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In this lesson, we break down the core principles of creating a trading strategy, starting with how to allocate your capital across different portfolio buckets. You’ll learn the foundational framework that guides asset selection and trade execution in an active trading approach.
We allocate our overall portfolio into three buckets. The first is the passive portfolio, which receives 50 to 60% of capital and uses ETFs or funds to create diversified exposure that follows market appreciation while limiting risk. The remaining capital goes into the active portfolio, split between investing in single stock names and using leverage options. Within the options portfolio, we employ advanced options spread strategies to generate income or leverage Q models for directional trades, enhancing overall performance beyond passive market returns.
The perfect momentum trade rests on three points: the entry signal to identify optimal long and short entry points, market structure analysis focusing on support and resistance or trend analysis to follow market direction, and confirmation to increase the probability of positive trade outcomes. Knowing how to combine multiple indicators improves your chances of success rather than relying on a single tool.
Our value momentum strategy is built on five pillars: trend (using a trend-following approach with indicators to confirm entry points and stop losses), support and resistance (decoding supply and demand areas to improve your risk-reward ratio), trading breakouts (using market structure analysis to find breakout points that attract market participants and bring volatility), trading pullbacks (identifying stocks with strong growth that have suffered retracements but remain in trending phases), and risk management (defining entry, exit plans, and stops for every trade).
Each pillar in the strategy checklist corresponds to specific types of analysis and indicators. In the following lessons, we show you how to put these principles into practice with examples of past live trading and the analyses that have generated successful outcomes.
Video Chapters
00:00 – Introduction to strategy and asset selection principles
00:21 – Three-bucket capital allocation approach
01:02 – Three points of the perfect momentum trade
01:37 – Five pillars of the value momentum strategy
03:06 – Risk management fundamentals
03:27 – Strategy checklist and next steps
Key Takeaways
The portfolio is divided into three buckets: a passive portfolio (50-60% in ETFs/funds) and an active portfolio (single stocks and leverage options)
The perfect momentum trade requires three elements: entry signal, market structure analysis, and confirmation
The value momentum strategy rests on five pillars: trend following, support and resistance, trading breakouts, trading pullbacks, and risk management
Every trade must include a defined entry point, exit plan, and stop loss as part of proper risk management
Video Transcription
[00:00:00.05] - Speaker 1 In this lesson, we show you our strategy and the principles on which we base our asset selection when creating an active strategy. Let's start by looking at how we allocate our capitals when investing. Our overall portfolio is divided into three buckets. The first bucket is our passive portfolio. We allocate from 50 to 60% of our portfolio.
[00:00:21.20] - Speaker 1 Here we use ETFs or funds to create a diversified portfolio to follow market capital appreciation, limiting risk. Then we have our active portfolio where we invest in single names on one side and then leverage options on the other to add value and generate additional returns. Within our options portfolio, we use advanced options spread strategies to generate income or leverage our Q models for directional trades. The goal of this approach is to enhance our overall performance by using an active portfolio. The passive part of the portfolio allows us to grow our capital with the market by limiting the risk.
[00:01:02.02] - Speaker 1 In the indicators section, we have shown you many practical examples of how to use them. There are many indicators, but knowing how to combine them allows us to improve the chances of success. The perfect momentum trade is based on three points entry signal, market structure analysis and confirmation. The entry signal allows us to identify optimal entry points both in long and in short. The analysis of the market structure, in particular the support and resistance, or the analysis of the trend, allows us to follow the market direction.
[00:01:37.13] - Speaker 1 Finally, the confirmation helps us to increase the chances of a positive outcome of our trade. In this lesson, we break down the value momentum strategy. Our strategy is based on five pillars. The first is the trend. We use a trend following approach when selecting companies to invest in.
[00:01:56.20] - Speaker 1 We try to identify companies that are in a trend and try to use indicators to confirm optimal entry points and related stop losses. Support and Resistance as we have mentioned throughout the course, being able to capture points of support and resistance and decoding supply and demand areas can give you a better chance of success. Remember that we don't have to be corrected most of the time. However, we must have a good risk reward ratio that helps us improve our returns. Trading Breakouts when analyzing a stock, we always try to use market structure analysis to find breakout points.
[00:02:34.27] - Speaker 1 Breakout points attract the interest of market participants and bring volatility and momentum. Here we look at chart patterns, support and resistance areas and channels. Trading pullbacks and the first principle of strategy is to follow the trend through pullbacks and retracements. We try to identify stocks with strong growth potential that have suffered pullbacks but are still in a trending phase. To find a successful trade, it is not enough to identify a strong and growing stock.
[00:03:06.11] - Speaker 1 We also need to identify the optimal entry point. Finally, risk management. Risk management, as we have already said, is a fundamental point of the strategy. For each trade we have to define an entry, exit plan and a stop in case the market does not move in the direction of the trade. This is our strategy checklist.
[00:03:27.19] - Speaker 1 Next to each pillar you will see the type of analysis and indicator we use. In the following lessons we show you how we put them into practice. We also show you examples of past live trading and the analyzes that have made us successful.
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