PROFESSIONAL

INVESTOR
Business Plan
TABLE OF CONTENTS
Introduction.....................................................................4
1. Executive Summary................................................5
2. Income Objectives and Vehicles.............................6
3. Routine & Working Hours.......................................8
4. Trading Log............................................................9
5. Money Management.............................................11
6. Milestone Planning...............................................14
7. Retirement Planning.............................................15
8. My Trading Rules..................................................17
What makes markets move........................................17
Step 1 Location on HTF (technical set up).................19
Step 2 Direction on HTF (technical set up)................19
Step 3 Campus Indicators (fundamental set up)........20
Campus COT Index...................................................20
Campus True Seasonality..........................................22
Campus Valuation......................................................23
Best fundamental set ups...........................................24
Step 4 HQ Zoning on LTF (market timing).................25
Step 5 Trade Management.........................................26
9. My Investing Rules...............................................28
It takes Time...............................................................28
Fundamentals............................................................28
Campus Equity Index.................................................29
Campus Comparative Strength Index........................30
Other Stocks..............................................................31
Crypto Portfolio..........................................................31

ii
Professional Investing
Business Plan

Introduction

Creating an extensive business plan is essential for most traders and investors. Creating a
business plan offers several benefits that more than outweigh the investment of time.
 The process of thinking and writing the plan provides clarity and a clear set of rules for
your business

 You will gain understanding of your capital requirements to reach your monthly income
objectives as well as retirement plans

 This plan should help you prioritize certain tasks

 The plan should provide monthly, quarterly feedback on your growth trajectory

The business plan for your start up trading and investing business should be simple,
understandable, and realistic. It is a living document that changes over time.
This template is divided into 9 sub-categories:
1. Executive Summary

2. Income Objectives and Vehicles

3. Routine and Working Hours

4. Trading Log

5. Money Management

6. Milestone Planning

7. Retirement Planning

8. My Trading Rules

9. My Investing Rules

It is important to keep the plan updated to see progress, celebrate success, and adjust where
issues arise. This is best done on a quarterly, if not monthly basis. Or in line with your
milestone settings.
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1. EXECUTIVE SUMMARY

What it takes to be a good trader

A good trader is a good decision maker. They make future predictions based on a study of the
past. They understand the fundamental drivers of the markets they trade and above all they
are a good money manager.

To me a good trade consists of two elements

1. The fundamental condition of the market: (am I expecting a large rally or decline in
the market)

 Campus Commitment of Traders (COT) Index

 Campus True Seasonality

 Campus Valuation

2. A way of timing the market with a good risk to reward proposition: (can I enter the
market with a solid risk to reward ratio: at least 1:2)

 Supply and Demand

 Price Action & Signature

The Strategy
My goal is to align my investment with the billion-dollar institutional players. We will not only be
looking at the price charts but also paying close attention to the actual condition that affects
price change.

Expectations
Trading is not a perfect game. We live in an imperfect world. At times, we are going to be at
the wrong side of the market. The future is fragile and very hard to forecast. Because we can
be wrong, we need tools, techniques, or protocols in place to protect our hard-earned money.
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2. INCOME OBJECTIVES AND VEHICLES

Income Objectives and Vehicles

I trade Futures, Forex, Stocks and Crypto currencies. I understand that each market comes
with their unique set of characteristics. Before trading those markets, I make sure to have
studied the All-Asset Mastery course material, provided by Online Trading Campus.
 Daily Income I trade Forex and Futures markets using daily income timeframes

 Weekly Income I trade Forex and Futures markets using weekly income timeframes

 Monthly Income I trade Stocks and Crypto currencies using monthly income
timeframes

 Retirement Plan I buy and hold Equity Indices, Stocks, or Crypto Currencies.

 Real Estate

Income HTF Location HTF Direction LTF Zoning

Daily income Daily Daily 240 min

Weekly income Weekly Weekly Daily

Monthly income Monthly Monthly Weekly

Retirement Plan Monthly Monthly Monthly

Devices, Platforms and Software

There is no one shop all solution for trading and investing. I use the below platforms and
software:
 Physical Tradestation / on the go solution

 Tradestation I use Tradestation for charting, screening, and Campus Indicators. I use
Tradestation to also execute Futures trades and Retirement Plan investments

 Equiti I use Equiti to execute most trades. I know there are some limitations in terms of
product offering (grains, softs, livestock, treasuries, other stocks)

 IG I use IG to execute grains, softs, livestock, and treasuries

 Interactive Brokers I use IBKR for my retirement plan

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 ICMarkets I use ICMarkets to execute other stocks, analyzed with Tobias

 Binance I use Binance for my Crypto currency Investments. I also have my own wallet

 Trading Log I have a professional trading log, which I use to track, log, and analyze my
trading performance

 Online Trading Campus is my professional trading and investing partner / mentor

 Tradingview I use Tradingview to access charts on the go

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3. ROUTINE & WORKING HOURS

Monday Tuesday Wednesday Thursday Friday Saturday Sunday

6 am – 8 am 6 am – 8 am 6 am – 8 am

9 am – 5 pm 9 am – 5 pm 9 am – 5 pm 9 am – 5 pm 9 am – 5 pm
Family Time Family Time
Job Job Job Job Job

I commit to creating myself a weekly calendar, with set working days / hours.

