Market Mastery

Capturing and Keeping Market Generated Wealth

Course Description

This is a laser-focused course for aspiring hedge fund managers, portfolio managers, and algo traders. If you’re new to trading, the main track for this course lets you develop a momentum-based system for investing or trading. We will add depth to the system week by week using various metrics, backtests, and strategies to reduce risk and increase growth. For intermediate students who already have workable systems, we’ll go through the steps to report and monitor your activity and set up the appropriate structure for you to pay less in taxes. We’ll discuss and work on the steps necessary to structure, manage, and get investors for a hedge fund or other appropriate vehicle for advanced students.

No Programming Necessary

Let’s face it, programming can make your life a lot simpler by collecting and manipulating data. It can provide nice graphs and some good insights. But your brain is STILL the more powerful instrument. We’re going to start with a simple visual way to make choices when you’re trading. You’ll find it simple, intuitive, and almost impossible to explain to a computer. But you don’t have to.
Some facility with Excel will definitely be helpful though. And if you are a Pythonista, there will be loads of great ideas for you, too.

Eliminate Gut-Wrenching Losses & Overnight Suspense

Losing money is painful. You get twice the pain from losing $100 as whatever pleasure you may take in winning $100. That’s just programmed into your brain. If you have been trading for any time at all, you’ve probably:

  • Sold at the top of the day’s price
  • Waited too long for a loss to turn around
  • Felt creeping anxiety and dread
  • Wonder where all the money you made had gone

And even if you do really well, there’s always that surprise tax bill that wipes out 30% or more of your profits, turning an exceptional performance into something mediocre. We will explore ways to put a stop to that.

This Course is Highly Customized

Weekly assignments test where you are at in your particular journey and the next week’s lesson will zero in on your stuck spots and questions. The class time is structured to work best with active engagement and discussion. It’s a not a place to sit back and take notes.

Trade with the Instructor

The class project is to develop a simple system that aims at a great annual return. We’ll begin each cohort with a $50,000 account and you’ll see the methods, the glitches, the mistakes, and the profits along the way. You can participate in premarket and post-market trading live if you wish. Replays of the week will be made available so you can see what type of thinking created each trade

Course Learning Outcomes

  • Trade in any market without fear or worry.
  • Keep more of what you make for more consistent results.
  • Create a system that provides reliable income for you and those you care about.
  • Properly monitor your system to track progress and detect weakness BEFORE it becomes a problem.

Course Curriculum

Week 1: Fundamentals

  • Self Assessment
  • Best Stocks, Options, and Futures to trade
  • Setting Goals and Limits
  • Choosing the tools that fit best
  • Characteristics of different Markets
  • Introduction to Market Microstructure
  • Fundamentals for Beginners: Visual Investing for Fearless Wealth
  • Advanced Students: Defining Your Edge

Week 2: Right Sized Risk

  • Return Considerations
  • Best Benchmarks for ambitious traders
  • Measuring your returns
  • Measuring your ability to add value
  • Beginning Students: Defining and Measuring Goals
  • Advanced Students: Risk Capacity v Risk Tolerance
  • Unusual Tools to increase your Alpha

Week 3: Building your Best System 

  • Technical Indicators for Buying and Selling
  • Using exchange order sets strategically
  • Gaining an edge in futures and options
  • Everyone: Chart Reading Exercises
  • Advanced Students: Pitch your System

Week 4: This is Your Brain on Trading

  • Khanneman, Tversky and the lazy thinking
  • Estimations of Cognitive Load
  • Recognizing Burnout
  • White Space – The Power of Nothing
  • Why 2 heads are better than one
  • Everyone: Chart Reading Exercises
  • Advanced Students: Calls for Collaboration

Week 5: Making Good Results into Great Ones

  • How to get outsized results on a modest account
  • How to profit using borrowed stock
  • How to find financial products that always move in one direction
  • How to use Bayesian techniques to create greater certainty in market predictions
  • Everyone: Chart Reading with Market Profile
  • Advanced Students: Presentations
  • Trade with Guy: 50% Portfolio Progress

