I Got Start While At Work
I was working at the insurance company as a claims adjuster. I used to go out, grab my Panda Express and eat at my desk. I'd start reviewing the stock on my Watchlist that I had recently created. You see, I would "hunt" for momentum and I'd trade it. I quickly honed in on swing trading as the strategy I wanted to master.
Well, I doubled my money in the first 6 months! I made a believer of my wife and other skeptics. I had worked out much of the strategy but I needed to figure out one more piece of my puzzle...
So I started selling off my stock positions to buy Wealth Training until I found what I needed to close that mental loop in my mind.
I tested my general strategy against about 500K other traders in the CNBC Portfolio Challenge.
I ranked well and made over 69% in about 60 days. I was in the top 2% of all trading portfolios. So here is the proof of that, right? However, CNBC leveled the playing field. They made all order a Market Order placed at the end of the day. So you couldn't use Limit Orders to get in and couldn't use Stops to get out, etc. Everything was by hand. So I consider making 69% like this, the "hard way."
After attending seminars with the stock trading gurus, I was able to ask the right questions and find the answer I needed. I got the last piece of the puzzle in my mind and I went on to double my money each year from my desk at work for 4+ years in a row.
I tested my strategy again using another portfolio
This time, I took over an account during Covid. I was all pissed off that the portfolio manager had let the account drop from 300+K down to 200K. I wanted them to take "ownership" of the problem and move money as needed to stop the falling assets. But no! Listen up. Anyone that tells you "we're in it for the long haul" shouldn't be managing your money. IMHO - That's just code for "they don't know WTF to do" or they don't want spend the time required to figure out how to trade. Yes, that's the truth! Many brokers are just broker than you. They simply want to pick a stock or mutual fund and leave your money there indefinitely.
I almost got my Securities License until I started reviewing the books
I got the Series 6 & 63 books but you could take the 6 & 7 tests too. You need one of these combinations of 2 state exams to get your Securities License. However, once I got the books and started to study I realized that the exam is geared towards having the state certify that you can read a disclaimer to someone when they buy a security! That's it! It has nothing to do with being a good investor or not!
So I could get certified, still be clueless like many brokers are, read you the disclaimer and take your money after showing you your budget falls short if you keep doing nothing about your finances, and then proceed to throw darts at the board to pick the mutual fund. Then years later, I could tell you "well we're in it for the long haul" because the reality is that I would still be getting 1-2% commissions per year while I manage your money.
Isn't that sad? - Rich Advise: No one cares more about your money than you do!
I ran a Discord channel for traders
So being kind of pissed off at traditional investors and being a "real" guy, I took over the account and started trading with it. I even joined a Discord channel for traders but that fell apart after about 6 month. So I stepped up again. I launched a Discord channel for traders without doing any marketing or having any monetization in place or anything. Yeah, I did everything wrong on the marketing side. But I gave everyone free advice. I put my money where my mouth was and so when I made a "call" it wasn't in theory, I'd put my own money on the line. 10K here, 10K there, etc.
I had day-traders, swing-traders and long term investors all in the same Discord channel. Not necessary and I don't recommend it. You don't need to be "all things to all people." Instead, just do one thing really f0@7i#g well. That's it. Just do one thing like a pro.
Here's an example of one of my day-trades. Above that was some social proof of the help I gave to the group.
Proven System
I put my money where my mouth is. I tested my strategy over and over. I proved I could double my money each year multiple times now. I can't guaranty you'll have as much success as me. The RIO is relative to the size of the account, your individual risk level, the strategy you use, etc. - Think of it like this. If we both were playing golf, what club you use to get to the green is different the one I would use. Why? Cause we're not the same height, same strength, using the same strategy, let a lone the same kind of clubs with the same skill levels. There are too many variables.
However, none of that means that the strategy is wrong or should change. You tie off with a driver, use iron's while on the fairway and try not to 2 put on the green. The same is true with stocks. - I know, I'm simplifying things. But you too can learn from those of us who have figured this out and benefit. Yes, you can benefit. I can't promise you'll double your money like me, but I can promise you'll get a great education on Swing Trading stocks.
Yup, you guessed it. I put my strategy down on paper, created a small ebook/report. It's just a bit long to be called a report (25 pages) but a bit short to be an ebook. I couldn't really make a cheat-sheet out of the strategy w/o leaving stuff out. So I tried to make it easy for anyone, strategic for just what is needed without requiring a degree in underwater basket weaving to understand it all.
Trading Watchlist — curated swing-trading checklist and process.
I put my money where my mouth is... How about you?
Want to see more?
Right now I am giving away my stock trading ebook for free! But only for this month. After that, I'm going to start charging $67 or more for it. However, right now you can get it completely for Free. All I ask is that you give me some feedback. Like it or spike it, I don't care. Just tell me what you think and I'll use your feedback to improve the ebook.
Get your FREE copy and start trading stocks today!
“For educational purposes only — not financial advice.”
Quick Answers
Are the guides really free? Yes, every PDF guide on this page is completely free to download.
Do you offer consulting? No! I have too many other websites and projects that require my time. This is a small site. I have a couple of large authority sites that I need to spend more time on. However, similar to this site, I'll go out of my way to provide massive value and help to everyone if I can.
Where can I see your projects and case studies? You'll find more details about my projects and deeper insights on my About and Home pages. This page is designed for quick connections and immediate value.
With a Network Administration background, this former Insurance Claims Adjuster has a knack for investigations mixed with a touch of dark and self deprecating humor. Chris shares insights on social media strategies and insurance claims, blending technical know-how with real-world experience. Learn more about Chris and his projects on the About page.
Best thing I ever did was started trading stocks at my desk over my lunch hour. The second best thing was to sell my stocks to buy investment education & training. Third best thing was to show some kindness and buy millionaires lunch or dinner one-on-one.
Robert G. Allen
“Don’t let the opinions of the average man sway you. Dream, and he thinks you’re crazy. Succeed, and he thinks you’re lucky. Acquire wealth, and he thinks you’re greedy. Pay no attention. He simply doesn’t understand.”
- This quote reminds me to stay focused on my goals, no matter what others think. Success often comes from doing what others won’t.
Gordon Dahl
“Most middle-class Americans tend to worship their work, to work at their play, and to play at their worship. As a result, their meanings and values are distorted. Their relationships disintegrate faster than they can keep them in repair, and their lifestyles resemble a cast of characters in search of a plot.”
- This quote challenges me to keep my priorities straight and live with purpose.
Myron Golden
“Your job wasn’t created to pay you what you’re worth. It’s meant to pay you what the job is worth. The only person that will pay you what you’re worth is you.”
- This quote inspires me to take ownership of my value instead of waiting for others to recognize my worth. Fun fact: I had dinner with Myron, one-on-one, back in the day. Buying these millionaires dinner was the best money I’ve ever spent!
Disclaimer: These are my personal socials, not the business ones. I’ve never put much into ‘personal branding’ because I’d rather focus on building strategies that actually work. You won’t see me chasing followers or posting every meal — that’s not my style.
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