Swing · Charts · Options · ETFs · Dividends · Retirement
Trading strategies with the rules written down
Each strategy gives the entry, the stop, the exit and the market that breaks it, then runs the numbers on a hypothetical trade. Next to them sit guides that answer one question apiece, definitions worked through with numbers, calculators that print their steps, and free retirement courses.
Playbooks
All strategies →Playbook
Cup and Handle Breakouts: Trade the Handle, Measure the CupBuy the cup and handle only on a close above a shallow, quiet handle in a rising market, and let the handle low set the risk.
Playbook
Swing Trading With Fibonacci: Retracement Zones That Earn a TradeFibonacci retracements earn a trade only when a clear swing pulls back into the 38.2% to 61.8% zone and a reversal close shows buyers stepping in.
Playbook
Intraday Swing Trades: Catch the Move and Be Flat by the BellOne intraday swing, taken on a VWAP pullback after the opening range and closed before the bell, removes gap risk at the cost of more trades and tighter rules.
Case studies
More strategies →Case study
Case Study: What One Dividend Cut Does to an Income PortfolioCap every holding, check dividend coverage by free cash flow each year, and treat a very high yield as a question to answer first.
Case study
Case Study: A Swing Trade That Ran Into an Earnings DateRecord the next earnings date on every entry, and size any position held through a report for the gap, not the stop.
Case study
Mag 7 Case Study: How Much of Your Portfolio Is Seven Stocks?Count your look-through exposure to the seven before buying more of any of them, and set a cap on it in advance.
Calculators that show their working
All calculators →- 01Fibonacci RetracementRetracement and extension levels from a swing low and high, in an uptrend or a downtrend.
- 02Moving AverageSimple and exponential moving averages from a list of closing prices, with every step shown.
- 03Position SizeThe share count from your account risk and stop, the reward in R, and the loss if the stock gaps past the stop.
- 04Covered CallPremium income, maximum profit, breakeven and the upside given up when you sell a call on shares you own.
- 05Leveraged ETF DecayHow a daily-reset 2x, 3x or inverse fund drifts from its multiple of the index over a run of days.
- 06Prop Firm ConsistencyWhether your best day breaks a consistency rule, and the total profit you need for it to pass.
- 07Dividend YieldCurrent yield, yield on cost and yearly income from a dividend, a share price and your share count.
- 08Social Security ClaimingYour monthly benefit at each claiming age from 62 to 70, and the age where waiting starts to pay.
- 09Retirement WithdrawalHow long savings last at a chosen withdrawal, return and inflation rate, year by year.
Free retirement courses
All courses →- 01The Taxman Can Wait Outside: Growing Money in Roth and HSA Accounts
Anyone saving for retirement who wants money that grows and comes back out without tax, whether they are new to Roth accounts or already hold one.
- 02Don't Let the Nest Egg Crack: A Retirement Withdrawal Plan
People within about ten years of retiring, or already retired, who want a written plan for drawing income from their savings.
- 03The Social Security Waiting Game: When to Claim Your Benefit
Anyone within about fifteen years of claiming Social Security, and married couples who want to decide their claiming ages together.
- 04Tax Landmines After the Last Paycheck: Retirement Tax Planning
Retirees and near-retirees with savings in a traditional IRA or 401(k) who want to see how withdrawals, benefits and Medicare premiums interact.
- 05The Care Bill Nobody Budgets For: Planning for Long-Term Care
People in their 50s and 60s planning for possible care costs, and adult children helping a parent understand the options.
ETF lists and resources
- Gold ETFs Compared: Bullion Trusts, Miner Funds and Leveraged Gold
- Inverse ETFs by Index: The -1x, -2x and -3x Funds Side by Side
- ETFs for Short Swings: Ways to Trade a Few Days of Downside
- Swing Trading Vocabulary: Words From Entry Trigger to Exit
- Free Data for Traders: Filings, Releases and Calendars at the Source
Questions answered
All guides →- Dividend ETFs vs Dividend Stocks: Which Suits an Income Portfolio?
- Earnings Calendar Workflow: Planning a Trading Week Around Reports
- How Is Social Security Taxed? The Provisional Income Test Explained
- How Many Stocks Should You Own? Concentration Against Diversification
- How Much Do You Need to Retire? A Worked Estimate You Can Redo
- How Much Money Do You Need to Trade Options? Worked Cases
Definitions
All definitions →Topics
All topics →- Technical Analysis
Charts, indicators, retracements and the patterns traders act on.
- Swing Trading
Setups held for hours to weeks, sized from the stop and planned around the calendar.
- Options
Covered calls, the wheel, volatility and what a contract costs you.
- ETFs
Gold funds, inverse and leveraged funds, and swing trading with ETFs.
- Dividends
Yields worth trusting, dividend cuts, and where income stocks belong.
- Prop Trading
Evaluations, drawdown floors and consistency rules on a funded account.
- Earnings
Earnings calendars, volatility crush and holding a position through a report.
- Investing
Concentration, index overlap and how many stocks a portfolio needs.
- Retirement
Tax-free accounts, withdrawals, Social Security, tax traps and long-term care.