Revolutionize Your Investing & Trading
Session 1: January 22, 2025 (excerpt)
 Small-Group Coaching
with Dr. Richard Smith
 For the first time ever, Dr. Richard Smith offers personalized coaching in a small-group setting.
Dr. Smith has fielded requests for personalized investment coaching throughout his career.
After years of building technology that allows everyday investors to implement proven strategies used by hedge-fund billionaires, he is finally ready.
In Dr. Smith’s exclusive three-month coaching program, you’ll get hands-on training with the new technology and learn the methodologies that have shaped his approach to investing and trading for over two decades.
What to expect:
- Holy Grail Portfolio
- Hone a strategy for investing/trading that aligns with your personal goals and convictions
- Weekly live Zoom sessions
- 12 one-hour sessions over 3 months
- 1:1 access
- Limited to 30 students total
- Session replays
- RiskSmith technology
- Revolutionary platform that helps radically reduce risk in your portfolio
- Curated assets and model portfolios
- Browse pre-screened assets and hand-tooled demo portfolios
Meet your host

Dr. Richard Smith
I’m on a mission to make smart investing strategies in the financial markets available to everyone. 20 years ago, I founded TradeStops.com, making trailing stops available to everyday investors, eventually tracking more than $20 billion of assets for 30,000 investors. For the last 4 years, I've been deep in R&D on the next evolution.
Today, it's ready to debut: a powerful, flexible suite of tools that helps you visualize risk like never before.Â