The New Mastery Series

[mas-tuh-ree]:

1. expert skill or knowledge. 2. superiority or victory:

The New Trade Mastery series is a chance for traders to meet monthly and keep refining their trading skill. The reason is simple, we believe that when the education stops, so does the progress.

    When joining the New Mastery Series, you will receive:

  • 1 new live teaching every month
  • Detailed workbook for each session
  • Access to the entire library of New Mastery Sessions

Series Breakdown

What do Warren Buffet, Michael Jordan, John Grisham and Oprah Winfrey have in common…? They have each achieved an elite level of success in their respective fields - while continuing to do so year after year. And… they have the money to prove it!

So what makes a successful individual, like those listed above, capable of producing outstanding results on a consistent basis? It's simple. They are focused. They are disciplined. And they are determined to achieve mastery of the skills they need to reach their goals.

The New Mastery Series by TradeSmart University is designed to help ambitious traders move to the next level in specific concentrated areas of study. Each of these "master classes" are a natural addition to the successful trader's training and growth. Each class offers a deeper level of study into subjects in which most students are already familiar, with deeper insight into how to turn those ideas into extreme profits.

The Mastery Series is comprised of individual classes, each featuring a single 90-120 minute LIVE webinar focused on a specific subject. Presented by teachers who have not just mastered the art of trading but have also mastered the art of teaching others how to trade, each lesson includes a detailed workbook to follow along with during the lesson to help solidify the material in the student's mind. Students also receive with their class a video recording of the live webinar so they can reference the lesson for any details they may have missed during the live teaching.

This original Mastery series (from 2011) was our second most popular series ever created (second only to Foundations of Stocks and Options). Some of the lessons have become legendary and continue to be watched by our students. The New Mastery Series will certainly be the same.

Preview The Mastery Series

You Will Learn

  • Stop The Madness
  • Volatility Tax
  • Strangle Your Options, Not Your Broker
  • How to Find and Rate Significant Gaps
  • Unpacking the Effective Trading Loop
  • And much more

Watch this entire course now - plus get access to every course in the library for one low monthly price.

Previous Class: The Wide Range Bar Strategy

What You Will Learn

  • Wide Range Bar Strategy
  • To Identify Real Price Demand
  • Buy or Short Stocks Were for Big Money
  • Short Term Swing Trade for Fast Profits

Overview:

Have you ever wanted to day trade but either have a job during the day or maybe you just don’t want to sit all day in front of your computer?

Well, you are not alone and in this Mastery Class you will learn a powerful strategy that allows you to capture big moves intraday without having to be at your computer all day or spending lots of time pre market looking for potential trades.

Have you ever wanted to short term swing trade for fast profits and have your entry start to move in your intended direction quickly after entering?

Of course everyone wants that and in this mastery class you will learn to identify real price demand and support and buy or short stocks were the big money will be also, thus making your entry more precise and your potential move faster.

Over the past year I have developed and fine tuned the Wide Range Bar strategy. It is an effective, simple, and profitable strategy. There are certain predictable patterns that technical traders notice again and again. The Wide Range Bar trade was one I kept seeing again and again. I invested considerable time to develop a way to effectively trade it and to teach it to students in a straightforward rules based strategy.

Previous Class: Working with the Parabolic SAR

What You Will Learn

  • How Parabolic is created
  • The original Black Box
  • Flaws in the system
  • Trend confirmation tool
  • Parabolic for Stop placement
  • Where Parabolic can help you

Overview:

In 1978 J. Welles Wilder published a book that would transform the world of technical analysis and technical trading forever. In that small book, of less than 150 pages, Wilder introduced the world to a set of indicators that today are considered common place. Among them were the Wilder’s RSI, Average True Range, DMI+/-, Average Directional Index, and one of the first “black box” trading concepts known as “Parabolic SAR”.

The Parabolic SAR as a black box system is not without flaws, but the concept and signals we receive from this tool can provide valuable insights and valuable help to traders of all styles. Join us for this New Mastery Series as we take a deep dive into Wilder’s Parabolic SAR. This 90 minute session will open you eyes to a tool that is certain to make your trading life a little less complicated.

Previous Class: Stop The Madness! - How to set stops like a professional trader

What You Will Learn

  • Why we use stops
  • Types of stop orders
  • Systems for stop placement
  • How to adjust your stops
  • Determining stop price
  • The moving average stop system
  • The parabolic system
  • The buffer system
  • Trailing stops
  • Stair stops

Overview:

Every trader has experienced the pain of buying a stock only to watch it turn around and go against you. This experience is common to all market participants. So how do professional traders handle those devastating whipsaws and unforeseen turns? What separates pros to keep them in the game while many amateurs lose their entire account?

