Get Started Trading More by Jason Raynor

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GET STARTED

TRADING & MORE


UNDER OR ABOVE 18

E - COURSE by
@HypeBrothersMedia Jason Raynor
Disclaimer
The information provided by Jason Raynor and Hype Brothers (collectively
referred to as "we" or "us") on any platform, including but not limited to
websites, social media channels, or any other medium, is for educational
purposes only. We are not financial advisors, and the content we produce is not
intended to be financial or investment advice.

All content, including text, graphics, images, and other materials, is provided for
general informational purposes only. It is not intended to be and should not be
construed as financial advice or a recommendation to buy or sell any
investment or engage in any specific investment strategy.

We do not endorse, promote, or recommend any specific financial products,


services, or platforms, including but not limited to TD Ameritrade, Charles
Schwab, Finviz, and thinkorswim. Any references to third-party platforms are for
informational purposes only, and we do not have any affiliation with or
endorsement of these platforms.

Before making any financial decisions, it is essential to conduct thorough


research and seek advice from qualified financial professionals. Investing and
trading involve risks, and past performance is not indicative of future results.

By accessing and using our content, you acknowledge and agree that you are
solely responsible for your own investment decisions and that Jason Raynor and
Hype Brothers bear no responsibility for any losses or damages incurred as a
result of your reliance on the information provided.

Please consult with a qualified financial advisor before making any investment
decisions, and carefully consider your financial situation and risk tolerance.
Intro
This course you will learn how to
setup a stock or custodial stock
account through Charles Schwab
“Previously known as TD Ameritrade”

Account Types
You have two options for stock trading accounts (for this course) A Stock Brokerage Account for
anyone 18+ and a UGMA UTMA Account (Custodial Accounts)

What are UGMA & UTMA Accounts for?

UGMA (Uniform Gift to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts are
custodial accounts created to hold and manage assets for a minor until they reach the age of
majority. These accounts allow a designated adult, known as the custodian, to manage and
control the assets on behalf of the minor. While UGMA accounts have limitations on the types of
assets, UTMA accounts permit a broader range, including real estate and other property. Once
the minor reaches the age of majority, typically 18 or 21, depending on the state, they gain
control of the assets in the account.

If you are 18 follow to the next page to start if you are under 18+ skip the next page and be sure
to have an adult (parent or guardian) to help create your account. You will have full access and it
will be in your name, keep in mind that you will be required to pay taxes on these accounts.
Charles Schwab will send you the 1099 Tax form you will need to use when filing at the end of the
year so that will make it easier for you.
Open An Account (18+)
Go to the following link?

https://www.schwab.com/brokerage

Click “Individual Brokerage Account”

Click “Get Started”


Open An Account (<18)
Go to the following link?
https://www.schwab.com/college-savings-accounts

Click “Open a Custiodial Account”

Click “Get Started”


Depositing Funds
After you have created an account it’s time to add some money to
your account to trade with. Below are the steps for that:

Click “Move Money”

Next, Click “Transfers & Payments”

Once you have done that your page


should look similar to this, select one of
the 5 methods and your money should
be deposited into your account.
(Transaction Times May Vary)
THINK OR SWIM
Now that you have deposited funds you will be allowed to trade as soon
as they clear. One of the most widely used dashboard/apps for trading is
“ThinkorSwim” You can download it on the Schwab App or Website.

Learn More
Use this link to watch the Think Or Swim walkthrough:

https://www.youtube.com/watch?v=W5gJ5-p-8O8
Learning To Trade
Trading refers to the buying and selling of financial instruments, such as stocks, bonds, currencies,
or commodities, with the aim of making a profit. Traders engage in various markets, and their
strategies can be based on fundamental analysis, technical analysis, or a combination of both.

Technical analysis is a method used by traders to evaluate and forecast future price movements
based on historical price and volume data. It involves the use of charts, technical indicators, and
statistical measures to identify trends and potential trading opportunities. Here are five key tips on
the basics of trading and watching a bearish or bullish trend using technical analysis:

1 Understand Technical Analysis Basics:


- Learn the basics of technical analysis, including candlestick patterns, support and
resistance levels, trendlines, and chart patterns.
- Familiarize yourself with technical indicators such as Moving Averages, Relative Strength
Index (RSI), MACD (Moving Average Convergence Divergence), and Bollinger Bands.

2 Identify Trends:
- Recognize the importance of trends in technical analysis. Trends can be bullish (upward),
bearish (downward), or sideways (range-bound).
- Use trendlines to connect consecutive highs in an uptrend and consecutive lows in a
downtrend. A break of the trendline may indicate a potential trend reversal.

3 Watch for Reversal Patterns:


- Be aware of reversal patterns that may signal a change in the current trend. Examples
include head and shoulders, double tops, and double bottoms.
- Look for confirmation signals, such as increased volume or a break of key support or
resistance levels, to validate potential trend reversals.
Continued...
4 Use Technical Indicators Wisely:
- Utilize technical indicators to identify overbought or oversold conditions. For instance,
an RSI above 70 may suggest overbought conditions, while an RSI below 30 may indicate
oversold conditions.
- Combine multiple indicators for a more comprehensive analysis and to reduce the
likelihood of false signals.

