The Traders Journal

Gatis Roze
About the authors: , CMT, holds an MBA from the Stanford Graduate School of Business and is a past president of the Technical Securities Analysts Association (TSAA). He is also the co-author of Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). A full-time investor for over 25 years, Gatis has taught sold-out investment courses throughout the Pacific Northwest and beyond since 2000. Learn More

Grayson Roze
is the author of Trading for Dummies (Wiley, 2017) and Tensile Trading: The 10 Essential Stages of Stock Market Mastery (Wiley, 2016). He has worked in the financial services industry for StockCharts.com since 2012, and now serves as the Business Manager for the company. He holds a Bachelor's degree from Swarthmore College. Learn More

Latest Posts

The Traders Journal

Stop! Don't Touch It! Let It Go! Quit Tinkering!

by Grayson Roze

I’ve seen this play out time and time again at seminars, conferences, lectures, and courses. Remarkably, the conversation always begins with the exact same seemingly harmless five-word question: “But what if you just…” Those five words prompt me to step up on the soapbox and launch into the “tinkering talk”.  A recurring discussion at the various investing presentations I give, this topic has become almost a comfort at this point, as if an old friend has returned for yet another rousing debate. “But what if you just change this? Modify that? Try it Read More 

The Traders Journal

How to Produce a 250% Run-Up

by Gatis Roze

In his Market Wizard books, Jack Schwager proved to investors that they could indeed significantly improve their own investing skill set by mimicking Wall Street’s greatest money managers.  In this blog, I’ll show you how investing greatness can and should be built upon a similar parallel paradigm used by one of our true industry titans — Alan Mulally, former President and CEO of Ford. Mr. Mulally was CEO of Boeing Commercial Airplanes prior to becoming Ford’s CEO in September of 2006.  Ford’s stock at that time was selling for $5.81.  When he retired in July Read More 

The Traders Journal

Teach Your Young Investors! Here's How And Why You'll Both Benefit

by Gatis Roze

This is personal. I’ve spent a lifetime learning how to make consistent profits in the investing arena. Yes, the stock markets have been good to me. They’ve allowed me to stay healthy by learning to manage my stress and they’ve also allowed me to enjoy an extremely comfortable lifestyle. Ironically, these were not my real objectives. As I said in our January interview in Stocks & Commodities Magazine (included below), “A lot of parents want to leave a legacy for their son, but I was determined to leave a legacy in my son.” When Steve Jobs was asked Read More 

The Traders Journal

The Two Pillars of Probability Enhancement: How To Systematically Reduce Risk and Increase Rewards

by Gatis Roze

If you didn't catch my interview on Wednesday morning, I joined Tom Bowley and Erin Swenlin on their StockCharts TV show, MarketWatchers LIVE, for a special presentation: "The Two Pillars of Probability Enhancement". I demonstrated the asset allocation strategies and routines I use to reduce risk in my portfolios and increase my probabilities of profitable investing.  To watch the presentation, take a look at the video below:   Trade well; trade with Read More 

The Traders Journal

An Organized Process to Navigate the Markets - ChartPack Update #19 (Q1, 2018)

by Gatis Roze

In the 18 years I’ve been teaching investors to grow their wealth, I believe I can simplify it down to two basic prerequisites for success.  Despite all the clatter, prattle and bluster that increasingly emanates from the financial industry, individual investors can multiply their probability of success many times over by grasping two essentials.  I’ve witnessed that the investors who focus on these two have built and grown significant wealth. These are my factual observations. End of story. Prerequisite Number One: Your likelihood of success skyrockets Read More 

The Traders Journal

Why ETFs Are Best-of-Breed for Only 50% of Your Asset Classes

by Gatis Roze

Investors have once again been misled by the media, bamboozled by Blackrock, duped and frisked by the financial community.   Exchange traded funds (ETFs) are not the panacea for every asset class as they all want you to believe they are.  In my own portfolio, approximately 45% of my asset classes are covered by ETFs, but another 45% are no-load mutual funds. Individual stocks account for about 10%.  My objective with this blog is to shatter the myth that ETFs should replace all your mutual funds and stocks.  I’ll show you that achieving outperformance is best done by Read More 

