Executive Summary:

With over years of experience, since 2007, in proprietary trading and professional trading analysis for both technical and fundamental theories, I have developed a robust and adaptable trading methodology focused on maximizing returns while effectively managing risk. My expertise spans intraday trading, algorithmic development concepts, and strategic portfolio management. This document outlines my professional history and trading strategies, emphasizing a data-driven approach and commitment to continuous improvement.

Professional History:

2007-2009: Foundational Experience and Strategic Refinement

During this period, my trading strategies gained recognition from brokerage firms and trading schools, leading to invitations to conduct multiple seminars on intraday trading. I also provided specialized training in my intraday strategies to trading groups within two major banks. While five drawdowns occurred due to initial over-trading, these were effectively mitigated through the development and implementation of refined psychological trading strategies.

2010-2012: Advanced Development and Institutional Engagement

This phase focused on in-depth research and development of advanced trading psychology techniques, alongside the conceptualization of trading software incorporating AI principles. In 2012, a major bank extended an offer to lead a $2 billion fund. However, due to my trading methodology, which necessitated a singular instrument focus, diversifying such a large portfolio across a single instrument was deemed impractical.

2015: High-Value Portfolio Management

I managed a $17 million trading account. Regulatory changes for US citizens necessitated the client's withdrawal of funds after eight months, resulting in the termination of the contract.

2017-Present: Technological Advancement and Strategic Optimization

Software development commenced with a team of engineers from Belarus, followed by collaboration with a Canadian professor. Development was placed on hold due to the need for further capital to finalize advanced features, for which a comprehensive proof of concept, architecture, and advancements have been established.

From December 2020 to the present, a meticulous review of all trading studies and records has resulted in the engineering and updating of trading strategies, preparing for a future automated system. This focus on proprietary trading has yielded significant improvements in trading results over the past three years. I am confident in my trading psychology and strategy, with a continued focus on developing AI-automated trading software.

In 2024, I continued proprietary trading and managing private Limited Power of Attorney (LPOA) accounts. (LPOA definition: Accounts managed with explicit authority granted by the account holder.) Part-time development of an updated automated trading system architecture progressed, and financial modeling consultations were provided to several companies, including those in the financial technology and investment sectors.

Anticipated for 2025 is a major tender for establishing a trading floor and business consultation office, expansion of precious metals trading, and further technological advancement in trading software. All annual trading statistics are audited by a reputable third party and presented in the subsequent year.

Trading Strategy:

Product Selection:

Our strategy focuses on specialized, manageable products chosen for their optimal trading conditions, characterized by balanced liquidity and volatility. These include:

• XAU/USD (Gold/US Dollar): Primary focus due to consistent volatility and liquidity.

• S&P 500: Secondary focus, providing significant trading opportunities.

• Major Currency Pairs: USD/EUR/JPY/AUD/CNY/CAD, selected for their high liquidity and predictable market behavior.

Risk Management:

A rigorously tested risk management formula, based on target pip gains, historical market data, and performance analysis, is employed. This formula calculates risk based on various market conditions.

• Low-Risk: Margin cost limited to 1% of available capital, with potential earnings of $0.10 to $1.00 per 100 pips. Duration: Good Till Cancelled (GTC) or less than 115 hours. (GTC Definition: An order that remains active until executed or cancelled.)

• Medium-Risk: Margin cost limited to 17.5% of available capital. Duration: Close of Day (COD) or less than 23 hours. (COD Definition: An order that closes at the end of the trading day.)

• High-Risk: Margin cost limited to 30% of available capital. Duration: COD or less than 12 hours.

Strategy Evaluation:

Our strategy evaluations encompass:

• Precise timing of trades.

• Technical price structure analysis.

• Price trend and strategic trade positioning.

• Target price and exit strategies, including risk management relevant to opposing market conditions.

While over 80% of trades are initiated as COD trades, positions may be held across multiple economic and calendar cycles to optimize risk management and target achievement.

Example of a good day on high risk trading instruments

A good example of a trade held over 29 days, the longest a trade has held so far... with 17.57% profit while using just 0.3% of available capital for margin costs in the trade. Leverage 1:100

2024 

I experienced four tough drawdowns but not critical at all but am happy with the Profit factor of 1.4 and the success ratio of 78.95 for short positions and 95.00% for long positions.  I am using an aggressive AI strategy that is evident by the number of trades made between January and June.