Foundations of Professional Trading

The top-down approach consists of the following concepts: 

• Idea Generation: Fundamental (balance sheet & income statement) analysis, thematic idea flows, macro & economic analysis & price-action idea flows. 

• Market-Timing: Learning to assess risk, soft-targets and entry catalysts via price-action overlay. 

• Trade Structuring: Learning to structure the trade through equity and/or equity option structures to maximize returns and build out a portfolio. 

• Portfolio Structuring: Learning to build out a risk-adjusted portfolio of 3-10 long/short ideas while actively trading short-term flows. 

  
  

These frameworks will teach you to tune out unnecessary noise, ignore data that is not useful and to begin to actually generate trading ideas that you can build out a L/S portfolio of equity and equity option trades. The lecture series is over +50 hours but delivered in a manner where you can digest it easily and build upon each framework - you should expect to commit at least 6-months to learning the L/S portfolio management approach.

You should be someone who has a minimum $50K USD but $100K is strongly suggested portfolio (the average of FOPT members is $500K, with the largest being $7m) to properly apply the concepts you are going to learn otherwise it will be of no practical use since we are focused on building out L/S portfolios and NOT just trading short term idea flow.

To benefit from this you need to be someone who: 

• Already profitable but wanting to increase that 

• Someone NOT looking for "simple and easy strategies" 

• Wants to run a long/short portfolio approach

• Interested in being around Professional Investors who have capital similar to them