The FOPT Mentoring
The FOPT Mentoring provided by The LongVol is available in a 3 or 6 month mentoring schedule. The mentoring is completed remotely through the FOPT lectures & Zoom meetings directly 1-on-1.
Mentees must apply and once accepted begin accessing the FOPT On-Demand lectures on their own and then begin the 1-on-1 mentoring for 3 or 6 months. You’ll work directly with a mentor to customize the frameworks from the FOPT to fit YOUR goals and PORTFOLIO SIZE.
This is one of the most comprehensive & intensive Investing & Portfolio Management programs available anywhere in the world that teaches mentees to use a Top Down Approach with multiple frameworks to generate long and short investment ideas.
Mentee results are tracked over the 3/6 month horizon so that you have someone keeping you aligned with the frameworks ensuring you stay on the right path.
Cross Asset Investing
You are an analyst first and that’s what we teach. Mentees 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
You will learn a top-down analysis method to invest cross-asset across stocks/ETFs using fundamentals, macro and technical concepts so that you can generate ideas.
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
This is not just a 'trading course' with generic technical analysis. We're teaching you how to begin to do this and to do that we need to give you a guide on our principles so that you learn efficiently and effectively so that you can actually begin to really do this.
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
We use our framework for thematic idea generation so you have an additional framework to generate long/short ideas. This is an approach that is widely used but tailored to the Active Trader 1-39 day trading window.
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
This is no an options course but because it is an active trading framework we're going to discuss the mandate for plain-vanilla options structure for the 1-30 and 30-90 day time horizons.
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 Landshark 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 matters if you want longevity in this business and if you want to manage your account. We dive into a deep dicussion 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.
Application
FOPT Mentoring is available to mentees globally but does require application. This is not a beginner program, but you also don’t need to be a pro. We simply ask you to apply to gauge your past experience and market comprehension then schedule a call to discuss the mentoring further. In addition, a minimum $50,000 Portfolio is required for all mentees because the concepts you are using require you to build a portfolio NOT just day trade.
You can use the application form and FAQ below to learn more.