Weekly Routine

On Sundays I commit to do the following

 review all my open position

 review my watchlist
 screen time to update charts
 plan the week ahead
 Log my trades if exited

On Mondays and Thursdays, I will commit time to

 mentoring sessions
 watch new course material
 read investing books / mental game (Trading in the Zone – Mark Douglas)
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Daily Routine

Daily I will (if applicable)

 check my watchlist/ weekly plan before and after work. I can use my phone or TradingView
for on-the-go solutions.
 watch DMOs, attend live trading sessions

The Blessing and the Curse

32.5 $33,600
27.5
22.5
17.5 $16,800
12.5 $9,600
7.5 $4,800
2.5 $0
in hours

Beginner Milestone 1 Milestone 2 Milestone 3 Milestone 4 Beginner Milestone 1 Milestone 2 Milestone 3 Milestone 4

R $0 $4,800 $9,600 $16,800 $33,600

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 In the beginning I must show up to work without getting paid

 As a well-seasoned trader, I can scale up my business, with spending less time on the
business
Professional Investing
Business Plan

4. TRADING LOG

I will create my own trading log with the help of Clemens’ or Thanu’s pre-coded logs. Below
are some key pillars of what a Trading log could entail. Depending on the trades I take, I can
add, remove certain parameters. My trading log is designed to give me instant, objective, and
clear feedback on my trading performance, whether I am on track with my milestone plan, and
if not, what I may need to change to get back on track. Maximizing profitability means focusing
on what I do extremely well and sidestepping what I am not very good at.
General Parameters

 Trade Number
 Own Trade / Campus Trade
 Current Milestone (1,2,3,4)
 Market (Futures, Forex, Stocks, Crypto)
 Instrument (Gold, Silver, S&P500, Apple, Bitcoin)
 Income Objective (daily, weekly, monthly, retirement plan)

Technical Set Up

 HTF Coverage (yes, no)

 Monthly Coverage (yes, no)
 Direction (up, down, sideways, anticipatory)
 My LTF Rules (yes, no)

Fundamental Set Up

 Campus COT Index Long Term (bullish, bearish, neutral)

 Campus COT Short Term (bullish, bearish, neutral)
 Campus Valuation (overvalued, undervalued, neutral)
 Campus True Seasonality (bullish, bearish, neutral)

Market Timing
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 Entry Style (SET, Confirmation)

 Entry
 Stop
 Target
 Win/Loss
 Risk/Reward
 Profit in USD

Trade Management

 Trailing (advanced, beginner)

 Maximum R without trailing (-1, 1, 5, 10)

Critical Questions

 Was I on the wrong side of the trade, if so why? Were the major technical and fundamental
conditions met? (If price takes you out quickly without even going into a 1:1)
 Was the trade idea directionally right?
 If my trade was directionally right, and I still got stopped out what did I do wrong? My timing
was off, my trailing was off?
 If my trade was directionally right, could I have taken more profit or were my targets
accurate? Was my trailing approach accurate?
 What if I always took set targets of 1:4, 1:3, 1:2? How would this affect my KPIs?
 What if I always protect my trades with B/E once price hits 1:1? How would this affect my
KPIs?
 Can I create my own rules / protocols, which could help me increase profitability, avoid
mistakes?
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5. MONEY MANAGEMENT

Money Management is the kingdom to wealth. As I am winning, I am going to increase the risk
size, or my commitment in the market. As I am losing I am going to decrease the risk size, or
my commitment in the market. Scaling up my business is important, but if things don’t go well. I
need to make sure to stay in the game until I have the skill to scale up. I will review my trade
performance after every 10 trades.
Money Expectations

My main goal is to run a consistent and profitable business. My goal is not to pick out the
winning horse. But rather to make conservative and consistent gains in the marketplace. I do
not risk big to win big. Rather I will risk small relative to my reward. My KPI settings are
conservative as per the below. They allow me to achieve an average of 2 Rs per month.
My KPI settings
Sum of Winning Trade Rs
 Average risk to reward ratio: 1:2
Number of Winning Trades

Number of Winning Trades

 Average win to loss ratio: 40:60
Number of Winning and Losing Trades

Account Size x risk parameter* = risk per trade

 Risk size calculation
$2,000 x 10% = $200

*Risk parameter can be anywhere between 10% - 20%.

