by @HipHopStockDocDeveloping a Plan & Discipline

DisclosureBLACK MARKET EXCHANGE, LLC is NOT a Broker Dealer. Black Market Exchange, LLC engages in trader education and training. BLACK MARKET EXCHANGE, LLC offers a number of products and services, both electronically (over the internet through www.thebmex.com) and in person. BLACK MARKET EXCHANGE, LLC also offers web-based, interactive training courses on demand. The seminars given by BLACK MARKET EXCHANGE, LLC are for educational purposes only. This information neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities. You shall be fully responsible for any investment decision you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs. This material is being provided to you for educational purposes only. No information presented constitutes a recommendation by BLACK MARKET EXCHANGE, LLC or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities. You are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs. Please note: Hypothetical computer simulated performance results are believed to be accurately presented. However, they are not guaranteed as to accuracy or completeness and are subject to change without any notice. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Since, also, the trades have not actually been executed; the results may have been under or over compensated for the impact, if any, of certain market factors such as liquidity, slippage, and commissions. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any portfolio will, or is likely to achieve profits or losses similar to those shown. All investments and trades carry risks.

7 Key Factors for PLANNING & DISCIPLINE

7 Key Factors1. Assess current finances. 2. Define goals. 3. Discover opportunities. 4. Develop plan. 5. Implement strategy. 6. Evaluate and rebalance. 7. Follow guidelines.

1

Assess Current FINANCES

1

THINGS TO KNOW• Have budget in place • Include investing in budget • See what money is left to invest • Find ways to find money to invest • Compare savings vs. investing

1

1

ENVELOPE SYSTEM

2

Define GOALS

THINGS TO KNOW• SMART:

1. Specific - What is your goal(s)? 2. Measurable - Can you quantify your goal(s)? 3. Achievable - How do you plan to reach your

goal(s)? 4. Realistic - Can you actually reach this

goal(s)? 5. Timely - When do you expect to reach your

goal(s)?

2

SMART SAMPLE• SMART:

1. Specific - Make 10% on my investment this year 2. Measurable - Turn $1,000 into $1,100 3. Achievable - Buy 3 shares of company ABC

($200 per share) and 4 shares of company XYZ ($100 per share)

4. Realistic - Both companies’ share prices have grown 10% every year for the past 4 years

5. Timely - The purchase will happen in January 2015 and I will evaluate in December 2015

2

3

Discover OPPORTUNITIES

3

THINGS TO KNOW• Risk tolerance • Asset allocation • Broker capabilities • Capital for investing

3

THINGS TO KNOW• Money Market Accounts • Stocks • Bonds • Mutual Funds • Index Funds • ETFs • REITs • Options

4

Develop a PLAN

4

THINGS TO KNOW• SIP:

1. Simple - Is is systematic? Can you repeat it?

2. Intelligent - Is it based on previous outcomes or data?

3. Practical - Can it actually be executed?

4

THINGS TO KNOW• SIP:

1. Simple - I will save $100 from each paycheck and buy stock every 6 months

2. Intelligent - The stock(s) I buy will have an average annual growth rate of 10%

3. Practical - My broker allows me to buy stock and even offers dollar-cost averaging

5

Implement

5

THINGS TO KNOW

1. Secure investment capital from budget 2. Make sure goal is set in stone 3. Weigh your opportunities to achieve goal 4. Make sure plan is developed 5. EXECUTE ALL OF THE ABOVE =

IMPLEMENT STRATEGY

6

EVALUATE & REBALANCE

6

THINGS TO KNOW• EVALUATE: • Did I save and invest the money I said I would? • Did I create SMART goal(s)? • Did I achieve my goal(s)? • Which opportunities were successful? Which ones

weren't? • Was my plan SIP? • Did I implement my strategy as planned? • If I had to change anything, would would it be? • How often do I want to do it?

6

THINGS TO KNOW• REBALANCE: • Which asset should I keep or add? • Which asset should I decrease or get rid of? • How risky do I want to be? • How often do I want to do it?

7

Follow GUIDELINES

7

8 INVESTOR RULES

1. Know what you’re buying 2. No emotions 3. Stick to your plan and strategy 4. Set gain and loss limits (if applicable) 5. Be confident, not cocky 6. Thorough research and system 7. Patience is key 8. Don’t go all in

7 Key Factors1. Assess current finances. 2. Define goals. 3. Discover opportunities. 4. Develop plan. 5. Implement strategy. 6. Evaluate and rebalance. 7. Follow guidelines.

“Never depend on single income. Make investments to create a second source.”

- Warren Buffett, Professional Investor

“I’m only rich because I know when I’m wrong. I basically have survived by recognizing my mistakes.”

- George Soros, Professional Investor and Business Magnate

“You ned a strategy, and a trade or investment decision can be evaluated only in the context of that strategy.”

- Aaron Brown, Finance Practitioner and Author

WORDS OF WISDOM

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DisclosureBLACK MARKET EXCHANGE, LLC is NOT a Broker Dealer. BLACK MARKET EXCHANGE, LLC engages in trader education and training. BLACK MARKET EXCHANGE, LLC offers a number of products and services, both electronically (over the internet through www.thebmex.com) and in person. BLACK MARKET EXCHANGE, LLC also offers web-based, interactive training courses on demand. The seminars given by BLACK MARKET EXCHANGE, LLC are for educational purposes only. This information neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities. You shall be fully responsible for any investment decision you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs. This material is being provided to you for educational purposes only. No information presented constitutes a recommendation by BLACK MARKET EXCHANGE, LLC or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities. You are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs. Please note: Hypothetical computer simulated performance results are believed to be accurately presented. However, they are not guaranteed as to accuracy or completeness and are subject to change without any notice. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Since, also, the investments have not actually been executed; the results may have been under or over compensated for the impact, if any, of certain market factors such as liquidity, slippage, and commissions. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any portfolio will, or is likely to achieve profits or losses similar to those shown. All investments and trades carry risks.