Send us a text

Subscribe to How To Trade It

Serge Berger is one of the first guests I had the privilege of interviewing and is THE first return guest on the show. Since the last episode, Serge is now part of a portfolio management business, Blue Marlin Advisors. They research, advise, and execute trades. Serge also runs The Steady Trader, where you can get daily trading tips based on his methodologies. 

In this episode of How To Trade It, we discuss the importance of investing in the right asset class versus individual stocks. We talk about all of the factors that influence trading—including growth rate and timing—and where a new trader can get started. Don’t miss this wide-ranging educational discussion!

Subscribe to How To Trade It

You’ll want to hear this episode if you are interested in...

• [0:38] Serge is the first return guest on the show!
• [3:00] What is an alpha type strategy
• [4:27] How trading works with Blue Marlin
• [5:47] The Steady Trader = Investment + trade alerts
• [7:45] Where a trader should get started 
• [12:30] Timing is always a factor
• [15:59] Allocation in the right asset class
• [18:46] The basis for their analysis
• [25:28] Rebalancing and managing a portfolio
• [29:18] How to get a FREE eBook

Resources & People Mentioned

• Get a Free eBook

Connect with Serge Berger

• Blue Marlin Advisor
• The Steady Trader
• Watch on YouTube
• Follow on Twitter

Connect With Casey Stubbs

• Website: https://caseystubbs.com
• YouTube: https://www.youtube.com/TradingStrategyGuides
• YouTube: https://www.youtube.com/caseystubbs
• Twitter:  https://www.twitter.com/caseystubbs
• Facebook: https://www.facebook.com/TradingStrategyGuides
• LinkedIn: https://linkedin.com/in/caseystubbs
• Newsletter: https://financeandmarkets.com/

Grab your copy of the Complete Trading System This book teaches you how to build a trading system from the ground up and how to become profitable in the markets.

Support the show

📈Replace Your Income Transform your life:

Join Now:
Replace Your Income With Freedom Income Options

🔗 Explore all my tools, trade alerts, and social links:
👉 https://linktr.ee/caseystubbs

Casey Stubbs
Freedom Income Options
Replace Your Paycheck, Reclaim Your Freedom.