My default risk settings $200 per trade – my trading account is $2,000

I am in Milestone #1. Therefore, I will risk around $200 per trade. This means that I maybe
limited to trading some products, that come with higher margin, and contract or lot size
requirements. My log will still include those trades, as I have plan with being able to trade all
markets regardless those specific requirements.
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My overleveraged risk settings $400 per trade

During certain times of the year, I am allowed to be overleveraged in the market. These
represent highly probable trade set ups. There are designed to

 give me a chance to get a head start into the new calendar year
 finish the calendar year on a strong note
 getting used to higher risk sizes
1. Equity Indices (S&P500, Dow Jones, Nasdaq) – October, November buy point

2. Precious Metals (Gold, Silver, Platinum, Palladium) – December, January buy point

3. The following trade set ups: COT long term extreme + seasonal pattern + HTF

I understand that these trades are not guaranteed to be winners all the time, however, they do
have the best track record.

Risk limitations to avoid large drawdowns

Trades that are highly positively correlated will not be traded as separate trades, but rather as
one trade set up, where I divide my planned risk size (default risk setting or overleveraged risk
setting) into the various markets. (e.g. major U.S. Equity Indices, Precious Metals)

In the event of a large drawdown, I will only credit additional funds to my account with “spare”
money that I can afford to lose. I will not commence Trading again until I have identified the
cause of the drawdown and have re-tested

Chasing price

If I missed an entry I will only be allowed to chase price within my price action, signature set of
rules. Opportunities come and go, and the world goes on, even if I miss a trade. Rather than
dwelling on it, I ask myself why I missed this trade and put in place protocols to not repeat the
same mistake. I shall work on my trading routine if I consistently miss good trades.

My golden rules on risk management

1. Until I am a well-seasoned trader, I stay at Milestone 1, and only trade with very little
risk or using a demo account.

2. Until I am a well-seasoned trader, I will not trade more than my maximum risk size and
do not overleverage my trades
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3. I will not risk big to win big. This idea has been invented by casinos to make money.
The way to win big is to be CONSISTENT over TIME. Play this game with even a small
advantage and you can become a large winner over time.

4. As my level of skill, experience and account balance grows, I will look to scale up my
business. If I consistently lose, I will reduce my risk size, or move to a demo account.

5. I will not compare myself with others. Many of us have been trading for years, and some
of us for almost a decade. I have not. The sane approach is starting out with a minimum
exposure to monetary risk.

Winning streaks and losing streaks

I need to be a consistent participant in the market. Consistency > Intensity

Average performance

Risk to reward 1:2

Win to loss 60:40

This is where most

Winning streak
people lose interested

This is where most

Losing streak
people get interested
Professional Investing
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6. MILESTONE PLANNING

Patience is key – progress is a slow process

The below table should be integrated into my trading log
HOW AND WHEN DO I PLAN TO REACH MONETARY OBJECTIVES
Milestone February 4th, 2022
TOTAL TOTAL
RISK PER TARGET RISK TO WIN TO
LEVEL MONTHLY YEARLY
TRADE ACHIEVED REWARD LOSS
PROFIT PROFIT
1 $200 Yes 1:2 40/60 $400 $4,800
2 $400 $800 $9,600
3 $700 $1,400 $16,800
4 $1,000 $2,800 $33,600
5 $2,000 $4,000 $48,000
6 $4,000 $8,000 $96,000
7 $5,000 $10,000 $120,000

Scaling up my business

Scaling up my business is important, but if things don’t go well, I need to make sure to stay in
the game until I have the skill to scale up. I will review my trade performance after every 10
trades.
 If I achieve my conservative target setting after 10 trades, I will move to the next milestone.

 If I am breakeven or slightly in the loss, I will stay in the same milestone for 5 more trades
and then re-evaluate based on the 10 most recent trades

 If I have large drawdowns, I will decrease my risk size and move to the previous milestone
for 5 more trades and then re-evaluate based on the 10 most recent trades
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7. RETIREMENT PLANNING

Long-term wealth and retirement can only be achieved by time in the market. I need to deploy
my capital into stocks, cryptocurrencies to make use of the natural updrift of asset prices.

Campus Equity Index Buy the 5 lowest prices relatively low P/E stocks within the Dow

 Market Commitment: I will commit 40% of my idle cash into this strategy

Campus Comparative Strength Buy at least 5 stocks that are comparatively stronger than
the major U.S. equity Indices

 Market Commitment: I will commit 20% of my idle cash into this strategy

Other Stock Picks Media & Games, Clinuvel etc. and / or your own choices

 Market Commitment: I will commit 10% of my idle cash into this strategy

Crypto Currencies My own crypto portfolio

 Market Commitment: I will commit 30% of my idle cash into this strategy

Expectations Long-term investing comes with great risks as the future is unknown and hard to
predict. However, to achieve long-term wealth we must have our capital deployed at almost all
times. Long-term investing buy and hold strategies benefit most from time in the market as
opposed to timing the market.
MY RETIREMENT FUND SHOULD RUN FOR AT LEAST 26 YEARS
February 4th, 2022
TOTAL
CAPITAL YEARLY
TARGET YEARLY
YEARS INVESTED GROWTH
ACHIEVED PROFIT
(APPROX) TARGET
(APPROX)
1 $100,000 10% $10,000

