Show Notes Episode 001 Stephen Vettorel
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- Kathryn Webster
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1 Time-Stamped Show Notes 00:00 Intro to Traderview 00:20 Intro to Steve Vettorel 01:48 Steve joins the show 02:05 Steve s formative years 02:55 Steve tells story about how his father s death influenced him 04:20 While bartending at a country club, Steve made connections that jumpstarted his career 04:58 While working at Fidelity, he got to see many epiphanies of the market firsthand 05:33 He traded for the Johnson family and Peter Lynch 06:30 Steve shifted his focus from brokerage to learning how to trade 07:15 In 2002, Steve was recruited away from Fidelity 07:55 In 2006 he grew unhappy with making money for other people and joined forces with colleagues to start their own fund 08:20 While still in college, he made his first winning trade on Dell and made a large purchase 10:15 What Steve learned from a Goldman Sachs trader 11:10 A typical day for Steve 13:42 Once the market opens, it s all eyes on the market. 14:50 Although he doesn t trade all day, he always has his trading systems on in the background to monitor what is going on with the market 16:12 Steve started his business in part to provide quality training for serious students who are willing to put in the time to learn from an active trader 17:00 Steve believes the new DOL fiduciary rule is going to be a game-changer 18:57 Why Steve has never had a losing streak 19:52 One of the biggest problems facing traders 20:42 How Steve measures success in trading 21:35 Steve s best month was a 6-figure month 22:13 His advice to his 20-year old self 26:00 How Steve measures success in life 28:22 The biggest difference between successful traders and unsuccessful traders 28:38 Why having your family s support and understanding is important for professional traders Page 1 of 6
2 31:31 Steve recommends new traders start by reading James Dalton s books 31:58 Self-reflection is an important component before starting the journey to become a trader 32:40 The importance of looking back on losing trades 33:39 The cause of Steve s unsuccessful trades 35:45 Steve had a young trader shadow him at one point, and this student ended up becoming very successful and this was a form of inspiration behind forming FXES Trader 37:00 What to do if you re on a losing streak 40:00 Steve s idea of the quintessential definition of mindset 41:33 Steve talks about his all-time favorite trading blog post 42:40 The book everyone on the planet should have to read 44:50 Steve recommends using a CFA over a CFP to manage your portfolio 45:50 The best thing about trading for a living 47:15 Steve does not believe in trading wirelessly or on a mobile device. He prefers a fiber optic connection 48:40 Steve s firm trades futures (oil, ES, DAX, 6E) 49:42 Why Steve doesn t like trading Forex 50:09 The IRS has more favorable tax treatment for futures 53:00 If you have an extra $10-20K to risk, here s where you should put it 54:05 The strategy all new traders should learn 55:55 Steve says he believes students should learn to trade in the ES or DAX first 57:40 It s more important to spend time on the psychology of trading than the hot indicators 1:00:11 If Steve were trading a $5K account, he would make trades that had higher statistical odds of being a winning trade, but with a $50K account he might take more risk 1:03:28 Steve uses X Trader as his platform but also likes Ninja Trader 1:07:51 Steve has 3 versions of his trading plan: a 30 pager, a 5-10 pager and a bullet pointed plan that he looks at 1:10:34 Steve s next goals are to get to a 100% win-rate, build a benchmark firm with over $100MM of AUM, and get to 100 consistently profitable students 1:11:58 Steve s is steve@fxestrader.com and he encourages people to reach out with questions Page 2 of 6
3 1:15:17 Steve s advice to newer students is to trade the extreme outs and not the chop in the middle 1:18:30 Steve is happy to review students trading plan or sim sheet logs 1:20:00 Steve provides his action steps for people looking to learn to trade Tweetables (click to tweet) I made it a point to develop courses that traders can use to become consistently profitable. I never had a losing streak. Make sure you always look back on the trades that didn t work. If you are in a significant losing streak, there s something that you re doing wrong. Don t be tripping on nickels on the way to dollars. 3 Action Steps 1. Be capitalized 2. Check your ego at the door 3. Find a mentor How to Get More Free Training from Stephen Vettorel Visit Page 3 of 6
4 Resources (+ links) Steve s blog To Set a Stop or Not That is The Question FXES Trader Steve s YouTube Verniman Twitter Futures Trader 71 YouTube Futures Trader 71 Twitter Shadow Trader Ninja Trader Dr. Brett Steenbarger The Trading Athlete Mind Over Markets Markets and Profile CME MarketDelta Page 4 of 6
5 Linnsoft Mercenary Trader: Positive Expectation, Scenario Gaming and Moving Beyond Certainty How to Win Friends and Influence People Falcon Trading Computers RJ O Brien & Associates Kelly Criterion X Trader Amp Futures Guest Bio Stephen Vettorel is the Founder, Head Trader and Portfolio Manager of Benchmark Wealth Advisors, LLC, a fee-only, CA Registered Investment Advisor (RIA). He is a recognized expert in Auction Market Theory and its practical implementation in framing the market via Market Profile. He shares his knowledge with his large following on social media. Steve graduated from Xavier University in 1995 with a BS in Finance. He began his career in 1996 with Fidelity Investments, Inc., a division of Boston based FMR Corp. Steve worked on the option/equity trading desk, later in portfolio management, and was awarded the coveted President s Circle award twice. Page 5 of 6
6 Steve was recruited away by Fisher Investments, Inc. out of Woodside, CA to serve as Regional Vice President. Over the following 4 years he raised $140 million for the firm and was proud to work alongside famed investor and Forbes columnist Ken Fisher. Page 6 of 6
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