The formula for success

Plus a super special deal

As the end of the month draws to a close, I always like to reflect on what’s worked — so that I can do it all again next month. 

Some of my biggest winners this month have been several of these names:

  • WMT – 79% gain 
  • TGT – 231% gain
  • ROKU – 69% gain 

I always hone in on how I got there, so I can continue to hone my rinse and repeat strategies. 

It always comes down to this combo…

Setup + Strategy + Tool + Execution = Success. 

Let’s break it down.

Setup: The reason we get into a trade. It’s a high probability, moment in time, in which you have a distinct pattern that you know has a likelihood of success. Each trade should always be taken when you have a defined setup. 

Do you know what yours is?

Strategy: The options strategy selected to take specific advantage of the setup. Options strategies mature differently and behave differently under varied circumstances. Which one is the best for the distinct setup? 

Do you know which strategy should be used with your setup?

Tool: Technology to help you locate your distinct moment in time. The market’s a vast beast, with setups and strategy possibilities galore. The quicker you can identify your distinct moment in time, the better you can act on it — and make money.

What type of tools do you use to help you make money?

Execution: The completion of this process, that ends with you making a trade — and closing it to make money. To execute the trade properly, you need to have confidence in the first three pieces of this process. 

Is one of these first three pieces getting in the way of your perfect execution?

Going back to the wins…

When I look at my winners, I know they all have one thing in common — these are strong, relative strength stocks, that are the leaders in their group — the Phoenixes. As for the losers? They definitely didn’t qualify to be the best of the best. 

That’s why, on this Black Friday weekend, I wanted to give you the never before seen opportunity to get my ‘Finding Phoenix’ package (that includes all four pieces: setup, strategy, tool, and execution) that allows me to find my best trades. You can take advantage of this for a very limited time — for 30% off. 

We never do discounts like this, especially on such a popular class and method. But, I wanted to do this for all of you for this weekend only, so that you can Find Phoenix, just like me. 

Check out the deals right now here (through Cyber Monday). 

Up Next...

Pre-Earnings Momentum Tickers at the Top of My List…

Friday, June 12, 2026 Traders,  Pre-earnings momentum season is heating up, and I’m laser-focused on two distinct types of setups I’m hunting right now. Top-Tier Setups: 4-Star & 5-Star Ranked Tickers These deliver the highest-probability moves because they have proven, repeatable earnings behavior. Live Example: NBIS (4-Star Ranked) NBIS checks every box for a strong … Read more

The June Lull is Almost Over – Get Ready to Enter the Earnings Hot Zone

Wednesday, June 10, 2026  Good morning, Five Star Traders!  I love getting ready for summertime trading! We are officially stepping out of the classic June lull and into one of my favorite seasonal setups of the entire year: pre-earnings momentum trading going into July and August. The first two weeks of June can be historically … Read more

The Inevitable Pullback – Why Today’s Nasdaq Hammering Sets Up Our Best Edge for Buys

Friday, June 5, 2026  Hey Traders, If you’re feeling that sting from today’s Nasdaq drop, take a deep breath. We just saw the Nasdaq futures get hammered, and close down roughly -5.4% on the day, and it continued falling after the cash session closed. It’s this kind of move that I’ll be watching very closely … Read more

Subscribe Today!

Want my up-to-date analysis, setups, top trading tips, and more? Be a Five Star trader, and join my free newsletter today!

Sign Up Now