Week 6: Making Leverage and Risk Work Together

  • Leverage: A force for evil or good.
  • How to surgically control your exposure and risk
  • How to use Interactive Brokers Algo Traders
  • Using off the shelf Algos to make markets
  • Everyone: Chart Reading with Market Profile
  • Advanced Students: Presentations
  • Advanced Collaborative Lab: 50% Portfolio Progress

Week 7: Scaling by Serving

  • Using your talent to help others
  • Reducing operational risk using algorithms
  • Collaborating for growth
  • Everyone: Chart Reading with Market Profile
  • Advanced Students: Presentations
  • Advanced Students: 50% Portfolio Progress

Week 8: Making Permanent Gains

  • How to monitor and improve your system continuously
  • The #1 thing you must do on a losing streak
  • How to increase your profits by 20% with one weird trick
  • Everyone: Chart Reading with Market Profile
  • Advanced Students: Presentations
  • Advanced Students: 50% Portfolio Progress

Week 9: Making Your System Stronger When Stressed

  • Hedging strategies across different assets and derivatives
  • How to profit in up and down markets without using short sales
  • Kobayashi Maru training
  • Advanced Students: Presentations
  • Advanced Students: 50% Portfolio Progress

Week 10: Running Your Trading Like a Business

  • Weekly flow design
  • Office design
  • How to construct a hedge fund
  • What’s next for you?
  • Marking progress

Course Outline for Advanced Traders

  • Develop and document a system with consistently positive Alpha
  • Structure your successful system as a business and make smart tax choices
  • Scale your work for greater profits and less risk
  • Collaborate with other successful classmates. We are looking for talent for launching an algorithmic hedge fund and we’d like to recruit the top two or three students from each cohort.

What Are The Plans & How Are They Structured?

Self Directed Plan

Our collection of instructional videos and sample code will allow you to work at your own pace. Furthermore, our video library is constantly expanding and you will have lifetime access to all future videos and code.

Live Classes Plan

Our experienced instructors will host live classes at pre-established times, allowing you to interact with other students and the instructor. You will also get a chance to work with other students, fostering collaboration and discussion.

Project Help / Tutoring Plan

You may elect for highly personalized attention in order to build your entire business from the ground up, based on the strategy you have
developed. Our experienced instructors will meet with you, through video conference on a set schedule, to make sure you’re understanding the concepts and to help with building your custom portfolio project.

Market Mastery Course Plans

3 and 5 Month Payment Plans Available

Market Mastery – Self Directed
$2,995.00
  • Lifetime access to our video library
  • Access to Lumiwealth community
  • Instructor support through the Lumiwealth community
  • Access to Weekly Discussion Hour through the Lumiwealth community

3 and 5 Month Payment Plans Available

Market Mastery – Live Classes
$4,995.00
  • Everything from the Self Directed plan
  • 10 weeks of live classes (2 hours per week)
  • 6 hours of dedicated live Q&A
  • Access to all future videos and code
  • Help with 2 personal projects
  • Get to know other classmates
  • Help with resume and interview prep
  • Unlimited email and chat Q&A

3 and 5 Month Payment Plans Available

Market Mastery – Personal Coaching
$7,095.00
  • Everything from the Self Directed and Live Course plans
  • Includes upcoming Live Classes (10 weeks/2 hrs per week)
  • Personalized plan for course Phases 2 and 3
  • Help with building a custom system and producing the results and documentation that investors want to see
  • Access to ELEMENTS real-time phone app (iOS and Android)
  • 10 hours of 1-on-1 phone/zoom sessions towards strategic development with our experts

Book a call with us today! Save when you bundle courses and purchase more than one! Monthly payment plans are available at checkout!

