The FOPT 3 or 6 Month Mentoring

The FOPT Mentoring’s purpose is to teach investors how to begin to use a Top Down, Systematic approach to generating both short-term and medium term trading ideas through 1×1 mentoring using a Professional approach to investing. 

We focus on Top Down Analysis Frameworks:

• Fundamentally Driven Ideas
• Macro Driven Ideas
• Technically Driven Ideas
• Portfolio Management 
• Trade Structuring Through Short-Term & Longer Duration Ideas 
• Short-Term Tactical Trading 
• Swing/Core Holds for Longer Term Holds

• 4 1×1 mentoring sessions per month 
• Access to DeltaOne Discord
• Access to Sunday Group Mentoring Calls 
• Access to The LongVol Report
• Access to The AST Alert Portfolio 

The FOPT Mentoring is a fit for those who:

• Do not have a systematic process
• Want a hands on 1-on-1 mentoring where your account is tracked over the length of the mentoring 
• Do not understand how to generate ideas consistently  
• Learn how to structure a trade efficiently with shares or options structures we teach
• Want to do more than just hold 1 or 2 stocks but learn to generate active P&L 

If your definition of trading is “just making $200 a day”, learning 1 simple setup or trading “for just 15 minutes a day” then this will be too complex and will be of no benefit to you.

However, if you are someone that wants to have the ability to use both short-term tactical trading with swing/medium term-trading while being able to learn to analyze BOTH and then structure them using the shares, options structures or both it will benefit you because you can learn to do all of them with one Top Down, repeatable approach. 

The Top Down Process is below. 

Mentees learn a Top Down approach through self-study in the 50 hour FOPT lectures as well as 1×1 mentoring where we monitor their portfolios to hold them accountable and ensure they are applying the frameworks properly. 

a) 3 or 6 Month Mentoring: mentees can choose from a 3 or 6 month option for mentoring. Each mentoring includes access to the FOPT lectures for (3 or 6 months), Market Structure Lectures, SAT Lectures, DeltaOne Community as well as access to both The LongVol Report & AST Alerts Portfolio.

c) Tracked results: as a mentee your portfolio/account will be tracked so we can monitor your investing and make adjustments. We do this with account access that only allows us to see your portfolio not transact in it – this supervision allows us to monitor your results so we can ensure you implement the frameworks and Top Down approach properly. 

If this sounds like something you would like to explore please apply hereso we can schedule a call to discuss the FOPT Mentoring further. 

*Note: We do not discuss any Forex trading in the FOPT but do discuss implementation of Macro-driven ideas through select Currency ETFs as needed.

We build on a lot of foundational concepts that investors learn so to make the FOPT Mentoring a value add to you a basic understanding of markets/investing is required. The best candidates have taken some prior education, read books, have followed the weekly show/aotw or have been self educated. 

If you are still building a foundation we suggest you watch and learn weekly with the AOTW or attend one of our free seminar/webinars. This will get you speaking our language and begin to get you to see how we view portfolio management and investing so that when you are ready to apply you’ll have a foundation built to begin to build on. 

If you are not sure whether you have a foundation please apply and we can discuss further on a call. 

Whether you use the 3 or 6 month mentoring option this is the exact schedule that mentees take into the mentoring. You will need to set aside 5-8 hours per week to effectively learn the frameworks.

On-Boarding: Prior to starting group and 1-on-1 mentoring mentees go through this process: 

• On-boarding Zoom call to discuss their mentoring & begin to schedule the mentoring sessions over the next 3/6 months. 
• Complete 4 Core modules from the FOPT within 4-6 weeks 
• Complete any additional lectures as prescribed 

Mentees MUST complete the 4 Core FOPT modules and any additional lectures prescribed BEFORE starting the 1-on-1 mentoring. This should take anywhere from 4-6 weeks at the start. During this time you are placed into: 

• DeltaOne Discord with Other Mentees 
• Monday AM Group Calls via Zoom 

Month 1: Focus on the market-timing, generating ideas using the LongVol Report and then structuring smaller trades. Mentees go through 4 1×1 mentoring sessions during month one. 

