The document outlines a four-part trading business plan to help traders determine what to trade, when to trade, and how to execute trades profitably. The plan includes sections on trading objectives, a self-assessment, and trading system rules. The system rules section specifies what charts, securities, indicators, and criteria the trader will use to determine entry and exit points for both long and short trades.

1. TRADING BUSINESS PLAN
The BigTrends Trading Business Plan will take your trading to
new highs. The four part worksheet will help you determine what
to trade and when to trade it while also showing you how to
execute the plan as a profitable business.

2. I. Executive Summary
State your core goals from trading here, and how you expect to achieve
your goals.
II. Trading/Investing Objectives
i.
ii.
iii.
a. Next 12 Months
Trading
i.
ii.
iii.
iv.
v.
III. Self-Assessment
a. Vision and Purpose
b. Commitment
c. Resources
1. Background
2. Time
2

3. 3. Equipment
4. Capital
d. Trading Edges
1.
2.
3.
e. Weakness/Roadblocks
f. Overcoming Roadblocks
g. What Is Needed For Success
1. Resources
i.
ii.
iii.
iv.
2. Coaching
i.
ii.
iii.
iv.
IV. Trading System Rules
a. Time Frame (What charts will you use in your
trading?)
3

4. b. What securities will your trade (Stocks, ETFs,
Options, FOREX)
c. What Technical Indicators will you use? (Include their
settings)
1. Indicator
i.
ii.
iii.
iv.
1. Long Entry Rules
i.
ii.
iii.
iv.
2. Long Exit Rules
i.
ii.
iii.
iv.
3. Short Entry Rules
i.
ii.
iii.
iv.
4. Short Exit Rules
i.
4

5. ii.
iii.
iv.
1. Profit Targets
2. Stop Limits
3. When will you take profits?
4. Options Selection Criteria (if applicable)
d. How Will I Know the System is Broken?
e. What Could Go Wrong with the Plan?
5