4.8/5
TOP-RATED COURSE + UNIQUE APPROACH

This is the best finance focused data science/python course, rated 4.8 out of 5!

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STUDENTS HAVE TAKEN OUR COURSES

We have helped thousands of students all over the world with our courses.

LIFETIME ACCESS (INCLUDING UPDATES)

We’re always adding new material – and you’ll get lifetime access to the content!

CERTIFICATE OF COMPLETION

After successfully passing the course you will receive a certificate of completion that you can show to employers.

Upcoming Live Classes

TBD

Registration Closes
TBD

Course Starts
TBD

Course Length
10 Weeks (Excluding Holiday Breaks)

Class Schedule
Every Wednesday at 8 pm Eastern (5 pm Pacific)

Lecture Duration
2 Hours Per Week,  Live Over Zoom

MEET YOUR INSTRUCTOR:

Guy Porter

Describing himself as a “market enthusiast,” Guy-Robert Porter brings to the Lumiwealth Team over three decades of trading experience.

He has taught hundreds of students at the postgraduate level, and mentored traders who are able to consistently get the returns they’re after.

Trading is hard. The more successful you are, the greater the stress. If you begin to manage other people’s money, the stress can become exponential. With a background in Philosophy and Neuroscience, Guy helps traders and investors find systems that work for them, so they can relax, grow their wealth successfully and enjoy their non-working hours without undue stress.

Over the last 20 years, he helped thousands of people find their own financial independence through a variety of innovative strategies. His experience includes floor trading at the CBOT, risk assessment for various hedge funds, prudent investing for institutional clients, and estate planning with trusts and family limited partnerships.

When he isn’t playing the piano, spending time with his wife, Cathy or teaching and sharing with other traders, Guy-Robert Porter is the Chief Portfolio Manager at Engineered Risk Advisory, a Missouri registered investment firm.

Testimonials from the Lumiwealth Community
Testimonials from the Lumiwealth Community
Testimonials from the Lumiwealth Community

Join the thousands of students that are already learning at Lumiwealth

“I didn’t want to buy a course of just videos. I think having somebody to interact with, like you’ve been great both on Discord and chat… Then the class has been interactive but also you’ve hopped on a call and just helped me out which has been game changing. So that’s why I chose Lumiwealth, it was really because you guys offer that level of care.”

“There’s people coming from way different backgrounds, some people are day traders like me others are more in the field of finance, and so it was really cool to just meet everybody and interact.”

– Agim Salija

“The class has been great. It has done exactly what I sought out. I have learned techniques to help me assess the quality of trading strategies which I didn’t have before. Overall, it has boosted my ability to create a trading bot and more easily test strategies in a way that I wasn’t able to before.”

“For anyone who is looking to learn Python, Finance, and putting together the dots in order to create their own strategy or enter the job market, I think this would be a great course to take.”  

– Rene Serulle

“Absolutely would recommend the classes. I went live with this trading bot a couple of weeks ago and right now I have almost made 80% of the money I spent on the course itself back from the bot itself. The trading strategies that I learned in the class paid for the class itself. I don’t think there is a better return on investment.”

“Learning from you was one of the biggest advantages. The depth of your experience you have and sharing that with all of us is amazing. To have that kind of person who’s willing to teach other people and help them enhance their lives is amazing.” 

– Santayan Paul

“I liked the variety of things being covered the most during the classes, not only how to set up a bot and connect to a broker, but also CAGR, long-term economic data, and things that I wasn’t really thinking about. For example, how long term trends can affect short-term prices. I liked the overall breadth of the class and how it wasn’t just all about the algo trading portion of it; there was a lot of how and what too.”

“I would recommend Lumiwealth’s classes to anybody who wants to understand and take more control of their trading. To anyone who wants to learn about Python/technology and trading and how these two things interplay with each other.” 

– Joel Brass

Any Questions?

Book a free consultation here:

Check out this preview of our Live Class where we show you how to master the markets: