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

Survey Results: The Top 10 Reasons Investors Told Us Why Routines and Organized ChartLists Matter

by Gatis Roze

In our last Traders Journal blog, Grayson and I extended an invitation to our readers to share their experiences with the Tensile Trading ChartPack. The spectrum of responses was diverse, broad and extremely insightful.  We found it  motivational and encouraging that so many investors have “found their stride”, as one person put it, by utilizing the ChartPack framework.  The majority of the comments we received alluded to the fact that most investors personalized the collection of 94 ChartLists to meet their own needs — precisely what we’ve encouraged Read More 

The Traders Journal

Major New S&P Sectors and Realignments: Biggest ChartPack Update Ever (Q3, 2018)

by Gatis Roze

Ladies and Gentlemen: the most significant shakeup in sector classifications within the past decade has just occurred. Two of the world’s biggest index providers — Standard & Poor’s (S&P) and MSCI, Inc. — have reorganized critical sector indexes. It’s a good time to take stock of what you really own so you know which team to cheer for.  Some of your favorite teams have traded away a number of “Hall of Fame” players. No worries, this updated ChartPack (our most significant since 2013) will help you make all the necessary adjustments. We’ve added the new Read More 

The Traders Journal

Peter Lynch Nailed It; The French Nailed It; Sally Nailed It; You Can Too!

by Gatis Roze

Peter Lynch was the portfolio manager for Fidelity’s Magellan Fund for 13 years. His performance results were legendary, and when he retired, he wrote a number of books based on his winning investing principles. To paraphrase and blend a few of those together, Lynch felt that individual investors could outperform the professionals by investing close to home in companies and products they understood. For example, if you went to the mall and liked the store, you’ll probably love the stock.  In other words, buy what you understand and monitor your favorite companies which is a lot Read More 

The Traders Journal

If You Only Read One Blog This Year...Make It This One!

by Gatis Roze

After two conferences in the past three weeks (ChartCon 2018 and TSAA - San Francisco), it is abundantly clear that individual investors want to challenge my portfolio strategy. Therein lies the risk of 100% candid exposure on my holdings and investing approach. Rather than engaging in arm wrestling over whether my strategy is better than your strategy, I’ve decided to outline my portfolio very clearly and explicitly so that in the future, I can simply refer would-be debaters to this blog. In essence, I’m going to offer up the DNA of my portfolio and explain how it’s produced an Read More 

The Traders Journal

Five Advantages Individual Investors Have Over Institutional Investors

by Gatis Roze

The walls of advantage once held by institutional traders over individual investors have come crashing down.  Emerging from the dust, there now marches an entire army of real advantages that individual investors hold over their formerly superior big brothers.   In the worlds of fundamental information, charting tools and trading costs, these institutional armies no longer have the high ground.  The field is indeed much more level.  Despite all the talk about program trading, derivatives and flash crashes, I urge you not to become demoralized or Read More 

The Traders Journal

Your Dashboard to Navigating the Markets - ChartPack Update #20 (Q2, 2018)

by Gatis Roze

There’s a legendary tale in automobile circles how in the 1990s the executives at General  Motors got their design engineers to focus on what was most important.  They wanted to erase all their preconceived notions and assumptions about building cars.  They blindfolded all the engineers and lead them into a room where they’d stashed a borrowed a Lamborghini Countach.  The objective was for the blindfolded engineers to fondle the body lines of the Lamborghini with their bare hands and gain some fresh inspiration. Although less dramatic, there are Read More 

The Traders Journal

10 For 25: Essential Lessons, Rules and Strategies From a Lifetime of Investing

by Grayson Roze

Earlier this week, I joined Tom Bowley and Erin Swenlin on MarketWatchers LIVE for something a bit different.  Instead of sharing the usual tips and tricks as part of the "Everything StockCharts" segment, I had a chance to join the show as a featured guest.  In addition to some lively discussion and great conversation, I had a wonderful time sharing what I believe are the most crucial lessons, rules, and strategies that every investor needs to embrace. For anyone who didn't catch that presentation, I've included the video below.  I'm Read More 

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 

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