2 $110,000 10% $11,000

3 $121,000 10% $12,100

5 $146,000 10% $14,600

10 $235,000 10% $23,500

15 $380,000 10% $38,000

20 $611,000 10% $61,100

26 >$1M 10% >$100,000

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“I wish someone had told me 10 years ago to – just start regardless of your capital” – JS
If I invest $10,000 and I make 20% per annum instead of 10%, I will achieve the same goal of
>$1M in just 27 years.
Performance reviews
At the end of each year, I will compare the performance of each strategy. A year is not
representative of a lifetime of holding. And some “other stock picks” may take longer to grow.
Therefore, a change and focus to the strategies that perform the best is not mandatory but
could be argued over time.
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8. MY TRADING RULES

What makes markets move

Finite markets vs. infinite markets
There is a fundamental difference between the markets we trade. There are finite and infinite
markets. Finite markets are commodities, like sugar or wheat and infinite markets are markets
like stocks.
Finite markets
The lifespan of a commodity is quite short. It goes from producers to users, and then it’s all
over. Sugar and cacao are made into chocolate, Wheat is made into flour, gold and silver are
used for computer chips or nice jewelry. The key players for commodities are exactly these
people. The so-called commercials, the users, and producers of commodities. These are the
institutional powerhouses of the marketplace, so powerful they are required, by law, to report
their buying and selling actives once every week. Therefore, we do not just look at charts but
also at the key players that move those charts.
Infinite markets
What moves infinite markets like Stocks? Well, the most consistent key driver for infinite
markets like stocks is anticipation of increased earnings (forward P/E ratios) and interest rates
(Bonds). And at the center of all of that are stories, or news. Stocks do not rally or drop
because of real physical supply and demand. A company can always print more shares, and
you can live your entire life without owing one. In fact, millions of people do.
Fundamental vs technical analysis
It boils down to the right analysis, which one should we follow?
Technical analysis is most of what you have learned in the blueprint course. Supply and
Demand is a technical analysis because it is based on price, and chart patterns or formations.
Technical analysis can also be based on volume or moving averages. All of that is called
technical analysis. It does not look at fundamentals. Technical analysis should be used mostly
to find good entries and stops and targets. In other words, technical analysis should be used to
time the markets. What you have learned and mastered in the blueprint course, is the art of
timing the market. And supply and demand is the most powerful technical analysis tool we can
use to do that consistently. Supply and demand, however, does not tell us what the best
market may be to focus on right now.
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There are more predictive tools than technical analysis, and I believe these tools are found
when looking at the fundamental condition of the market. Fundamentals will help us in
determining whether we can expect a substantial move or not. Some ways of fundamental
analysis are taught in the all-asset mastery classes.
In summary
The technical chart analysis is objective, and it is powerful for market timing. Fundamentals
lack market timing and objectivity. But they are more predictive of where major market moves
may take place in the future. Fundamentals drive price.
We want to combine the best of both worlds.
To me a good trade consists of two elements. The underlying fundamental condition of the
market. The so-called fundamental set up. When a market sets up fundamentally, it will not tell
us at which price to buy or sell or when to buy or sell.
After a market sets up fundamentally, we want to time the market with a quality risk to reward
proposition before it completely takes off. We then use our market timing tools to tell us when
and at which price to buy and sell.
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Step 1 Location on HTF (technical set up)

Step 1: Identify first fresh level of demand below current price and first fresh level of supply
above current price.

 Freshness based on preferred version 25% rule

 Leg out decisive only

Step 2: Identify favorable location in terms of potential buying opportunities (low and very low)
and selling opportunities (high and very high)

 Alternative Rule: If HTF levels cannot be identified close by, I use “everything that
looks like a level is a level” rule.

 Advanced Steps: check multiple levels, flip zone, originality, monthly coverage, zone
quality

Step 2 Direction on HTF (technical set up)

Step 1: From right to left, identify at least 6 pivot points with approximately equal %changes.
(at least 3 lows, and 3 highs)

 Uptrend: at least 2 consecutive HLs

 Downtrend: at least 2 consecutive LHs

Step 2: Identify longer-term trends, momentum, and correction.