The answer is stop placement and trade management. In this Mastery session Jeremy Whaley will look at various types of stop orders, talk about the philosophy of setting stops, and introduce several systems for stop placement and stop management. Sometimes the profit from a trade isn’t about how much you made, but about how much you did not lose - that’s what Stop The Madness is all about.

Previous Class: Predictable Income with Dividends

What You Will Learn

  • Dividend Overview
  • Why and How Companies Pay Dividends
  • Overvalued vs. Undervalued Stocks - What Dividends Reveal
  • Critical Dividend Dates
  • Tax Benefits of Dividends
  • Strategy: Supercharging Dividends With Options!
  • Research Tools & Resources

Overview:

When it comes to trading, only one thing matters, putting consistent cash in your jeans. With the recent buzz about Options Trading, many young traders forgot (or never knew!) the tried and true king of consistent cash flow – DIVIDENDS! Long before there were calls and puts we had quarterly and monthly dividends.

With international interest rates at historic lows and volatility being relatively benign in the US stock market, dividend paying stocks have become very attractive to investors and traders alike. Find out why this ancient, cash flowing strategy is regaining its popularity with today’s investor!

Previous Class: Overcoming Trader Drift

What You Will Learn

  • How to create a powerful plan for your trading
  • How to identify and define your trading edge
  • How to think like a professional trader
  • How to change your trading into a profitable system

Overview:

There is a disconnect in the world of trading: How can so many people can learn how to trade yet such a small percentage actually turn in into consistent profits.

I believe that the majority of retail traders suffer from Trader Drift. What is Trader Drift? It is a condition where traders start to trade but do so in such a random way that it makes it impossible for them to make money. It is is when traders have no clear vision, outcome, or purpose as to why they even want to trade.

Trader Drift is one of the main reasons traders don’t succeed. In this mastery class I am going to go over in detail how trader drift presents itself, the consequences, and then how to solve it once and for all.

You do not want to miss this class regardless of where you are in your trading journey.

Previous Class: Get Paid When You Sell, AND When You Buy Your Stock

What You Will Learn

  • A powerful cash flow strategy
  • Buying stock at a discount
  • Defined take profit points
  • Lowering your cost basis
  • Making money on the buy
  • Making money on the sell

Overview:

Let’s face it, making money is the only reason you’re trading the stock market - it’s the only reason any of us trade the market. So why do we sometimes try to make it so complicated to make money? The key to making money trading is in closing trades and actually getting paid. How many times have you had a good trade and you held it too long only to watch it go down? What a frustrating experience!

In this master class Jeremy Whaley will be showing you how to get paid UP FRONT when you buy a stock, and also lock in a profit on the back end when you sell the stock. This unique strategy involves both stock and options, and has been a favorite strategy of market traders and fund managers for years. In fact, it’s a strategy Warren Buffett has used extensively! If it’s good enough for Warren, you should take a look as well.

In this class you will learn a strategy that allows you to 1) get paid when you buy the trade, 2) make money even if you never buy the stock, 3) have a defined exit for the trade, and 4) get paid a bonus when you do sell.

Does this sound exciting? Join us in this 90 minute mastery class as we unpack how you can Get paid when you sell, AND when you buy your stock.

Previous Class: Interview With Market Master - Joe Cowell

Overview:

Meet Joe Cowell...

Most of Joe's career and expertise has revolved around the art form and discipline of managing different forms of financial risk. Initially, his career experience utilized the various forms of insurance, annuities and mutual funds inside the process of wealth building for individual clients and wealthy family offices.

For the last four decades, Joe has worked exclusively in the futures markets utilizing the instruments traded on the world’s regulated futures exchanges. Joe has a knack for team building and built from scratch the largest futures trading firm in Nashville. After two decades of handling accounts for many different types of entities, Joe transitioned into the money management side of the futures business where his clients included three of the Forbes 100 wealthiest families.

Over the years Joe's diverse and challenging consulting assignments have taken him inside a lot of very interesting places both in the U.S. and in Europe. During that period of time, Joe has either developed or helped to develop software and software platforms for major institutional clients that help their own customers make quicker and more informed decisions in the financial markets of the world.

Joe would tell you that his most rewarding accomplishment is to be able to say that he volunteered to serve his country as a member of the Armed Forces. As a Vietnam-era veteran, Joe proudly wore the uniform of The United States Air Force including being a member of the Armed Forces Radio and Television Network-Europe.

