Seminar Curriculum

What Can You Learn from Sunny?

Sunny is a veteran trader of more than 30 years.  She is self-taught, and has studied more than 847 books about the markets and trading.  She is also an EasyLanguage expert and can teach you how to trade the markets, and how to program EasyLanguage so you can do your own independent research. There is no other teacher like Sunny. Remember that "Education is not expensive: Lack of Education IS". How long can it take you to lose $6000 trading the markets?

When you consult or take a seminar with Sunny, here are the kinds of things you can learn:

  1. The Market
  2. What Is Trading
  3. Why Do YOU Want to Trade?
  4. What Is Your Goal?
  5. How Much Can You Risk? (also see Risk vs Reward below)
  6. What Kinds of Risk Are There?
  7. Developing Your Business Plan
    1. Keeping a LabBook
    2. Time Management Tools
    3. Keeping Track of the Days
    4. Your Hourly Wage
  8. Organizing Your Business
    1. Space Planning
    2. Color Schemes
    3. Organizing Your Trading Ideas
    4. Quick Reference
    5. Computer Power
    6. Your Trading Records
  9. Learning the Jargon
  10. Adages
  11. The Exchanges
  12. Reading the Ticker Tape
  13. Dow Theory
  14. Margin Requirements
  15. Inflationary Effects Over Time
    1. Annual Closing Values of the Dow
    2. Historical Margin Requirements
  16. Fundamental Analysis
  17. Sector Analysis
  18. Technical Analysis
  19. Time Frames
    1. Your ViewPoint
    2. Long-Term (Investing)
    3. Micro (Real Time Data Feed)
    4. Dual Time Frames
  20. Data Sources
    1. Building a Database
    2. Vendors
    3. How Much Is Enough?
    4. Synthetic Contracts
  21. Periodicals
    1. Newspapers
      1. Financial Pink
      2. IBD
    2. Magazines
      1. Active Trader
      2. Futures
      3. SFO
      4. TASC
      5. Traders' Catalog & Resource Guide™
      6. Traders World
    3. OnLine Services
      1. Briefing.com
      2. INO.com
      3. ValueLine
  22. Charting Techniques
    1. Chart Construction & Analysis
    2. Types of Charts
    3. Trend Analysis
    4. Gap Theory
    5. Volume & Open Interest
    6. Reversal Patterns
  23. Technical Indicators
    1. Bar Analysis
    2. Support & Resistance
    3. Consolidation & Congestion
    4. Finding Trends
    5. Moving Averages
    6. MACD
    7. RSI
    8. Stochastics
    9. Well-Known Systems of Others
    10. Published Systems in Popular Literature
    11. Sunny's Proprietary Indicators and Strategies
  24. Fundamental Data & Information
    1. RS (Relative Strength)
    2. CANSLIM
    3. Economic Data
    4. Supply & Demand
    5. Sector Analysis
    6. Intermarket Analysis
    7. Cycles
    8. Strategic Investment Timing
  25. Computer Software
    1. Sorting for Tradables
    2. Genesis Navigator
    3. MetaStock
    4. MultiCharts
    5. Ninja Trader
    6. TC2000 (& TCNet)
    7. TradeStation
  26. The Analysis Process
    1. Digital vs. Analog Analysis
    2. Numerical Analysis
    3. Pattern Analysis
    4. Necessary & Sufficient
    5. Proofs
  27. Equations & Formulae
  28. Exploring the Literature
    1. Sunny's Books
    2. Sunny's Must Read List
    3. Comprehensive Book List
  29. Clubs and Professional Organizations
    1. AAII
    2. AAPTA
    3. MASC
    4. MTA (Market Technicians Association)
  30. Networking
  31. Users' Groups
    1. MetaStock
    2. TradeStation
    3. Vector Vest
  32. Seminars & Conferences
    1. The Money Show
    2. TradeStation World
    3. Traders Expo (Githler)
  33. Trading Instruments
    1. Bonds
    2. Cash
    3. Commodities
    4. Futures
    5. Mutual Funds
    6. Options
    7. Stocks
  34. Investment Timing
    1. Turning Day Trades into Position Trades
  35. Selecting Your Time Frame
  36. Contrary Investing
  37. Your Trading Plan
  38. Canned Trading Systems
    1. Trading OPM (Other People's Methods)
  39. Watchdogs
