How to trade: A weekly class for beginners

Virtual classroom details

This class will cover the key components of creating and managing a trading plan, including: research and analysis, placing trades, and planning an exit strategy.

May 2023

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete homework assignment (PDF) | Download slides (PDF)

Monday, May 1, 2023
10:30 am - 11:30 am ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Monday, May 8, 2023
10:30 am - 11:30 am ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Monday, May 15, 2023
10:30 am - 11:30 am ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades.

Monday, May 22, 2023
10:30 am - 11:30 am ET

Presenter

Nicholas Delisse, CFA®

Nicholas D. Delisse, CFA®, joined Fidelity in May 2012. He has been a part of Fidelity's Trading Strategy Desk® since June 2014. He is currently a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a Chartered Financial Analyst (CFA®). Nicholas graduated from Texas Tech University with a bachelor's degree in Economics.

June 2023

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete homework assignment (PDF) | Download slides (PDF)

Wednesday, June 7, 2023
10:30-11:30 am ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Wednesday, June 14, 2023
10:30-11:30 am ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Wednesday, June 21, 2023
10:30-11:30 am ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades.

Wednesday, June 28, 2023
10:30-11:30 am ET

Presenter

Albert Marquez

Albert Marquez began his career at Fidelity in 2021. At Fidelity, Albert has held various roles within the Active Trader organization, including the service team, and more recently the Trading Strategy Desk®. Prior to joining Fidelity, Albert spent many years on the trading floors of Chicago, as an option trader and a broker. Albert earned his bachelor’s degree in Business Management from DePaul University. He is currently a Registered Securities Representative (Series 7/63).

July 2023

Session Date and time

Week 1: What to trade?
The introductory session will cover the benefits and drawbacks of trading both stocks and ETFs, as well as some of the characteristics that are used to identify these investment types. We will also cover the components of a trading plan and how that fits into your overall portfolio objectives .

Print and complete homework assignment (PDF) | Download slides (PDF)

Thursday, July 6, 2023
10:30-11:30 am ET

Week 2: Research and analysis
This week will focus on differentiating between fundamental and technical analysis, and how we can use these methods to find securities that fit into your trading plan.

Print and complete the homework assignment from Week 2 (PDF)

Thursday, July 13, 2023
10:30-11:30 am ET

Week 3: How to trade
This session will move us from idea generation into trade execution as we teach you how to place a trade. We will walk you through the various selections you will have to make on the trade ticket, as well as how to status or change your orders once placed.

Print and complete the homework assignment from Week 3 (PDF)

Thursday, July 20, 2023
10:30-11:30 am ET

Week 4: Managing risk and creating an exit strategy
In the final part of the series, we will discuss the importance of planning your exit strategies in advance and show you various methods that can be used to help manage risk on your trades.

Thursday, July 27, 2023
10:30-11:30 am ET

Presenter

Jacob Ellis

Jacob Ellis began his career at Fidelity Investments in 2015. Until joining the Trading Strategy Desk ® , he spent several years in our Active Trader Services function. Jacob earned a master of science finance degree from the University of Utah in 2019, and also serves in the U.S. Army Reserve Finance Corps. He is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), and a General Securities Sales Supervisor (Series 10).

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Technical analysis focuses on market action — specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering which stocks to buy or sell, you should use the approach that you're most comfortable with. As with all your investments, you must make your own determination as to whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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