 A daily downtrend can be part of weekly correction within a weekly uptrend

 A daily uptrend can be part of weekly correction within a weekly downtrend

 Step 3: Identify chart patterns, cup and handle, trend lines, bull or bear flags, head and
shoulders

 Advanced: Identify potential anticipatory trend change scenarios

o Monthly HQ opposing supply and demand

o 4/5 pivots with anticipating the 2nd HL or LH

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Step 3 Campus Indicators (fundamental set

up)
Campus COT Index
Explanation the data we are going to be following is provided by the Commodity Futures
Trading Commission (CFTC). This is the agency that governs and regulates the futures and
options trading in the US market. The COT report contains historical records of futures contract
traded under the US market and US exchanges, and it is broken down by the position type:
either a long position, a short position, and it’s listed for three distinct groups of traders.
Commercials, Non-Commercials and Speculators

Commercials – users and producers

The Commercials are institutional superpowers. They are using the futures market to facilitate
their business activities. They rely on selling high and buying low to run a profitable business.
Therefore, they have the best research analysts on staff. They are the biggest and smartest
participant in the game. Our advantage as speculators for finite markets (commodities, or
manmade commodities, like Treasuries, Equity Indices, or the Japanese Yen) is that we can
learn to understand what their actions in the market mean and align ourselves with them. That
is what the COT Index is all about. Making sure we trade side by side with these true trading
powerhouses.
Commercials are trend changers / trend enders when commercials are accumulating at
multiyear highs, expect a longer-term bull market and when commercials are distributing at
multiyear lows, expect a longer-term bear market.
When the trend change occurs in the price chart the Campus COT Index will oftentimes
abandon the extreme reading rather quickly. That is because Commercials will begin to hedge
off their large positions in the market.
Long Term Campus COT Index – 3-year cycle periods – anticipatory trade
 Bullish: Index above 80%ile (green line)

 Bullish: Index shows a one year / multiyear high + index above 40%ile range

 Bearish: Index below 20%ile (red line)

 Bearish: Index shows a one year / multiyear low + index below the 60%ile range

Short Term Campus COT Index – 6-month cycle periods – trend trade
 Bullish: Index above 80%ile (green line)
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 Bearish: Index below 20%ile (red line)

Advanced Golden Rules – COT Net positions – anticipatory trade

 Super bullish: COT net positions at historical levels

 Super bearish: COT net positions at historical lows

 Precious Metals: When commercials go net long we can predict the beginning of major
bull markets

Expectation: This is a fundamental set up tool and not a timing tool. It can be in extremes for
a long time until price starts to move. It can also abandon the extreme rather quickly. The
commercials are not always right, but they are the most consistent player in the game. The
commercials work best on our finite markets, such as commodities, but they also should be
looked at for other manmade commodities such as British Pound or the Indices.

Speculators – retailer
The retailer is a representation of the public, small speculators that are just trying to make an
extra buck in the financial marketplace. I have seen estimates from brokers that state between
80-90% of this group are net losers. The problem is that we are hardwired to buy at market
highs and to sell at market lows. Our instinctual buying and selling behavior is to buy after a
large rally and to sell after a large decline. We must reprogram ourselves to avoid buying when
they are buying and avoid selling when they are selling. In fact, we must learn to do the exact
opposite of the retailers. When they are bearish we look to go long and when they are bullish
we look to go short
Long Term Campus COT Index – 3-year cycle periods – anticipatory trade
 Bearish: Index above 80%ile (green line)

 Bearish: Index shows a one year / multiyear high + index above 40%ile range

 Bullish: Index below 20%ile (red line)

 Bullish: Index shows a one year / multiyear low + index below the 60%ile range

Short Term Campus COT Index – 6-month cycle periods – trend trade
 Bearish: Index above 80%ile (green line)

 Bullish: Index below 20%ile (red line)

Expectation: This is a fundamental set up tool and not a timing tool. It can be in extremes for
a long time until price starts to move. It can also abandon the extreme rather quickly. The
retailers are not always wrong, but they have the worst track record in the game. For some
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assets, like livestock markets, the retailers sometimes track the commercials. That is because
(a) very few retailers trade these markets and (b) the ones that are listed as retailers are
commercials, but their position sizes are not large enough to be categorized as commercials.

Non-Commercials – large funds and other large traders

Non-Commercials represent large traders or large managed pools of money. This group of
trader makes money by following the trend. This means that the more a market rallies, the
more contract this group is going to add on top of their original position, this is because they
constantly must deploy cash in the financial markets. When the funds have committed a lot of
longs, relatively speaking, it means that as a group they have no more longs left to commit to
the market. Which then means, that there is no one left to drive the market in the same
direction. What we then see is a trend change occurring. Therefore, when the non-
commercials are heavy buyers we look to sell and when they are heavy sellers we look to buy.
Long Term Campus COT Index – 3-year cycle periods – anticipatory trade
Bearish: Index above 80%ile (green line)

Bearish: Index shows a one year / multiyear high + index above 40%ile range

Bullish: Index below 20%ile (red line)

Bullish: Index shows a one year / multiyear low + index below the 60%ile range

Short Term Campus COT Index – 15-week cycle periods – trend trade
Bearish: Index above 80%ile (green line)

Bullish: Index below 20%ile (red line)

Expectation: This is a fundamental set up tool and not a timing tool. It can be in extremes for
a long time until price starts to move. It can also abandon the extreme rather quickly. The non-
commercials are not necessarily wrong. What we see is the total amount of contracts in the
market. Not when they started buying, and therefore we do not know their average price. It is
very interesting though, to understand when they have fired all their firepower, because when
they run out of ammo, there is no one left to drive the market into the same direction.

