What’s Covered in the 5 One-on-One Coaching Sessions
During your initial discovery call, we’ll identify the five key areas where you need support to elevate your trading or investing journey. The sessions are fully tailored to your experience level, lifestyle, and goals—whether you're an active trader or a long-term investor.
Here’s what you can expect to cover in the five personalized sessions:
1. Introduction to the Markets & Identifying Market Trends Accurately
One of the most common mistakes traders and investors make is misinterpreting the trend. While traditional trendlines can be useful, they often overlook price in relation to time. We’ll teach you a more dynamic, practical approach to trend identification—so you can avoid common traps and align your trades with market momentum.
2. Understanding Market Control: Buyers vs. Sellers
Once we’ve identified the broader trend, we’ll dig deeper into market participants, especially the influence of large institutional traders—commonly referred to as "whales." Understanding their impact on price movement helps you determine when to trade pullbacks or reversals—ideal whether you're a trend follower or a contrarian trader.
3. Risk Management & Trading Psychology
We'll determine appropriate position sizing based on your account size and risk tolerance. You'll learn how to place effective stop losses and manage your trades without emotional bias. We’ll also explore key psychological pitfalls such as overtrading and revenge trading, and introduce fundamental analysis and AI tools to help guide your market bias.
4. Matching Strategy with Lifestyle & Objectives
We’ll align your trading or investing style with your personal schedule and interests. Whether you're working full-time or part-time, we’ll help you select the right time frame and markets to focus on—ensuring your strategy is both sustainable and effective. If you prefer long-term investing, we’ll look at asset selection (like ETFs) and timing portfolio additions.
5. Developing Your Custom Trading Plan
In the final session, we’ll bring everything together to create a personalized trading or investing plan based on the previous sessions. You’ll also have time for a Q&A to clarify any doubts. This session isn’t the end of your journey—you’re always welcome to reach out with follow-up questions or book additional coaching as needed.
Additional features
For Traders: We’ll focus on real-time trade management and technical setups within your chosen time frame.
For Investors: We’ll help you select suitable ETFs and determine optimal entry points for long-term portfolio building.
Interactive Learning: Sessions are conducted online via screen sharing. If you’re new to charting platforms, we’ll walk you through TradingView, our preferred tool for analysis and back testing.
Learn to Backtest: How do you know your strategy has an edge? I will work with you to use the power of back testing to refine your strategy.
At Dalrymple Trading, our goal is to give you the confidence, clarity, and structure to succeed in the markets—on your own terms.
Completing the 5 one-on-one coaching sessions is just the beginning of your trading or investing journey. True mastery comes not just from learning concepts—but from applying them in real market conditions. Just like you can’t learn to swim by reading a book, trading success requires real-world experience, ongoing reflection, and continued guidance.
As you begin to implement the strategies, techniques, and principles you've learned, new questions and challenges will naturally arise. That’s not only expected—it’s a critical part of your growth.
If you find yourself needing further clarity, troubleshooting a specific issue, or simply seeking a second opinion on a trade setup, I’m here to support you. You're encouraged to gather your questions, review your trading activity, and book a follow-up session so we can work through the areas where you need additional help or fine-tuning.
I genuinely wish I had access to this kind of tailored support when I began my own trading journey—it would have saved me a great deal of time, money, and confusion. Now that this support system is available to you, I encourage you to take full advantage of it.
This is your opportunity to build confidence, develop consistency, and take your trading or investing to the next level—with the right guidance by your side every step of the way.
Let’s keep moving forward—together.