Creating A Trading Plan

Hi Dave,

Can you suggest any resources for creating a Trading Plan? I know that, for me, a solid Trading Plan is an absolute must before I start.


Rick L. – Horsham PA


Thanks for the question.

I know my limits in terms of expertise – and advising you on a Trading Plan would be a bit disingenuous.

So while I know my area of expertise is combining technical analysis, fundamentals and risk management to provide clients robust trading opportunities, reaching outside the ‘Aspen ecosystem’ to answer your question was in order.

So, I wasted little time in reaching out to buddy Rob Booker. Rob is best suited at addressing the Trading Plan question. And sure enough, he was kind enough to put together a PodCast on the topic…..enjoy.

Creating A Trading Plan

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