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Monthly Plan

Define and review the 2-3 most important aspects of your trading each month, focusing on the following:

• Risk Management: Position sizing, dollar risk per trade, and the maximum number of open trades.
• Trading Strategy: Key setups, your trading edge, and specific strategies.
• Portfolio Review: Allocation between investments (e.g., spot holdings, margin for trading).
• Goals: Set clear, measurable goals (e.g., "grow account by 10%" or "improve risk-reward ratio").

Keep it simple and revisit these points regularly to ensure you stay on track.

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• DEC 24
• NOV 24
• OCT 24
• SEP 24
• AUG 24
• JUL 24
• JUN 24
• MAY 24
• APR 24
• MAR 24
• FEB 24
• JAN 24