Today, Joe thoroughly enjoys life in Nashville, Tennessee with his wife and three rescue dogs.

Previous Class: Option buying: In or Out of the Money?

What You Will Learn

  • What is In/Out of money
  • Which one should you buy
  • The dangers of OTM options
  • When can you break rules
  • When OTM is better
  • When ITM is better
  • Time to expiration

Overview:

Stock options are a fantastic tool for leveraging money and making even more profits in the market.

When used properly, options can:

  • Lower Risk
  • Increase profit
  • Use less capital

One of the challenges with options is the seemingly endless choices of which option to choose. In this mastery webinar TSU co-founder Jeremy Whaley will be teaching on the differences of In The Money (ITM) and Out of The Money (OTM) options.

There are certain dangers inherent in different strike prices, and Jeremy will be discussing those dangers in detail, as well as providing the formula for the ideal strike prices and expiration month. Regardless of your trading style, day trading, swing trading, long term trader, with this information you will be more confident in your option selection process and be able to better select options that will work with you, not against you.

Previous Class: Trading Strategies for Earnings Season

What You Will Learn

  • What is earnings season
  • Long term plays for earnings
  • Swing trades for earnings
  • Post-earnings strategy
  • Lowering risk over earnings

Overview:

Earnings season is one of the most talked about times of year for the stock market.

Why?

Because it is during this time when companies provide a quarterly report that announces to the world how their business is performing. It’s the time when all of the numbers get recalculated and new fundamental positions get rethought, and in many cases repositioned.

Earnings also provides a huge opportunity for traders. Many times after earnings, the price of a company will gap in one direction or the other. If the trader is positioned correctly, a huge profit can be made. But in a similar fashion, if the positioning is wrong, it can be very costly - costly to the point that even a stop may not be beneficial!

In this mastery class Alphonso talks about various trading strategies for approaching earnings season. He discusses long term strategies, overnight strategies, and even strategies for playing the trade after earnings.

Be sure to join us for this next mastery class which is sure to enlighten your thinking about how you approach earnings season.

Previous Class: ETFs - The Mutual Fund of the Future

What You Will Learn

  • What are ETFs
  • How ETFs work
  • ETFs for big picture investments
  • Types of strategies for ETFs
  • Lowering risk with ETFs

Overview:

The Exchange Traded Fund (ETF) is an investment that has exploded onto the scene in the last few years. With more than 8,000 ETFs to choose from, we have seen a growth of more than 10x the number of ETFs available to trade in the last 10 years alone.

Is this growth warranted?

You betcha!

In 2015 the U.S had over $2Trillion under management in ETFs, and for good reason. ETFs offer most of the advantages of a mutual fund without some of the cumbersome regulations and load fees.

Today we can find an ETF for just about any kind of investment we might want to make. Whether it’s an emerging market, precious metals, broad based index, specific sector, currency… you name it, there’s an ETF for that.

In this special mastery class we take a look at the nature of ETFs, the types of ETFs, and how you, as an individual investor, can use ETFs to help balance your overall portfolio, hedge some positions, and create stability in your trades overall.

Previous Class: Tis The Season - Seasonal Patterns and Timing Tools

What You Will Learn

  • Where to find seasonal data
  • Seasonality impact within the market
  • 2016 Seasonal Forecast
  • Trading Advantages Seasonality Offers
  • Incorporating Seasonality Into Your Trading Plan

Overview:

Intuitively we know that more gym memberships are sold in January than August, and that more pools are sold in August than in January. Have you ever stopped to consider if there are similar traits in the market?

Hidden within the calendar are seasonal secrets. Perhaps you’ve heard this one before - “As January goes, so goes the entire year.” It’s a cute little phrase, but have you ever considered its origin or success rate? The answers might surprise you! Do you know the impact on the market that 5 of the last 6 times the US was in the 8th year of a presidential cycle? Again, the answer will surprise you because the result is vastly different from a typical election year pattern.

Knowing this, and much more about seasonality will give you an edge in your trading.

Previous Class: Get Paid When You Sell, AND When You Buy Your Stock

What You Will Learn

  • A powerful cash flow strategy
  • Buying stock at a discount
  • Defined take profit points
  • Lowering your cost basis
  • Making money on the buy
  • Making money on the sell

Overview:

Let’s face it, making money is the only reason you’re trading the stock market - it’s the only reason any of us trade the market. So why do we sometimes try to make it so complicated to make money? The key to making money trading is in closing trades and actually getting paid. How many times have you had a good trade and you held it too long only to watch it go down? What a frustrating experience!