Campus True Seasonality

A lot of markets show some very strong and dominant seasonal time periods or seasonal
patterns. In other words, there are certain times of the year when certain markets are most
likely to rally or decline.
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Campus True Seasonality: Our Campus True Seasonality allows us to always project the
most up-to date and relevant future projection of when the next major seasonal lows and highs
take place.
How to interpret Seasonality:
 Strong Seasonal patterns are 5yrs, 10yr and 15 yrs. Ideally we see an overlap on the
major seasonal highs and lows, when aligning the periods.

 Seasonality is not indicative of the amplitude of the move, in other words, the size of the
expected rally or decline, rather the COT report would be more predictive here.

 Seasonality is not to be used to argue trend, HLs or LHs. Rather it tells us when are
potentially better or the best times to be a buyer and potentially better or the best times
to be a seller in the future

 The strongest seasonal periods of the year are found in Equity Indices and Precious
metals as per the following

October / November buy point in Equity Indices

End of December, January buy point in Gold / Silver

Expectation: Seasonality is not a be all end all. Usually, markets tend to rally and decline
about the same time every year, but not necessarily. Therefore, we will be using seasonality as
an additional layer to get a better understanding of the underlying fundamental condition of the
market, or in other words we will be using our Campus true seasonality as a fundamental set
up tool but also as a timing tool.

Campus Valuation
Campus Valuation allows us to get a sense of value for all sorts of stocks and equity indices,
our infinite markets. To do this we look at the relationship of a stock and interest rates. What
usually happens is that there is a specific spread in terms of how close together or far apart
these are. I believe that interest rates have an extreme influence on the prices of stocks.
Therefore, I want to compare the price of any stock on a ratio to interest rates. And this would
give us indication of whether a stock is priced relatively low compared to interest rates
(undervalued) or if a stock is priced relatively high compared to interest rates (overvalued).
Valuation against: Stocks and Equity Indices, we value against Interest Rates (@US).
Commodities, and the USDollar we value against Gold (@GC) and our Majors we value
against the US Dollar ($DXY). On Forex, I use the 2 out of 3 rule.
Cycles: When it comes to under and overvalued, there is no magic number to the cycle
periods that work best on each market. For some market, it seems like a 10 day works better
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than 30, and for others it is the opposite. For most stocks we use a 13-week cycle period. Daily
cycles are to be used with the trend. And weekly cycles are to be used to argue a trend
change.

Best fundamental set ups

Finite markets (Commodities)

Forecasting a major rally: bullish COT + seasonal low
Forecasting a major decline: bearish COT + seasonal high

Infinite markets: (Equity Indices and Stocks)

Forecasting a major rally: undervalued + seasonal low
Forecasting a major decline: overvalued + seasonal high

Manmade Commodities (Forex and Treasuries)

Forecasting a major rally: undervalued and/or COT + seasonal low
Forecasting a major decline: overvalued and/or COT + seasonal high
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Step 4 HQ Zoning on LTF (market timing)

Step 1: Identify Supply and Demand zones that are located within the right fundamental
context (fundamental indicators) and technical context (HTF Direction and HTF Location)

Step 2: Validate zone qualifiers – they must all be met for me to be able to take a trade

 Leg out explosive candles, or abnormally bigger decisive followed by at least one more
decisive / explosive candle

 Profit margin price must have travelled at minimum 1:3 away from the zone

 Freshness must be fresh based on wider version

 Base duration approximately 1-6 ideally indecisive candles (pin bars) in the base

 Arrival for counter trend trades only. Arrival should consist of decisive candles where
there is no opposing zone created

 Beginners rule these rules are objective and mechanic and as a beginner I try to stick
to these rules in favor to train my eyes

 Advanced rule with growing experience I am allowed to create my own, alternative

zone qualifier set of rules, where not all rules need to be in place

Step 3: Check for advanced zone qualifiers and SET the trade

 Level on top of level SET the lower level based on the wider version for demand and
SET the higher level based on the wider version for supply

 Flip zone, originality not having a flip zone, or the zone not being original does not
invalidate my zone

Alternative Step 3 Check for advanced zone qualifiers and wait for confirmation

 Price action & signature: Hammer, shooting star, hanging man, bearish engulfing,
bullish engulfing, trend lines, head and shoulders.