Month 2: Focus on discussing additional frameworks (Macro + Fundamental) and generating ideas for review using mentee research + LongVol Report research. Mentees attend 4 1×1 mentoring sessions. 

Month 3: Mentees continue to present ideas they generate and ideas reviewed from The LongVol Report. 4 1×1 mentoring sessions with a final session to complete the 3-month mentoring. 

End of Mentoring for 3-month / Option to additional 3 Months 

Month 3-6: Mentees who enroll in 6 month mentoring continue to go through 4 1×1 mentoring session per month. We discuss where we believe mentees should apply to based on past experience/goals/time when you apply. 

Completion of Mentoring. 

This is focused on the US stock market – we use ETFS/Stocks/Options to express ideas. 

This is important to understand this as a Retail Trader – having a Professional Trading Framework is what this is. That framework allows you to trade ETFs/Stocks or options across any sector you want – the choice is ultimately yours based on your personal goals, account and execution preferences and some mentees use a combination of long or short shares with options structures, we teach both. 

We are NOT day trading options. We may use them to express views but we use different styles: Deep In The Money, Spreads, LEAPs and sometimes 30 day or less expiry. 

We discuss risk management and an Options Mandate within the training to provide you with a model for trading the shares and options as replacement. So, if you have never traded options the Options Mandate lecture will clearly lay out the two strategies, we use for share replacement so that you never have to guess what strikes or expirations again. This creates a systematic, repeatable framework which is part of the overall Professional Trading Framework. 

The world of retail/amateur trading is filled with those who want to be ‘traders’ and many of those, in our experience, simply assume that every training is the same and/or tend not to read/listen to what is being explained to fully understand what they’re undertaking. 

The application process allows us to see who is serious and then to have a proper discussion so that expectations are clearly laid out (from both parties) so that nothing is left to question/be concerned about. 

Second, we need to understand what you past experience is so we can asses whether or not this is going to be a fit for you – as an example, if you’re someone who is just struggling to trade and want to learn how to make $200 a day then this will be overkill. This is better suited for those who have taken education/self-invested on their own – as an example, many of our mentees over the year have been ex-Online Trading Academy students or people who have taken education and spent time trying to do this. The reason the FOPT works better with people like this is because they already have gone through a few routes of trial and error, made money, lost money but are still here willing to learn and dial down a process for Portfolio Management. 

Finally, the minimum portfolio amount required ensures that you are serious about doing this and not just after a “quick fix” or coming to piggy-back trade ideas without actually a) Learning what we do in the FOPT Frameworks or b) Contribute nothing to the community. If your goal is to learn to do this on your own then this is a fit if you want to piggy-back trade ideas then the AST Alerts/LongVol Report is a suitable option to do just that. 

So, this application process, while it may seem tedious, ensures that we intake those who are serious about doing this and are not just punting around. 

Regardless of the path that you take ALL mentees receive 12 months access to The LongVol Report & AST Alerts Portfolio. 

When you complete the 3 or 6 month mentoring you are faced with three options to choose from: 

A) Stay in DeltaOne & Community: You complete your 3 or 6 month mentoring then choose to stay within DeltaOne Discord to access Monday mentee group calls, research reports and the community to invest as a community. This is the best approach for most even if you only plan to apply a swing-trade framework because you can still be held accountable and access help as you need it In addition, you will continue to progress and learn through the community and group mentee calls and for the cost is marginal in comparison to the value. Mentees also can choose to still allow us to view their portfolios so that we can monitor and intervene as needed to hold them accountable and to ensure that they are applying the FOPT Frameworks they’ve learned. 

B) Trade & Invest on your own: You choose to take what you’ve learned and go out and begin to implement it on your own. There is nobody to hold you accountable here but some mentees simply do not need that and can do this on their own just fine. Mentees that choose this route still have access to the report & AST Alert Portfolio and we suggest that they use it to help them generate investment ideas or to simply use as alerts in their portfolio when they get too busy to generate their own. 

