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New Plan Trading Company - Stock Market Active Trading
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New Plan Trading Company - Stock Market Active Trading


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Learn more about New Plan Trading Company, and our philosophy on trading in today's stock market. If you have been paying attention to the stock market recently, you’ve noticed the “Buy and Hold” …

Learn more about New Plan Trading Company, and our philosophy on trading in today's stock market. If you have been paying attention to the stock market recently, you’ve noticed the “Buy and Hold” strategy of the past no longer works. If you realize you should be more active with your investments, but the thought of actively trading the stock market makes you start sweating, contact me to learn more about our trading philosophy, and how becoming a part of our Team can make a world of difference! Check out this Slideshare Powerpoint link for a brief overview and give me a call! Together, we can make a difference!

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  • 1. New Plan Trading Company Are you ready for a New Plan?
  • 2. What New Plan Trading does: • We help our Shareholders make better returns on their capital by actively trading a very small group of stocks and Exchange Traded Funds (ETFs). We trade both long and short, which means our Team profits whether the Market moves up or down.
  • 3. • We utilize price action, moving averages, Japanese candlestick charting, oscillators, MACD, volume, and other technical analysis tools to guide our decisions on market timing and direction. Basically, we follow short term trends. • Our trading frequency varies depending on the technical indicators and price action. We typically utilize swing trades lasting from one to several days in duration.
  • 4. • We concentrate most of our trading on two ETFs: the Direxion Small Cap Triple Bull Shares (TNA), and the Direxion Small Cap Triple Bear Shares (TZA). These ETFs are correlated to the IShares Small Cap Russell 2000 Index fund (IWM) such that when IWM goes up 1%, TNA goes up 3%, and TZA goes down 3%. • We actively manage potential losses and lock-in potential profits by utilizing price stops for automatic exits when necessary.
  • 5. • TNA and TZA are NOT long term investment vehicles, and should only be traded by active traders on a relative short term basis. Properly managed, however, they yield excellent returns.
  • 6. Why become a part of our Team? • We only make money if you make money! – Chances are, your current Broker or Investment Advisor gets paid regardless of whether your account actually makes money, because they get paid as a percentage of assets under management (AUM). The more AUM, the more money they make, regardless of how your account performs.
  • 7. • It is ludicrous to give your money to a broker who reviews your account every couple of months and gets paid regardless of whether your account goes up or down! When you buy a stock from your broker, are you buying on the open market, or are you buying shares that the broker’s firm previously purchased (at a much lower price), and then pushes onto clients at a higher price (leaving a nice profit for the broker)? Most people don’t even realize this practice occurs! Think of the last major market swing down, when you called your broker and asked their opinion on what to do…..they probably told you not to worry, the market will come back, and in fact, you should be buying more at these falling prices……sound familiar?
  • 8. • The old “Buy and Hold” strategy of the past does not work in the highly technological, highly fluctuating market of the new millennium. An actively traded investment program, managed to take advantage of market swings both up and down, can yield substantially more. We trade exactly what the Market gives us, and we aggressively manage price action stops to minimize potential losses and lock in profits.
  • 9. • If you do not make money, we do not make money! We have a vested interest in your success. We understand that we need outside funding, and we need to properly execute a well planned trading program to exist as a company. We value and appreciate our Team! • We are only successful if YOU are successful!
  • 10. How do the details work? • You would join our Team as a Shareholder in New Plan Trading Company, and are issued 1 share of company stock for every $1.00 of capital you decide to invest ($5,000 min. investment). New Plan then utilizes that money as trading capital for daily trading decisions. • As a Shareholder, you do not have to worry about the day to day trading decisions of the Company, nor worry about how to classify yourself as a trader or how to treat any returns from equity investing. You will be issued a K-1 statement at the end of each year, detailing the amount of income you received for the year. The amount of income generated from your invested capital is treated as ordinary business income for tax purposes.
  • 11. • All of the trading capital is pooled into one account for trading purposes. NPTC utilizes a proprietary trading program and strict money management rules to generate profits. Net EOY profits are then distributed according to the percentage of issued shares each shareholder owns. • Remember, we are only successful if YOU are successful!
  • 12. You have a choice of three basic options for your financial investing future: 1. 2. 3. Give your money to a broker who doesn’t care whether you make profits or not, who follows up with you when the computer schedule tells him to do so, and who gets paid regardless of how your portfolio does. Attempt to self-invest, go through a very expensive learning curve, learn the IRS trading rules (you can actually get penalized by trading TOO much and not being classified correctly!), educate yourself on investing rules, fundamental and technical analysis, stops, limits, pre- and post-market trading, and continuously define new trading programs while also maintaining balance in your already hectic day. Become a part of the New Plan Trading Company Team. You are not just a numbered account with us. We purposely do NOT take on too many Shareholders because we do not want to lose that personal relationship with our Team. We only make money if you make money! We manage risk-to-reward, and take what the market gives us. If the market is trending down, we are either flat or short (and NOT staying long, waiting and praying for a rebound)!
  • 13. • The choice is clear: Become a part of New Plan Trading Company and make a difference in your financial future! • The definition of Insanity – Repeating the same thing, over and over again, hoping for different results. • Those who fail to plan, plan to fail…….
  • 14. How to become part of the Team: Contact: Jim Law Home Office 813.681.9705 Mobile 941.650.7391 • We also have one of the best referral programs around, contact me for details!
  • 15. Disclaimers: • New Plan Trading Company (NPTC) is not a licensed or regulated financial services institution, broker (securities or otherwise), financial planning entity, or tax planning entity. NPTC is a for-profit Florida Corporation. • Money invested in NPTC will be utilized as trading capital, and all equity trading, as well as all investment, involves risk, including loss of principal. NPTC actively manages all company trading activities, and utilizes stops to ensure losses on any individual trade is controlled and managed. • NPTC believes in risk-reward trading and strict money management rules. In basic terms, we believe in cutting our losses and letting our winners run! We follow a 3-6-20 money management system, which means we do not risk more than 3% of trading capital on any given trade, and we will close our positions if we have drawdowns of more than 6% in any given month or 20% in any given year.
  • 16. 60 min Chart Example (We make trading decisions based on primarily 60 min charts)