****UPDATE: as of April 2024 DeltaOne now is on a waitlist/application based membership. | $50K USD Min Account Required
The Membership Includes Access to The Following:
Private Discord Group with independent traders, money managers and related financial professionals
Real-Time trade ideas & analysis (cross-asset)
Access to LongVol Report PDF weekly
Monday & Wednesday AM Market Briefs (Zoom at 9:15am EST)
Annotated charts & trade structuring
Stocks/Futures/Options data
Longer-term idea generation (3-9 months)
Community access for networking with other vetted members
Quicker response time to questions via DM on a 1-to-1 basis
Also provides access to The AST Alerts Portfolio & Substack Membership
*Foundations of Professional Trading Video Lectures - 35 Hours of Lectures on Long/Short trading (Included only with yearly membership) across asset classes. Click here to read the full syllabus.
Fees: Please Inquire & Apply
To apply please just use that button below and explain a few things:
Investing/trading history
Any questions you have
Brief intro about yourself
All information is kept strictly confidential. If you are a finance professional, money manger or similar and want multi-user access please note when applying.
Why subscribe?
You’ll have to be the judge of that!
However……
Proven track record of long/short idea generation: I’ve been trading the markets since 2006, professionally since 2009. As a futures/energy prop trader, analyst/trade and Portfolio Manager at a long/short hedge fund and run my own private multi-strat fund today. Beside having a track record that is too long to list of long/short market analysis these are the most publicly listed ones:
One of the first to call for Carvana to go BK at $150, clearing over $1M
$2M Housing Short in 2023 that led to over +40% in returns - Covered by Business Insider
Long Energy Stocks in Fall 2023 (Valero and others) recently exited in April 2024.
In addition to that, there are countless members and independent traders that I have worked with over the last decade that have found success from the approach. If you’re someone who has found yourself bouncing around from newsletters or approaches over the years I’d strongly encourage you to take the 2 month trial and give this a fair shake - you’ll see that this is unlike much of what you have encountered, hence the application process and price point.
The Investment/Trading Framework
Top Down Methodology: I run a top-down approach using macro, business cycle and fundamentals combined with a market-timing/technical overlay. The key in much of this is trade structuring meaning how a thesis is expressed to generate returns that are not predicated on “all in” one one idea or just using options as most are used to to invest.
Portfolio Management: There are multiple ideas generated, some short-term 1-30 days with some 3-9 months in time so there’s a focus on managing a portfolio of cash v. just day-trading and going back to cash hence the $50,000 minimum required. If you are after only day-trading options/futures/stock this probably won’t be a fit.
Trade Execution: This is an important part of the framework and one I believe most overlook in the markets. Ideas are executed in various trade structures. Some are qualitative based on playbook strategies, some require thought - we use directional options, long/short equity, building our own basket of stocks to trade a sector, LEAPs and DITM calls and puts.
Creating value with actionable ideas, community and education: The value for everyone is different so you have to be the judge as to what is most important to you. The community is global and comprised of those who are after making money from the markets but also learning.
FAQs
Q: What are the Monday & Wednesday Briefs?
We do a quick Zoom call (15-45 min) to go over certain ideas/strats for that day or week ahead based on the market and current sector(s) we are trading in. This gives everyone a chance to ask questions and get a quick brief on the plan of action. They are recorded so you can watch later if you miss.
Q: Will you offer a free trial
No, this is not a typical “trade service” membership it is by strict application only and we screen applicants to ensure it’s a fit for both parties.
Q: What are you trading/investing in?
Multi-strategy, cross-asset - This means anything that drives returns where the framework can be applied.
That means: Long/Short equities, equity options, LEAPs, index ETFs, some value plays, some event-driven ideas, special sits and short-term momentum as needed.
We do not traffic in: Micro-caps, small caps or Forex
Time horizons: Intraday, 5-30 days and 3-9 month holds, all depends on the situation and strategy we are applying from the Playbook.
Q: Why is there a $50,000 minimum?
The primary reason is because of the strategies we apply and the portfolio management approach we use. You need to have the capital to be able to execute on the ideas, research and insights we go after. In addition, we also have a focus on portfolio management/construction hence the multi-strategy and holding period approach.
Q: Does membership include the Substack and AST Alerts Portfolio?
Yes.
If you choose the yearly membership you get access to both for a year. In addition, the yearly option provides access to the 35 hour FOPT video lectures on long/short trading and portfolio management.
Q: Why do I have to apply?
First - There is a simple vetting process so that the membership community stays at a level that we want it to be at. That means, with members who have the capital, contribute are open to learning and new perspectives and who are genuinely here to make money from the markets.
This is genuinely a community that is driven to do 3 specific things:
Generate alpha (returns)
Provide a membership/community for like-minded traders & investors
Provide perspective, research, insights and training
Second - This is not a chat/membership which most are accustomed to. By that I mean, the membership where there are 300 people in a chat all looking for call/put order flow or degenerately jumping in and out of stocks they have zero clue on. We trade at a legitimate Professional level across different asset classes, both long and short with the sole goal of delivering P&L. I would highly suggest the trial to get a first-hand experience of what this is.
Finally - It’s a simple Q&A form to apply and just ensures the community keep it’s standards that members are accustomed too.
Q: Will there be education?
Yes, if you join the Yearly Membership you have access to a +35 hour Video Lecture series titled “Foundations of Professional Trading” - this covers long/short trading and portfolio management.
You can read the syllabus here.
This is an intensive video series that is broken into 4 modules and are things I’ve used as a Professional Trader and money manager in my career that are not widely covered in traditional books or ‘normal’ education.
Q: Is there a way to get the FOPT Training by itself?
Yes. The fee is $4,500. Please email for info.
Q: Where can I find more information and apply?
To apply please just use that button below and explain a few things:
Investing/trading history
Any questions you have
Brief intro about yourself
All information is kept strictly confidential. If you are a finance professional, money manger or similar and want multi-user access please note when applying.
Thanks for supporting the site and reading!
Dan