EquitySmart Investing Success Program
Education Structure

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Our Program consists of 6 self-paced modules.
An additional module covering Shorting available if requested at no extra charge


Market Cycles
Sector Performance
Stock Selection
Moving Averages
Support and Resistance Levels
Trading Plan

Determining your risk level
Stop Losses
Trailing Stop Losses
Risk Management
Market Momentum

ASX premarket
Earnings announcements
Ex-dividend dates
The American Stock Market
News and takeover bids
Trading after the fact

Profit targeting
Momentum changes
Taking a loss
Rebalancing positions
Changing Gears: Market Direction

Analysing price based data
Volume analysis
How to trade using volume
Understanding RSI
Analysing bar charts
Analysing candlestick charts
Using MACD

Understanding Leverage
Risk affected by Leverage
How to trade using volume
Portfolio Management
Position Diversification
Legal Risk
Commission Management
Overnight Financing

Stock selection
How shorting works
How to trade using volume
Risk and Implications
Shorting strategies
Shorting market conditions – Bear Markets

At the completion of the EquitySmart Investing Success
Education Program you will:

  • Have a trading plan based on your investment goals – be they short, medium or long term
  • Know how to manage your positions. When to take a profit and when to cut your losses and how to rebalance your position
  • Understand market cycles and how sector performance can affect stock purchases
  • Understand Moving Averages and Resistance & Support
  • Determine your Risk Management Level and apply Stop Losses and other risk management strategies to protect your capital
  • Know when to buy and when not to buy. How earnings announcements, takeover bids and ex dividend dates affect stock prices
  • Understand the relationship between the US and Australian markets
  • Understand how to analyse price based data and volume and how to trade using volume
  • Understand and interpret bar and candlestick charts
  • Understand and use RSI, MACD and various other technical indicators
  • Understand leverage and the associated risks and how to manage this risk across your portfolio.

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Testimonials

"I would like to thank all the staff at EquitySmart for all your help. In only a few of months I started with no knowledge of the Stock Market and I am now trading with a very high success rate. EquitySmart is a great platform, with an excellent education course and fantastic ongoing support...."

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Denis L, Woodcroft

"Dear EquitySmart, I was extremely nervous and dubious as to whether I could learn a program like EquitySmart never mind entering a total different industry.  I have always worked in the health and wellness sector and didn't really take too much notice of the markets and financial industry.  My husband persuaded me to try it as he is too busy and we want to improve our financial situation as we lost a portion of our wealth immigrating ..."

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Sharon B, Bridgeman Downs

"I use EquitySmart nightly and it is great not to spend hours researching and looking over graphs as once you have set up your criteria EquitySmart will do it all for you and send an e-mail when a stop loss or buy signal is hit in the watch list or your portfolio, also the home screen notifies you as soon as you start the program. The program is great as being in the latter years and not a computer guru it is so easy to understand and use, the ..."

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Ron W, Walkerston

"I joined EquitySmart in June 2014 and since then I have not looked back. I find their software easy to use and it has given me great trades. Even on the days the market was falling I was able to find excellent opportunities. The support I get is also important to me, Jose made himself available to coach me and there is also a fortnightly webinar that keeps me focused. I am so happy with the results that I can now see my financial goals are very..."

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Rob K, Mudgeeraba

"I want to thank everyone at EquitySmart for the wonderful education and ongoing support you have given me. I have been actively trading for about 4 months now and just made my most significant gain yet. I realise, as you have often repeated, it is not the stock or my move, but the market timing and trend. In addition, by following your education, I have had very few losses and those have been very minimal. A lot of my friends are so afraid of the..."

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M Henry, Kayleen

"Can I also say how good EquitySmart is – a definite improvement on other programs. EquitySmart is much easier. Only including the initial bull signal for the scan reduces the overall scan results down to a much more manageable number. Once you have selected the stocks for the watchlist and set high/lows, then the watchlist itself is easy to view and maintain. I also like the way the portfolio is set out and how it shows clearly where your ..."

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Karen, Liverpool UK

"...with their understanding, perseverance, and the general follow-up with help, large problems became small. Courtesy, care and patience always present, nothing left unsolved...."

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Iris K, Prospect

"Overall, I think EquitySmart is magnificent. All the staff that I have had anything to do with regarding my problems from time to time, have been like yourself - the best there is. Thank You all so much again, I am truly grateful...."

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Lindsay H, Invermay Park

"I was an absolute trading novice when I purchased the EquitySmart programme, apart from severe losses through managed funds. I became determined to manage my money myself, and remain humbly committed to successful trading. There is much to learn, and Jose has been an excellent mentor with undying patience, running fortnightly helpful webinars, and ongoing help whenever needed. I nervously placed my first trade late October 2013. This took me ..."

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Sandra F, Croydon North

"This is just to thank EquitySmart for the webinars and confirm that they are most welcome and extremely important to keep improving our trading ability. Trading can be very disheartening without continued support. Most of the feedback we hear form friends tend to be on the negative in the long run! Once again thank you very much for your great support, the quality of the webinars is great and much appreciated...."

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Fred G, Wantirna