5 Risk Management is Key:


- Set clear risk management parameters, including stop-loss orders, to protect your
capital from significant losses.
- Determine your risk tolerance and position size before entering a trade. This helps
control potential losses and ensures consistency in your trading approach.

Now it is time for you to grow and you can do this on your own in your free time. Consider using
the “Paper Money Trading” option that thinkorswim gives you so that you can practice real time
trading without any real gains or losses.

To assist you, we've included a Google document containing a


comprehensive list of stock market terminology that you may
encounter. Later, we'll also share one of our trading patterns to
aid you in identifying genuine profit opportunities. Click the link
below to review the terms before we proceed with identifying
potential stocks for trading.

https://docs.google.com/document/d/1n7hi6UEdU9DZLr94vYFtgQ
rUOdKVBnoXWVkcZLGWZ6A/edit?usp=sharing
Finding Good Stocks
In order to choose a good stock to trade we consider a couple of
things, you want a stock that has a cheap share price vs. the
amount of cash you have to put in. You want to buy a lot of
cheap shares rather than a few expensive shares only because
we need quick high yield gains.

Creating a
Watchlist
A stock watchlist is a list of specific stocks that an
investor or trader closely observes. It helps
individuals track and analyze the performance,
price movements, and relevant news of the chosen
stocks. By maintaining a watchlist, investors can
streamline their decision-making process and stay
informed about stocks aligned with their goals.

You should’ve seen how to create a watchlist


during the thinkorswim walkthrough.
Using Finviz
Finviz.com is a financial website that provides comprehensive
tools for analyzing stocks and market data. It offers users real-
time stock quotes, interactive charts, and advanced screening
tools to filter stocks based on various criteria such as technical
indicators, financial metrics, and performance. Finviz.com is
widely used by investors and traders for market research and to
make informed decisions in the stock market.
FINVIZ.COM

On the Finviz website you will want to go to the screener tab.

There are a lot of factors and filters to use I will give you the
easiest for beginners below:

TRADE NASDAQ
Market Cap. Small To Mid
Price Below $10
Signal Unusual Volume

Signals are very helpful to finding high volume day trades, It can
help narrow down the list depending on what you want. All it
takes now is to develop a plan and learn how to use the data .
Once you have found stock you want to trade add them to your
watchlist and keep an eye on them. Setting automatic alerts are a
good way to stay informed while not being active on thinkorswim.
Stock Methods
A stock trading method refers to a systematic approach or strategy employed by traders to
make decisions about buying and selling stocks. It typically involves a set of rules and criteria
for analyzing stocks, identifying entry and exit points, and managing risk. Different trading
methods can focus on technical analysis, fundamental analysis, or a combination of both,
and they aim to capitalize on market trends, price movements, or specific financial
indicators. Traders often develop or adopt trading methods based on their individual
preferences, risk tolerance, and market outlook.

What is a Stock Pattern?


A stock pattern is a recurring formation or trend observed in the price movements of a stock
over time. These patterns can be identified through technical analysis and may suggest
potential future price movements. Investors and traders look for patterns in charts, such as
head and shoulders, triangles, or double tops, to gain insights into market sentiment and
make informed decisions. Analyzing historical price data and recognizing patterns helps
market participants anticipate potential reversals, breakouts, or trend continuations, aiding
in the identification of strategic entry and exit points for trades.
Our Free Pattern:
One of your tasks is to take time to simply research different stock patterns and find some
you understand and would like to use, expand on them by trying each one paper trading or
trading with your first stock buys. Remember it is important to set a stop loss so that you
won’t have a huge loss you’ll forever regret. Our free method is called the “123 Pattern”.
It is quite simple and can be used in many scenarios.
Resources

YouTube Channels I Recommend:


Jackson Fairbanks

Honey Drip Network & Aristotle

The Trading Channel

Books To Read:
Day Trading Strategies

Rich Dad Poor Dad

A Beginner's Guide to the Stock Market

Movies To Watch:
The Big Short

The Wolf of Wall Street

Margin Call
This Course Was Created 2/7/2024, All Rights Reserved
HypeBrothersMedia©

Thank You For


Purchasing This
Course

Thank you for choosing our course on opening and trading stocks with a
Charles Schwab account! We appreciate your commitment to learning and
wish you the best of luck in your trading journey. Remember to conduct
your own research and build on the knowledge we've provided in the
course. Use it as a solid foundation for your trading endeavors. If you have
any questions along the way, feel free to reach out to us on social media or
in our Discord community. Happy trading!

-Jason Raynor

Contact Us
Email Us For Questions

Join Our Discord

Follow Jason’s Instagram

@HypeBrothersMedia

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