In this master class Jeremy Whaley will be showing you how to get paid UP FRONT when you buy a stock, and also lock in a profit on the back end when you sell the stock. This unique strategy involves both stock and options, and has been a favorite strategy of market traders and fund managers for years. In fact, it’s a strategy Warren Buffett has used extensively! If it’s good enough for Warren, you should take a look as well.

In this class you will learn a strategy that allows you to 1) get paid when you buy the trade, 2) make money even if you never buy the stock, 3) have a defined exit for the trade, and 4) get paid a bonus when you do sell.

Does this sound exciting? Join us in this 90 minute mastery class as we unpack how you can Get paid when you sell, AND when you buy your stock.

Previous Class: The Wide Range Bar Trading Strategy

What You Will Learn

  • Understanding the Wide Range Bar strategy edge
  • Participate intraday without being at your computer
  • An actionable plan to find and trade WRB strategy
  • Lots of chart examples
  • How to set up the trade the night before
  • much much more

Overview:

Have you ever wanted to day trade but either have a job during the day or maybe you just don’t want to sit all day in front of your computer? Well, you are not alone and in this Mastery Class you will learn a powerful strategy that allows you to capture big moves intraday without having to be at your computer all day or spending lots of time pre market looking for potential trades.

Over the past year I have developed and fine tuned the Wide Range Bar strategy. It is an effective, simple, and profitable strategy. There are certain predictable patterns that technical traders notice again and again. The Wide Range Bar trade was one I kept seeing again and again. I invested considerable time to develop a way to effectively trade it and to teach it to students in a straightforward rules based strategy.

Previous Class: Mastering Momentum & RSI

What You Will Learn

  • Momentum vs. Price
  • Momentum as a Forecasting Tool
  • Two Momentum Indicators
  • Adapting Your Personal Analysis

Overview:

Price analysis is excellent at helping traders identify reversals. The frustration for many however is that the analysis works well in hindsight, but can be challenging to use as a predictive tool. Since the beginning of technical trading, analysts have combined momentum analysis with price analysis to get an idea of imminent changes in market direction.

In Mastering Market Momentum and RSI we will take a deeper look at momentum as forecasting tool, and how we must analyze it to identify price reversals. We will look at two momentum indicators and apply them to your personal trading plan

Previous Class: Elliott Waves in 1 Lesson

What You Will Learn

  • About the Elliott Wave Cycle
  • How EW works with Dow Theory
  • Various degrees of trend
  • How wave cycles count
  • Impulsive vs. corrective waves
  • Why Corrective waves are so confusing

Overview:

Markets Move In Cycles. Just like all of nature, financial markets have a certain rhythm to the ups and downs. In nature we have seasons: Summer, Fall, Winter, Spring. In financial markets we have seasons as well.

Nearly 100 Years ago a man by the name of Ralph Nelson Elliott spent a good portion of his life researching and documenting market cycles. Today we know his work as the “Elliott Wave Principle”.

While predicting the financial cycles is not quite as simple as turning on a light switch, it is a very valuable study in recognizing how markets behave and how you can profit from them. When you do start to see the cycles lining up, it can be a powerful insight into what is about to happen next in the markets.

In this 90 minute mastery class we will take a look at the Elliott Wave Principle to get a better idea of how market cycles unfold. You will learn about the 5 wave sequences, impulsive and corrective waves, as well as multiple levels of the trend. After watching this mastery class you will at times be amazed to watch these cycles unfold before your eyes, and it may cause you to question many of your assumptions about markets being in a state of perpetual expansion.

Previous Class: "Strength Training” – Understanding Market Vital Signs

What You Will Learn

  • Understanding Market Strength
  • Two Strength Indicators
  • How Market Vital Signs Should be Impacting Your Trades
  • Examples / Back-Testing
  • And much more

Overview:

Market Indices have a hidden battle going on at all times - A battle where the strongest survive! In this master class, learn to decode the true vital signs of the market by understanding how market breadth, volume, and other strength signals work together to identify the overall health of the market. Learn to spot the warning signs that other traders miss. Learn to avoid sudden, unexpected whipsaws. And most importantly, learn to understand if you’re getting ready to trade with the “winning team” or the “losing team.”

Upcoming Class: Buy Once, Profit All Year

What You Will Learn

  • What are calendar spreads
  • Using LEAPs to replace stock
  • Selling options every month
  • Creating a zero-cost basis trade
  • Maximize profits
  • How to Pick a trade candidate
  • So so much more.

