Canadian Society of Technical Analysts

Building a Trading or Investing Plan, with William Chin, CSTA President - Oakville Chapter CSTA Meeting December 11th, 2013

  • 11 Dec 2013
  • 7:00 PM - 9:00 PM
  • Queen Elizabeth Park Room C094


  • Monthly Meeting 2013 Monthly Meeting

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Decision Making Disciplines

The CSTA Oakville Chapter continues this season's very important theme -- Developing a Trading and Investing Plan, Wednesday December 11th at 7:00 pm, with another exciting and informative speaker, William Chin.

William will discuss Decision Making Disciplines that go into developing a Trading and Investing Plan and some of the key considerations, such as --

  • Knowing the underlying,
  • Knowing the fundamentals,
  • Identifying a buy signal,
  • Ranking the buy signal,
  • Determining the trade size,
  • Placing the order,
  • Monitoring the Trade and
  • Determining a sell signal.

Time permitting, William will also discuss a few other key component topics of executing an effective plan, "Preservation of Mental Capital" and also touch upon "Portfolio Management Using Fusion Analysis". 

About this month's Presenter

William Chin, current President of the CSTA

  • President - Canadian Society of Technical Analysts
  • Vice President of the Americas - IFTA
  • 30 years experience
  • $US 1 billion; 500 trades a day
  • Registered Portfolio Manager in Canada for 13 years
  • Called the Credit Crisis
  • Asset Allocation Architect

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 December meeting is Part 4 in this season's series

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