The Path to Successful Trading

In the broad category of “trading the markets,” there are basically three types of

trading: discretionary, technical, and strategy-based. When I sat down to write this

book, my intent was to write only about strategy trading. But then I realized that

to fully describe strategy trading, it was also necessary to discuss discretionary and

technical trading. It’s important that you understand the difference between them,

which is not always clear. I’ve met many people who believe they are strategy

traders when they’re actually technical traders, and vice versa.

I have known and taught many traders, and have observed that there are four

distinct stages of trader education: discretionary trader, technical trader, strategy

trader, and complete strategy trader. All successful traders have gone through

them. It is almost impossible to be a successful strategy trader without going

through all of these stages. My goal with this book is to help you understand and

move through the stages at much less cost in both time and money.

Every trader usually starts out as a discretionary trader. The amount of money lost

generally determines how long it takes the individual to start using technical

indicators to make trading decisions. Eventually, as even employing technical

indicators fails to move the trader into profitability, the trader moves into the

third stage and starts to write strategies based on quantifiable data. It is at this

stage that the trader ordinarily starts to make money. Finally, the strategies and

money management approaches are refined and the individual becomes successful

as a strategy trader.