    1. Futures Truth
  40. If the System's So Good, Why Are You Selling It?
  41. Breaking the Code
  42. Following the Code
    1. Buckle Up for Safety
    2. Post-It Notes
  43. Psychology
    1. Fear & Greed
    2. Sabotage
    3. Coaches
    4. Self-Analysis (ref: Adrienne Toghraie)
  44. Ethics
  45. Holy Grail
    1. Profits Swept Under
    2. Predicting the Future
    3. Dancing with the Markets
    4. Is That All There Is?
  46. Phases of Discovery
    1. Think
    2. Test
    3. Follow Your System
  47. System Design
    1. Design of Experiments
    2. Your Lab Book
    3. Putting Your Ideas on Paper
    4. Accepting the Results
    5. Am I Done Yet?
  48. What Is True?
  49. Creating Your System
  50. System Testing
    1. Marking the Ideal Trades
      1. Calculating Your PHW™ (Potential Hourly Wage™)
    2. Overlays and Transparencies
    3. Proving a System "Works"
      1. Calculating Your CPC™ Index (Cardinal Profitability Constructs™)
  51. Factoring in Costs
    1. Slippage
    2. Commission
    3. Data Service
    4. Office Supplies & Maintenance
  52. Keeping Losses Small
  53. Protective Stops vs Profit-Taking Stops
  54. Looks Like a Duck, Walks Like a Duck
  55. Curve Fitting
  56. Optimization (the correct way)
  57. Areas of Confluence (Clustering Effects of Good Optimization)
    1. Comfort Zones
  58. Money Management
    1. Risk vs Reward
      1. Liquidity Risk
        1. The risk of not being able to get out of the investment conveniently at a reasonable price. This can occur for a number of reasons. If the market is volatile, you may be forced to sell at a significant loss if you must sell immediately. Another cause can be an inactive market. For instance, it may be difficult to sell a house simply because there are no buyers.
      2. Market Risk
        1. The risk that the general market or economic environment will cause the investment to lose value regardless of the particular security. A stock may drop in value simply because the overall stock market has fallen; this is referred to as stock market risk. A bond doesn’t face stock market risk, but it may drop in value due to a rise in interest rates; this is referred to as interest rate risk.
      3. Inflation Risk
        1. The uncertainty over future inflation rates, which results in uncertainty over the future real (after-inflation) value of your investment. An investment that barely keeps pace with inflation will not be able to grow in real terms, leaving you with only as much purchasing power in the future as you have today.
      4. Business & Industry Risk
        1. The uncertainty of an investment’s ability to pay investors income, principal, and any other returns due to a significant fall-off in business (either firm-related or industry-wide) or bankruptcy. A stock, for instance, may fall in value because a firm’s earnings have unexpectedly dropped due to bad management calls or an industry-wide slowdown.
    2. Optimal-f
      1. Ralph Vince
      2. "Portfolio Management Formulas"
    3. Ultimate-F
      1. Sunny Harris: Compounding Your Returns (Proprietary)
  59. Styles and Levels of Control
    1. Systematic Trading
    2. Mechanical Trading
    3. Automated Trading
  60. Setting Up Your Account
  61. Record Keeping
  62. Divvying Up the Portfolio
  63. Entering Your First Trade
  64. Order Types
  65. Legal & Tax Questions
  66. Lawyers
  67. Regulators
    1. CFTC
    2. NFA
    3. NASDAQ
    4. SEC
  68. Evaluating Your Performance
    1. Using CPC & PHW
    2. Useful Statistics
      1. ME (Mathematical Expectation)
    3. Measuring Success
      1. RS
      2. VAMI
    4. Is It Still Working?
  69. Accounting
    1. Do It Yourself?
    2. Accountants
    3. Back Office Services
  70. Useful Internet Connections
  71. Systems and Strategies that Work!

Call me, and we'll talk about it.  You can reach me during market hours at (760) 908-3070.