 Advanced: Enter above prior days high or low

 When do I use confirmation: Multiple or large levels which makes a SET difficult.
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Step 5 Trade Management

Some key points on trade management

1. Know when to hold’em and know when to fold’em

2. Learning how to hold on to winning trades

3. Natural tendency is to take small profits to pay off recent losses

4. Our fear of losing profits exceeds our hope of holding on

5. These are emotional decisions not based on logic

Basic trade management rules

Move SL to breakeven

 Trend: Move SL to breakeven once price hits a 1:2 risk to reward

 Counter Trend: Move SL to breakeven once price hits a 1:1 risk to reward

 Anticipatory: Move SL to breakeven once price hits a 1:1 risk to reward

Targets

 Trend: target always at 1:4 risk to reward

 Counter trend: target always at 1:2 risk to reward

 Anticipatory: target always at 1:4 risk to reward

Trailing: Advanced trade management rules

Step 1: Identify technical risk

 Is price approaching opposing Supply or Demand zones?

 Has price left large price gaps on the way up or down?

Step 2: Identify fundamental risk

 Has the fundamental condition changed (COT?, seasonality? valuation?)

Step 3: Identify targets that should be reached based on your analysis

Step 4: until target is met trail using the following rules

Technical risk & running risk to reward >1:1  SL to B/E

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Technical risk & running risk to reward >1:3  aggressive technical trailing, tight SL below
one-, two- or three-day lows, with potential LTF level coverage

Technical risk & fundamental risk regardless of risk to reward  aggressive technical trailing,
tight SL below one-, two- or three-day lows, with potential LTF level coverage

Exemption to the rule:

On certain trades that meet the “best fundamental set up rules”, analyzed on trade-by-trade
basis, I am allowed and can decide to not trail unless I see the fundamental condition to
change.

If overleveraged I have a monetary target of x dollars. If price hits my target amount, I will exit
the trade. A well-executed overleveraged trade gives me double the Rs and can make a big
difference in my trading log.
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9. MY INVESTING RULES

It takes Time
It takes time for your trading career and your money to grow. A small investment can become
a big investment but only with time and time alone. Time creates growth. Huge profits do not
come overnight. Guess what else takes time. Growing a business, climbing up the corporate
ladder, a degree, heck even growing crop takes a long time. Think of what you can achieve in
5-10 years rather than what you want next month.

Why Investing
 Most efficient use of your capital

 The believe in revolutionary economics

 Retirement

 Emotional barriers in trading take a long time to overcome

 The time of acquiring a skill in trading

 Is trading for you

Fundamentals
Fundamental Indicators help us determine and time market bottoms and tops, so we have an
idea when to get in and out of the markets. We need a lot of confidence to deploy most of our
idle cash. And therefore, we need tools that help us identify recessions so we can potentially
sidestep them, as well as bull markets so we can timely re-deploy and get back on the bull
train. For this we use a variety of tools that cover most aspects of the economy, ranging from
future GDP projections, employment trends, interest rates, and P/E valuations.

Step 1 understanding fundamentals

Online Trading Campus provides me with a yearly roadmap, which does this for me, however,
I will track the following indicators myself, at least once a quarter.

 The dynamic yield curve

 The anxious index

 The conference board employment trends index

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 S&P500 P/E valuations

Step 2 understand market cycles

 What is the decennial year? 2, and 3 are usually the beginning of bull markets.
phenomenal 5. Years 7 and 0 are usually bad years.

 What is the election cycle and the decennial cycle in terms of best buy points?

Step 3: choosing the strategy that fits my capital and performance requirements and buying
with the cycle lows and/or HTF demand
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Campus Equity Index

The Strategy: Buy the 5 lowest priced relatively low P/E stocks within the Dow Jones
Industrial Average.

Entry strategy: Time in the market > timing the market

Buy around the cycle lows determined in the yearly roadmaps. (Buy in monthly demand, if
possible)

Exit strategy: we only exit if we see a fundamental warning sign

Rollover: Perform rollover once a quarter, or at the next cycle low, if the list has changed.

Expectations: Historically, this strategy has achieved an average of 20% ROI per year,
including the bad years. This strategy consistently and comfortably outperforms the best U.S.
equity indices Dow Jones and S&P500 (10% per annum).

This is the most objective, mechanic and least time-consuming strategy I know of to
outperform the market.

This strategy is for you if you

 Want to deploy large capital with little volatility, but low to medium upside potential

 You are new to long-term investing

 Everyone else 😊

Performance from 2nd of November 2021 to today, 27th March 2022

Campus Equity Index

Company Rank Fwd P/E Entry Date of Entry Invested Weight Current Price ROI Total Capital
WBA 1 9.23 $ 47.5 2021-11-02 $ 20,000 20% $ 47.1 -0.9% $ 19,823
INTC 2 9.68 $ 49.6 2021-11-02 $ 20,000 20% $ 51.8 4.5% $ 20,895
VZ 4 9.88 $ 53.1 2021-11-02 $ 20,000 20% $ 51.3 -3.3% $ 19,333
CSCO 5 15.66 $ 56.4 2021-11-02 $ 20,000 20% $ 55.0 -2.4% $ 19,510
DOW 6 9.23 $ 57.6 2021-11-02 $ 20,000 20% $ 64.7 12.2% $ 22,450
Campus EI 2.0% $ 102,011
Dow Jones $ 35,797 2021-11-02 $ 100,000 100% $ 34,759.0 -2.9% $ 97,100
S&P500 $ 4,605 2021-11-02 $ 100,000 100% $ 4,536.5 -1.5% $ 98,512
Nasdaq $ 15,891 2021-11-02 $ 100,000 100% $ 14,755.8 -7.1% $ 92,856
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Campus Comparative Strength Index