C) Attend a FOPT Trading Retreat: For mentees who complete any 3 or 6 month mentoring they can attend an FOPT Retreat at a discounted rate to get face-to-face coaching, a mini vacation and to network and meet with other FOPT members. 

• Foundations of Professional Trading Lectures (FOPT) 
• The LongVol Report & AST Alerts – 12 Months Access ($3,000 Value)
• DeltaOne Discord Access w/ Mentee Group Calls – 3 or 6 Month Access*
• Market Structure Lectures ($500 value)
• SAT Options Lectures ($650 value) 
  

We include these because you are not expected to generate ideas instantly and The AST Alert Portfolio & LongVol Report will act as a training tool to help you to begin putting trades in your portfolio while you are being mentored. 

A) Application Process: 

Please apply here or below. We then review the application then schedule a call to discuss the FOPT Mentoring and if accepted you can begin instantly. 

From there, you schedule your initial on-boarding and then schedule the 1×1 mentoring. 

DeltaOne is $6,000 per year and it includes:

• The Global DeltaOne Community/Chat
• Yearly Access to The LongVol Report
• Monday Group Mentee Calls
• Yearly Access to The AST Alerts
• Mentee-Only Webinars

Reduced DeltaOne Cost:

For those mentees who complete the FOPT Mentoring and who begin to contribute profitable research and ideas to the community there is a reduced cost for the yearly fee. The thinking is simple; at first we are providing you with value by the research, community and alerts portfolio to make it easier for you. However, if YOU start providing value then we’ll gladly provide you a discounted rate to the yearly membership up to 50% off yearly pending the amount of ideas and research you contribute to the global community.  

This incentives members to actively contribute to the idea and research flow even well after their mentoring ends and this creates a virtual trading desk/floor that is similar to any fund/prop desk.

You should already be someone who has been following either the  LongVol Report, Weekly AOTW Show or simply been referred from another mentee/subscriber. If you are anyone of those people then you know who we are and how we operate. 

First, if you want a guarantee and want want to piggy-back research and ideas the AST Alert Portfolio offers you a 30-day money back guarantee. This is not a piggy-backing or “follow me, amateur hour NPC program” – your are learning to do this on your own.

Second, there is zero way we can guarantee that you will listen and do as you are taught even with having access to your portfolio to view your positions. You need to work and you will be pushed to learn to develop ideas using the Top Down Approach – there’s no room here for slacking or expecting that we’re going to give you trades. We are teaching you and to do that you need to listen, stick to the process and, at times, be okay with a little tough love so that that you can finally get this and begin managing your portfolio with a repeatable process and the confidence required to do it year in and year out. 

As for refunds, since you are  booking out a calendar for 1×1 Mentoring which takes the times of other potential mentees we do not offer refunds. However, if something comes up in your life that is deemed an emergency (health/family/work) then your 1×1 Mentoring and Access is paused – you can resume it at anytime. 

No. This is not one of these quick-fix programs where you are going to come in, expect to quickly go through the 50 hours of FOPT Lectures then just expect to find results. That is epitome of what majority retail investors tend to do and if you are someone that is interested in piggy-backing ideas then please just use the AST Alert Portfolio – that is a logical solution to those that want that. 

However, if you want to actually learn how to generate long/short ideas through the Top Down Frameworks and want to be held accountable through mentoring then this is the process we use. 

You need to be someone who is committed to: 

a) At least 3 months of 1×1 mentoring so we can genuinely work with you to make this stick. 

b) Allow us to view your portfolio and/or send reports so we can monitor and intervene when you are putting on positions that are not what the frameworks teach. This also allows us to hold the mentee accountable and puts them in a routine so they can build proper habits that will allow them to do this on their own in the future, with our without the community. 

c) Someone who is going to fund or will fund a portfolio of a min. of $50,000 and begin to trade it using the frameworks you learn. 

If you have further questions on the FOPT please DO NOT use the contact form, we simply will not reply. 

Please use the application form and list your questions there. We will discuss the FOPT further once we schedule a call to go over the process of the FOPT.