theotrade scottsdale live trader's retreat september 2017

257 Pages·2017·12.5 MB·English

© Copyright 2017 TheoTrade, LLC. All Rights Reserved 1
THEOTRADE SCOTTSDALE LIVE
TRADER’S RETREAT
SEPTEMBER 2017
© Copyright 2017 TheoTrade, LLC. All Rights Reserved 2
Risk Disclosure
• We Are Not Financial Advisors or a Broker/Dealer: Neither TheoTrade® nor any of its officers, employees,
representa'ves, agents, or independent contractors are, in such capaci'es, licensed financial advisors, registered
investment advisers, or registered broker-dealers. TheoTrade ® does not provide investment or financial advice or make
investment recommenda'ons, nor is it in the business of transac'ng trades, nor does it direct client commodity
accounts or give commodity trading advice tailored to any par'cular client’s situa'on. Nothing contained in this
communica'on cons'tutes a solicita'on, recommenda'on, promo'on, endorsement, or offer by TheoTrade ® of any
par'cular security, transac'on, or investment.
• Securi'es Used as Examples: The security used in this example is used for illustra've purposes only. TheoTrade ®
is not recommending that you buy or sell this security. Past performance shown in examples may not be indica've of
future performance.
• Return on Investment “ROI” Examples: The security used in this example is for illustra've purposes only. The
calcula'on used to determine the return on investment “ROI” does not include the number of trades, commissions, or
any other factors used to determine ROI. The ROI calcula'on measures the profitability of investment and, as such,
there are alternate methods to calculate/express it. All informa'on provided are for educa'onal purposes only and does
not imply, express, or guarantee future returns. Past performance shown in examples may not be indica've of future
performance.
• Inves'ng Risk: Trading securi'es can involve high risk and the loss of any funds invested. Investment informa'on
provided may not be appropriate for all investors and is provided without respect to individual investor financial
sophis'ca'on, financial situa'on, inves'ng 'me horizon, or risk tolerance.
• Op'ons Trading Risk: Op'ons trading is generally more complex than stock trading and may not be suitable for
some investors. Gran'ng op'ons and some other op'ons strategies can result in the loss of more than the original
amount invested. Before trading op'ons, a person should review the document Characteris'cs and Risks of
Standardized Op'ons, available from your broker or any exchange on which op'ons are traded.
• No part of this presenta'on may be copied, recorded, or rebroadcast in any form without the prior wri)en
consent of TheoTrade ®.
• No Solici'ng. No Recording. No Photography.
© Copyright 2017 TheoTrade, LLC. All Rights Reserved 3
Copyright Disclaimer
All rights reserved. This Material may not be reproduced or
distributed, in whole or in part, without prior written
permission of TheoTrade, LLC.  Any other reproduction or
distribution, in whatever form and by whatever media, is
expressly prohibited without the prior written consent of
TheoTrade, LLC. For further information, please contact:
TheoTrade, LLC
16427 N. Scottsdale Rd. # 410
Telephone: [phone]
Email:
© Copyright 2017 TheoTrade, LLC. All Rights Reserved 4
About TheoTrade

•  Theotrade , LLC is a trading education firm based out of Scottsdale, AZ,
specializing in education for options, futures, and stocks. TheoTrade was
started by veteran professional traders who are first and foremost
experienced trading educators. We are not a registered advisory service or
a brokerage firm. Although TheoTrade provides the best trading education
in the business, your results and ultimate responsibility are your own.
Individual trading results will vary. Trading has risk. Trading involves real
money. TheoTrade is here to help you mitigate the risks in the market,
while learning a skill that can last you for life.
5
Don Kaufman

§   Co-Founder TheoTrade
§   Lead Instructor at TheoTrade
§   Industry-leading options strategist
§  Derivatives Risk Manager
§   19 year trading career
®
§   17 years of thinkorswim platform experience
6

Jeff “Professor” Bierman

§  One of the industry's leading technical analysts
with more than 24 years of experience under his
belt.
§  Prior to joining TheoTrade as an Instructor, spent
8 years at TD Ameritrade serving as the
company's Chief Market Technician, working
along side Don Kaufman in the Trader Group.
7

Doc Severson

§  Options, Technical Analysis, Fractal Energy
Instructor at TheoTrade
§  21 years professional trading experience
§  Teacher and Trading Mentor 12 years
®
§  11 years of thinkorswim platform
§  Author of “ Hacking the Holy Grail ” on Amazon
8

Tony Rago

§  E-mini NASDAQ Instructor at TheoTrade
§  20+ years professional trading experience
§  Specialization in E-mini NASDAQ Futures
§  Extremely active in the TheoChat room, providing
actionable ideas for futures…both long and
short.
© Copyright 2017 TheoTrade, LLC. All Rights Reserved 9
Table of Contents – Day 1

Introductions/About/Logistics (with Jeff Roth)

Volatility Trading at Extremes (with Don Kaufman)

Building a Better Market Bias (with Jeff Bierman )

Fractal Analysis Intensive (with Doc Severson)

IntraDay Trading the E-mini NASDAQ Futures (with Tony Rago)

Unscripted and Unleashed Q&A (with Don Kaufman)
© Copyright 2017 TheoTrade, LLC. All Rights Reserved 10
Table of Contents – Day 2

Quants and Charts (with Don Kaufman and Jeff Bierman )

Constructing Your Unique Trading Plan (with Doc Severson)

Perfecting Your E-mini NASDAQ Intraday Trading Style (Tony Rago)

A Technical Analysis State of the Markets (with Jeff Bierman)

Get Your Hedge On: Risk Management 501 (with Don Kaufman)

That’s a Wrap! Closing and Thank You’s (with Jeff Roth)