The Traders Journal

Two Years of Action Practice Exercises: An Introduction and Index

by Gatis Roze

I’ve been teaching investment courses across North America for over 18 years now – in seminars, at conferences, to professional organizations and, most recently, through our own investment education company, Stock Market Mastery. By last count, I’ve had over 5,000 students. When it comes to different investor types, I’ve pretty much seen it all.  When I step back and look at the big picture, the most common prerequisite for success as an investor that I’ve witnessed is the willingness and ability to pull the trigger — in other words, to take action. Having said Read More 

The Traders Journal

Charts I'm Stalking: Action Practice #25

by Gatis Roze

I confess!  I’m messing with you a bit with respect to Action Practice #24. On the surface, the exercise is simply to allocate 100% of your funds, apportioned amongst each of the six asset classes. As a reminder, I've listed those six asset classes below, including their respective ticker symbols. Vanguard Total Stock Market Index (VTI) MSCI Europe, Australia and Far East - EAFE Index (EFA) SPDR S&P Biotech ETF (XBI) Powershares Commodity Index (DBC) Dow Jones Global Real Estate (RWO) iShares Read More 

The Traders Journal

Free Style Tips: How I Organize My Custom ChartStyles!

by Grayson Roze

Well, I did it again. Yesterday morning, I joined Tom Bowley and Erin Swenlin on MarketWatchers LIVE as part of the weekly "Everything StockCharts" segment, which covers important tips, tricks and other information that all StockCharts users can benefit from. My appearance was a demonstration in styleChartStyle! With my very own StockCharts account up on the screen, I showed off the custom ChartStyles I use daily and explained how I've organized them (using StyleButtons) to maximize my use of the ShapCharts Workbench. My ChartStyles have Read More 

The Traders Journal

Two Icons Reveal the Same Secret to Success

by Gatis Roze

Steve Jobs famously challenged everyone when he said, “We’re here to put a dent in the universe.  Otherwise, why else be here?” I was fortunate recently to spend a couple of days in Napa Valley at the DENT 2018 conference. There’s nothing like spending quality time with lots of exceptional people to get oneself re-energized and refocused.  Not unlike our upcoming Investor Boot Camp. The wisdom, insights and passion at DENT 2018 covered a very wide spectrum, of topics.  But since my soundtrack translates much of what I experience back to investing, those are the Read More 

The Traders Journal

This Is Personal: My Very Own ChartList Organization

by Grayson Roze

  The other morning, I joined Tom Bowley and Erin Swenlin on their daily MarketWatchers LIVE web show. My appearance was part of the weekly "Everything StockCharts" segment, which covers important tips, tricks and other information that all StockCharts users can benefit from. The show got a little, well personal! I put my very own StockCharts account up on the screen and shared the unique ChartList organization that I use to watch the markets and my portfolios. Plus, I shared a very important "Tip of the Day" and demonstrated how to create a helpful Read More 

The Traders Journal

Maximizing Your Profits Since 2013 - Tensile Trading ChartPack Update #18 (Q4, 2017)

by Gatis Roze

Yes, the markets are extended.  All prudent investors should be reviewing the Permission-to-Sell Dashboard (ChartList 10.4) every week.  We’ve added another useful market timing chart and made all 15 charts more muscular. The times are a’ changing in the ETF arena as well. Hundreds are closing and new smart beta ETFs are being added. This update reflects those profound changes. The same is true for you sector investors. There have been tectonic shifts in the composition of the S&P Sector ETFs which are reflected in ChartLists 401-409 (see below). As always, we’ve mined the Read More 

The Traders Journal

The #1 Lesson Learned From All My 2017 Trades

by Gatis Roze

Over 25 years of full-time trading, it’s been my experience that, as an investor, one moves ahead by looking back. In other words, reviewing my 2017 Trading Journal will improve my 2018 results. Indeed, the tenth and final stage of Stock Market Mastery is to Revisit, Retune and Refine. It’s a proven discipline that keeps on giving year after year. Having just reviewed my 2017 journal over the holidays, I’ll share with you the key lesson this year. It can be encapsulated literally in a single word: PATIENCE. For this blog, I’ll focus on my individual stocks to illustrate how I applied Read More 

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