DeltaOne Membership

DeltaOne was created as a private community in 2018 for ex-Wall Street traders, portfolio managers and analysts. Today it’s a private membership of elite investors and traders from around the world who have the capital and are past the beginner stage of investing. 

This means a focus on more than just day trading options, or basic technical analysis concepts.

It means using a Top Down approach to trade long/short, cross-asset to generate returns over any time horizon in any market environment. It means you’re around investors from around the world who make well over 6 figures a year trading markets, sharing researching and working to develop the best long/short investment ideas regardless if they’re short or long-term. 

Membership Includes:

  • Deltaone Chat Rooms (Thematic longs, short-selling, macro, intraday-trades, value) 
  • Weekly Members Mentoring Webinar
  • The LongVol Report 
  • AST Alerts Membership
  • FOPT Education Lectures 
  • SAT Options Lectures 

How Do We Generate Ideas? The Top Down Approach.

We Generate Alpha Long or Short, Across ANY Asset Class

We’re analysts first, execution traders second. So, instead of impulsively chasing trade ideas at random with no idea of who, what why or how we analyze using the Top Down Approach. We’re not here to talk about doom and gloom, market tops or other non P&L generating conversations. 

We’re here to do one thing: make money!

 Members learn how to generate ideas and then to take that idea and structure it in their portfolio for optimal risk and return. Whether that is with ETFs, spreads, directional options or leaps – we teach all of that within the FOPT.

This is done by The Top Down Approach we use which employs macro, fundamentals, technicals and our proprietary market-timing models allows us to trade cross-asset, long or short, with any time horizon and any trade structure. 

Our views are that most investors are trapped as they paint themselves into a corner with one strategy or market view which causes: confirmation bias and missed opportunities. 

This approach allows you to generate trade ideas long or short in any market.

-If we think the markets are set to sell off hard, we deploy a strategy for that. 

-If commodities are set to rally, we devise a plan for that. 

-Micro-cap stock flow dead? Not a problem we’ll trade momentum. 

-Turn around situation? We’ll dive into the balance sheet and analyze the situation. 

-Short squeeze on a meme stock? Great, we’ll look at that and analyze whether it makes sense.

We teach mentees a FULL Top Down Approach from analysis to trade structure. Whether that means expressing views through an ETF, spreads, directional options or LEAPs we discuss and teach the most efficient and optimal way to extract money from the investment idea.  

 

The FOPT Lectures. +50 Hours of Educational Material.

DeltaOne Members have access to The Foundations of Professional Trading lectures on-demand. This allows you to learn key frameworks around: portfolio management, idea generation, short-term trading, risk allocation and more below….

1. Professional Traders v. Retail Traders

The difference between how a trader at a long/short hedge fund thinks, operates and manages a portfolio is a complete 180 from retail day trading. We're going to show you how to think about money, risk, idea generation and how to apply absolute return trading.

2. Principles of Professional Trading

The concept of "Professional" trading is subjective because most that do it have never worked on a trade desk or been true Professional traders or portfolio managers. We'll discuss our frameworks for operating as if you were running a L/S portfolio for an equity hedge fund in these lectures.

3. Foundations of Long/Short Trading

The Long/short trading approach is what most hedge funds use to drive risk-adjusted returns. So, instead of just day trading or betting on one stock to make money you'll learn the long/short framework and why it matters.

5. Thematic Idea Generation

Thematic ideas are important in the L/S idea process. We'll discuss themes, with past case studies, you can overlay to start generating thematic long/short ideas in these lectures.

7. Trade Structure

Not all trades are created the same. How you choose to express the trade idea is entirely up to you, account and goals. We'll share our framework for structuring trades to maximize returns and efficiency of capital.

4. Macro/Fundamental Idea Generation

The Professional top-down approach means starting with a macro & fundamental overlay first to generate what sectors and stocks to begin looking at in the first place. If you know where to look you can generate long/short ideas.

6. Marketing Timing & Price Analysis

Once ideas are generated then comes the market-timing and price analysis approach. We use a proprietary top-down technical approach to help us with trade timing, entry and soft-target development.

8. Options Trading Mandate

We discuss a plain vanilla options framework here in these lectures. We focus on concepts of using duration via Deep In The Money, LEAPs and some short-term concepts.

9. Putting it All Together

In this module we'll go start to finish on the top down approach and discuss long and short idea generation fro start to finish. We'll include different fundamental drivers and walk through the technical overlay so you can see the process and cement it.

10. Playbook Trade: Opening Drives

This is a great trade for those day trading or who want to be done within the first hour of the trading day. Learn a straight-forward framework for spotting these ideas before market open so you can trade them within the first 15-60 minutes of each day.

11. Playbook Trade: Index ETF Flow

Index ETF flow trading is a very simple and repetitive trade. You'll learn the intraday and 1–5-day setups for this to capture the overall market flow on SPY, QQQ or IWM so you can have a go-to trade in your playbook that requires little research work.

12. Playbook Trade: Bullish Continuation

We build on the market-timing and price action analysis you learn here with a very simple bullish continuation trade. When a stock rallies, but you miss it, you can get back into it with this simple framework we teach.

13. Playbook Trade: Range Breakout/Down Trades

This is a very simple strategy that is plug and play meaning the framework you just learned plugs right in with a few technical inputs. This is great for a quick scalp or trending day moves for intraday or 1-5 day holds.

14. Price Action Trade Idea Generation

Some idea generation can be generated purely from technical/price action parameters that we call PTAs - you're going to learn this framework in-depth to develop price driven analysis ideas for long/short ideas.

15. A Framework for Trading Part-Time

If you are just wanting to do this part-time a few hours a week then we'll give you a framework using the Top-Down approach so you can make the idea generation and actual execution time efficient.

17. Trading Psychology - Learning to Stay Objective

Learning to stay objective when trading and managing a portfolio is paramount. Unfortunately, this topic is left with generic platitudes that offer no real-world application. We're going to share how to become objective in the process from start to finish.

19. Trading Psychology - How to Execute Confidenty

We actually do this and know what it takes to get different personalities to trade confidently and it's not ice-baths or meditation at 5am. We'll discuss framework and realties of what it takes to build confidence in executing.

16. Professional Level Trading Routine

There are many +6 figure DeltaOne traders and if your goal is to become one, or do this full-time, then we'll share and discuss the what that takes and the (real) realities that requires to get to that level so you can gain perspective.

18. Risk Adjusted Returns

Risk adjusted returns are what matter if you want longevity in this business. We dive into a deep discussion on what that means, why we don't use generic R:R measurements and how to think about overall portfolio risk like a Professional.

20. Getting Organized & Starting

This is the final module where we'll get you organized and make sure you have access to the tools - DeltaOne, The LongVol Report and the AST Alert Portfolio.

Membership Includes, The LongVol Report & AST Alerts

DeltaOne Membership includes access to The AST Alerts & LongVol Report which we use heavily in DeltaOne to generate ideas. These two alone are $3,000/yr and included as part of membership.

JOIN DELTAONE

Membership is on an application basis only and we require the following: 

  • Regular listener of weekly podcast
  • Minimum $100,000 USD Portfolio 
  • Minimum 2-3 Years Experience (or referred by a current member)

This is NOT an options trading membership, for novice investors, those with small accounts or those looking to be spoon-fed ideas without engaging and learning the FOPT Principles and our approach to l/s idea generation. 

Members are already profitable investors that contribute to idea flow, discussion and who work to generate outsized returns. As such, we require a quick and easy application for all perspective DeltaOne Members. 


Apply To DeltaOne