The Strategy: Buy at least 5 stocks that are comparatively stronger than the Equity Indices

Entry strategy: Time in the market = timing the market

Monthly Demand, Monthly Uptrend, Campus Buy Signal, 13-week cycle Campus Valuation,
Yearly Roadmap Cycle Low

Exit strategy: we only exit if we see a fundamental warning sign

Rollover: Performing rollover is not mandatory but if you must, perform a rollover at the next
cycle low, if applicable.

Expectations: This strategy is the powerhouse of investing strategies, but with great power
comes great responsibility. For this strategy we must deploy our full arsenal of tools, market
knowledge and skill set. We are investing in the markets that have the most volatility in the
game. Therefore, timing the market becomes equally important to minimize the potential risk to
the downside. This is less of an objective strategy, and sometimes, our market bias can hurt
us. We must follow our rules strictly.

This strategy is for you if you

 Want to deploy large capital with high to very high upside potential, but also high
volatility

 You are a well-seasoned investor and have the gut for market heat

 This strategy comes and goes and every year there are new opportunities, therefore, if
you are new to investing try with a smaller amount first before you deploy most of your
capital.

Performance from 1st of February 2022 to today, 27th March 2022

Campus Comparative Strength

Company Buy Opened Entry Date of Entry Invested Weight Current Price ROI Total Capital
AMD Now yes $ 107.9 2022-01-31 $ 11,111 0.11% $ 119.7 10.9% $ 12,320
DIS Now yes $ 138.5 2022-01-31 $ 11,111 0.11% $ 139.1 0.5% $ 11,165
FB $240 yes $ 240.0 2022-02-04 $ 11,111 0.11% $ 221.8 -7.6% $ 10,269
NFLX Now yes $ 402.0 2022-01-31 $ 11,111 0.11% $ 373.9 -7.0% $ 10,333
PYPL $124 yes $ 124.0 2022-02-04 $ 11,111 0.11% $ 113.8 -8.3% $ 10,194
AMZN Now yes $ 2,895.0 2022-01-31 $ 11,111 0.11% $ 3,295.5 13.8% $ 12,648
JPM Lower no $ 128.56 $ 11,111 0.11% $ 141.92 10.4% $ 11,111
SBUX Lower Yes $ 88.00 2022-02-25 $ 11,111 0.11% $ 87.47 -0.6% $ 11,044
WMT Lower no $ 11,111 0.11% 0.0% $ 11,111
1.3% $ 100,195
Dow Jones $ 34,570 2022-01-31 $ 100,000 100% $ 34,759.0 0.5% $ 100,547
S&P500 $ 4,421 2022-01-31 $ 100,000 100% $ 4,536.5 2.6% $ 102,613
Nasdaq $ 14,454 2022-01-31 $ 100,000 100% $ 14,755.8 2.1% $ 102,088
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Other Stocks
Build yourself your own portfolio of other Stocks. Learning about the company and its future
earnings projections, as well as other fundamentals are advised.

Learn about some of the Online Trading Campus Stocks

Clinuvel – CUV

Media and Games – M8G

VolitionRX – VNRX

Santhera – SANN

Expectations: These stocks come with extreme volatility and extreme upside potential.
Because they are small cap, they may take a longer time to work out. They can be part of your
portfolio but only if you learn about these companies. Online Trading Campus also identifies
other stocks frequently that could be part of my list, like Zoom, NIO, BABA. These stocks must
be timed with monthly Demand.

Crypto Portfolio
Build yourself your own crypto portfolio. Questions you may want to ask for investing:

Rule: Comparative strength + Monthly Demand

Benefits of blockchain technology?

 What problem or pain point is being solved for stakeholders? For a company?

 What value is being created or captured?

 What are competitors doing to address similar pain points?

 Why is blockchain technology the best solution?

What are the specifics of the blockchain use case?

 Which costs of verification or networking can be reduced?

 Which transactions need recording?

 Which stakeholders need write and read access to ledgers?

 What is the customer interface and how is it better than current interface?
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Costs of technical challenges and transition?

 What tradeoffs of scalability, performance, privacy & coordination are necessary?

 Can permissioned blockchain adequately address use case?

 How can broad adoption be realized?

Are net Benefits sufficient?

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