Here are some questions to consider as you review your 2013 trading results and plan for 2014:

Am I enjoying myself?

Have I achieved my trading goals? Why? Why not?

Are my trading goals still relevant?

Is my trading plan current? Does it accurately reflect how I trade?

What is the strongest part of my trading plan? What can I do to improve it?

What is the weakest part of my trading plan? What can I do to improve it? What can I do to minimise
the risk or impact?

What is the area of my trading plan that I haven’t really developed to its fullest potential?

Do I really know whether my plan provides a positive expectancy? How do I know?

What is one thing I could do right now to improve my pre-trading preparation?

What is one thing I could do right now to improve my identification of setups?

What is one thing I could do right now to improve my entries?

What is one thing I could do right now to improve my trade management?

What is one thing I could do right now to improve my exits?

What is one thing I could do right now to improve my post-trade review process?

What is one thing I could do right now to improve my record keeping?

What is one thing I could do right now to improve my longer term reviews (weekly, monthly,
biannually)?

What is one thing I could do right now to improve my discipline?

What is one thing I could do right now to improve my consistency?

What is one thing I could do right now to improve my trading psychology?

What is one thing I could do right now to improve my money management?

What is one thing I could do right now to improve my risk management?

What do I fear most in my trading?

What am I embarrassed to talk to others about when discussing my trading?

What was the low point of the last twelve months? What will I do to prevent that reoccurring?

What was the high point of the last twelve months? What will I do to ensure that repeats again in
future?

How do I plan to improve in coming months?

What are my current life goals? What are my current trading goals?

Specific Goals:

Good habits:

Bad habits:

Education and self-improvement:

Midway through 2014 let's take a few minutes to pause and check on our progress.

No need to comment - these questions are for you to personally consider.

Am I enjoying myself?

Have I achieved my trading goals? Why? Why not?

Are my trading goals still relevant?

Is my trading plan current? Does it accurately reflect how I trade?

What is the strongest part of my trading plan? What can I do to improve it?

What is the weakest part of my trading plan? What can I do to improve it? What can I do to
minimise the risk or impact?

What is the area of my trading plan that I haven’t really developed to its fullest potential?

Do I really know whether my plan provides a positive expectancy? How do I know?

What is one thing I could do right now to improve my pre-trading preparation?

What is one thing I could do right now to improve my identification of setups?

What is one thing I could do right now to improve my entries?

What is one thing I could do right now to improve my trade management?

What is one thing I could do right now to improve my exits?

What is one thing I could do right now to improve my post-trade review process?

What is one thing I could do right now to improve my record keeping?

What is one thing I could do right now to improve my longer term reviews (weekly, monthly,
biannually)?

What is one thing I could do right now to improve my discipline?

What is one thing I could do right now to improve my consistency?

What is one thing I could do right now to improve my trading psychology?

What is one thing I could do right now to improve my money management?

What is one thing I could do right now to improve my risk management?

What do I fear most in my trading?

What am I embarrassed to talk to others about when discussing my trading?

What was the low point of the last six months? What will I do to prevent that reoccurring?

What was the high point of the last six months? What will I do to ensure that repeats again in
future?

How do I plan to improve in coming months?

What are my current life goals? What are my current trading goals?