Overview:

One of the most popular strategies in the world of options is to write a covered call. But what if you could write that covered call and never own the stock? In “Buy Once, Profit All Year”, you are going to learn how to buy long dated options (LEAPS) as a replacement for the underlying stock, and then turn around and write options against that option position - just like a covered call only better! We call this strategy a calendar spread, and it can be used to make some pretty hefty profits.

Not only is this a very profitable way to trade options it can also set up to be a risk free way to print money with options (okay not really printing money but almost). In this program you will learn how to find candidates for long dated option trades, sell options against those trades, and also identify the break even point where you can create a bit of a risk free trade.

Join us TSU co-founder Jeremy Whaley for this advanced option strategy class and see if calendar spreads would be a good addition to the trades you are already placing in your trading account.

Previous Class: Unpacking the Effective Trading Loop

What You Will Learn

  • Unpacking the Effective Trading Loop
  • The Dysfunctional Habit Loop
  • Irrational Justifications
  • Creating Your Own
  • Optimize Your Trading Engine
  • Next Steps

Overview:

Learning to trade is a relatively simple endeavor (compared to rocket science!) yet the consistent execution of profitable trading behaviors is scientifically improbable. Science has shown that left to its own demise, your decision make process is negatively impacted during the execution of a trade. To the point that you will lose money. Furthermore, your mind releases a natural chemical during the anticipation of a trade that literally drugs you into thinking this is a good idea! If you’ve every said the phrase “I know what I’m doing wrong…” then you understand exactly what this means!

The solution is the Effective Trading Loop. In this Mastery Class you will learn to compensate for the dysfunctional habit loop within all traders and create a system that allows for perfect trading – every time. If you are like the majority of traders, you have the knowledge to be profitable. The challenge is overcoming the natural tendencies to self-sabotage your own trades. Stop trading like recklessly and start trading profitably with the Effective Trading Loop system.

Previous Class: How to find and analyze ‘significant’ gaps

What You Will Learn

  • Significant vs Insignificant Gaps
  • Gap Analysis
  • Professional vs. amateur gaps
  • Pre and post market identification
  • Gap trading plan
  • Trading gaps for profit

Overview:

Have you ever looked at a stock which has just created a gap and wondered “ which direction is this stock going to move now?” What if you could answer that question with predictable accuracy? How would that change your confidence in trading around large price gaps?

It is true, stocks gap all the time. However traders do not realize that the majority of gaps are meaningless or insignificant. As gap traders we want to focus on the significant ones. We want to be able to identify them and know how to analyze them quickly and efficiently so that we can maximize our profit.

In this mastery class, Alphonso Esposito will teach you how to find these significant gaps each morning and evening. You will learn how to analyze them to determine the most likely direction of the follow up move. You will also learn techniques for effectively trading them for both intra-day and for swing trades. Alphonso will teach you in a methodical step by step approach that is both simple and effective. By having a thorough understanding of the unique price action of stocks at significant gaps, you will be on your way to trading them for profits. You will also learn when to avoid the gaps that are insignificant. This is an important aspect of all professional trading plans.

Previous Class: Strangle Your Options, Not Your Broker

What You Will Learn

  • Straddles vs Strangles
  • When to use them
  • Hidden Dangers
  • Break/even analysis
  • What to look for
  • Ideal setup type
  • When to close
  • When to avoid straddles
  • Pros & cons over earnings

Overview:

What if you could make money if a stock goes up, or if the stock goes down? It sounds like the perfect trade right? Could this trade exist? If so, is it even legal?

YES! This trade does exist and YES it is legal!

Coming up in this New Mastery Series class Jeremy Whaley will take an in-depth look at the option strategy known as a strangle or straddle. On the outside it seems like a perfect trade, but Jeremy will guide you through understanding how the strategy works and how the hidden dangers could cost you if you are not aware of them. However, once you understand the pitfalls you are certain to see how you too can implement the straddle in your own trades!

Previous Class: Avoiding Volatility Tax

What You Will Learn

  • Beta & Stock Volatility
  • Historical Volatility
  • Implied Volatility
  • The VIX, VXN & VXD
  • Volatility & Option Pricing
  • Understanding Vega
  • Volatility Tax
  • Volatility Strategy

Overview:

Have you had a trade fall victim to volatility recently? Would you know if it had?! Or perhaps you have recently vented to a trading buddy that an option trade “moved in my favor, yet I still lost money.”

Most traders overlook volatility as they prepare to execute on a trade idea they have. The cost is “Volatility Tax” and it is often unexpected and frustrating. In this mastery session, Josh Hesse will show you how to prevent paying volatility tax ever again. Also covered will be strategy to unlock the power of volatility through vega so that you can actually become the “Tax Collector!”

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