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2 strategies and tactics for Trading Strategist

What is Trading Strategist strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Trading Strategist strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Trading Strategist strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Trading Strategist strategy examples

You will find in the next section many different Trading Strategist tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for managing risk for trading

  • ⛳️ Strategy 1: Calculate appropriate lot size

    • Assess the account balance and its current limits
    • Define the maximum acceptable risk per trade, generally 1-2% of the account
    • Calculate the dollar value of the risk based on the 8% drawdown
    • Determine the potential pip loss on average for your trades
    • Divide the allowable dollar risk by the pip risk per trade to find the lot size
    • Ensure lot size corresponds with broker's minimum requirements
    • Review historical trades to confirm the risk aligns with past performance
    • Use a lot size calculator for quick computations
    • Reassess lot size regularly according to account growth
    • Maintain discipline by adhering to the calculated lot size

  • ⛳️ Strategy 2: Implement risk management protocols

    • Set stop-loss orders for every trade to limit potential losses
    • Use take-profit orders to secure gains at the target profit level
    • Monitor trades constantly to ensure compliance with risk management
    • Avoid over-leveraging the account which can increase risk dramatically
    • Conduct a risk-reward analysis before placing any trade
    • Reevaluate your trading strategy based on current market conditions
    • Keep detailed records of trades for analysis and improvement
    • Test strategies on a demo account to measure risk and performance
    • Limit the number of open trades according to your risk capacity
    • Adapt risk management strategies according to changing market volatility

  • ⛳️ Strategy 3: Adopt a disciplined trading plan

    • Set specific, realistic trading goals and adhere to them
    • Develop a structured daily trading routine
    • Define entry and exit signals clearly in your trading plan
    • Establish a review process to evaluate each trading session
    • Limit emotional decision-making by sticking to your predetermined strategies
    • Reaffirm the trading plan's guidelines before each session
    • Allocate time for continuing education and market research
    • Utilise trading journals to track performance and refine strategies
    • Engage with trading communities for shared insights and support
    • Regularly update the trading plan based on market changes and personal performance
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Implement these strategies

Strategies and tactics for implementing a profitable nifty option buying strategy

  • ⛳️ Strategy 1: Use moving average crossover strategy

    • Identify the appropriate fast and slow moving averages for crossover signals
    • Track the nifty index for crossover signals on the identified moving averages
    • Confirm trade signals with additional indicators like RSI or MACD
    • Set the entry point on the next candle after a crossover signal
    • Define the risk-to-reward ratio as 1:3 for every trade
    • Place a stop-loss order at a level that represents the defined risk
    • Set target prices at three times the risk amount from the entry point
    • Monitor trades closely for profit-taking when conditions are met
    • Adjust moving average parameters periodically based on market conditions
    • Back-test the strategy on historical data to ensure its effectiveness

  • ⛳️ Strategy 2: Employ support and resistance strategy

    • Identify significant support and resistance levels on the nifty chart
    • Use price action to confirm robustness of these levels
    • Place buy orders near support levels with confirmed bullish reversal patterns
    • Set stop-loss orders below the identified support levels
    • Define the risk-to-reward ratio as 1:3 for each trade
    • Establish target prices at three times the distance from the stop-loss
    • Use oscillators like RSI to confirm oversold conditions at support
    • Monitor market news that might affect support and resistance effectiveness
    • Adjust support and resistance lines as the market continues to develop
    • Regularly back-test and refine the strategy to improve accuracy

  • ⛳️ Strategy 3: Utilise volatility breakout strategy

    • Determine key volatility indicators such as ATR (Average True Range)
    • Set criteria for entry based on significant increases in volatility
    • Position buy orders during periods of breakout with high volatility
    • Place stop-loss orders at a safe distance, incorporating ATR calculations
    • Define a 1:3 risk-to-reward ratio for setting up target prices
    • Exit positions as prices approach thrice the risk amount
    • Avoid trading during low volatility sessions when conditions aren't met
    • Use historical volatility patterns to forecast future breakouts
    • Stay updated with macroeconomic news that might trigger volatility
    • Reassess the strategy regularly to ensure sustained profitability
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Implement these strategies

How to track your Trading Strategist strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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