Canadian Society of Technical Analysts

Building a Trading or Investing Plan, with David Cox - Oakville Chapter CSTA Meeting October 9th, 2013

  • 09 Oct 2013
  • 7:00 PM - 9:00 PM
  • Queen Elizabeth Park Room C094


  • Monthly Meeting 2013 Monthly Meeting

Registration is closed
Insights and Perspectives : Developing a Trading & Investing Plan

The CSTA Oakville Chapter continues this season's very important theme -- Developing a Trading and Investing Plan, Wednesday October 9th at 7:00 pm, with another exciting and informative speaker, David Cox. 

David will discuss,

1) Investment Objectives: what they are & how to set them

2) System Study: my Swing Trading process: designing, using and tweaking a system

3) Importance of Position Sizing: different techniques & how to apply them

4) Risk Management - how I manage trade risk and a look at my sophisticated exit plan

5) Post Analysis & Trade Review: how to review and gauge success/existence of an edge

6) Key Rules and Lessons I've Learned the Hard Way

About this month's Presenter

Click here to read more about David Cox, CFA, CMT, FCSI, FMA, BMath and his unique method to approaching the markets.

This Season's Background Theme

* Do you have a trading or investing business plan?  If not, consider...

Would you jump in your car and travel across country without a map?  Would you start a new business risking real money without a realistic business plan?

Do you have your own trading or investing plan?  Do you have a road map to success, or a road map to best limit (or at least help with) failure?

The first half of this season (six meetings), will focus on hearing from industry professionals about their own stories and perspectives on how they've developed their own trading / investing plans.

They will discuss important topics they have learned that have helped them achieve their success, and, to help limit failure when it occurs.  Important topics that will be covered are;

- position sizing,
- the importance of money management,
- the need to have goals and objectives, favourite setups and   market conditions.

Each speaker will focus specifically on how and why they put their plans together.

If you don't already have a trading or investment plan, ask yourself, why not?  Join us each month and learn from those who have valuable experience to share.

The October meeting is Part 2 in this season's series

Each meeting is designed to provide members with a fresh, unique perspective and the different experience of each respective market professional.  They will share their own real and unique trading/investing plan development process.  Hear about the journeys, mistakes, failures, successes and eurika moments as each professional shares their unique knowledge and viewpoints. 

* If you are a member that is not satisfied with the level of success achieved thus far, and haven't yet taken the time necessary in order to develop a cohesive and detailed plan, or don't know where to start, please consider attending!

This season's series is designed to help members take their market journey to the next level.

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