THE ORIGINS OF TACTICAL TRADING

Founder’s Story

My introduction to Tactical Trading began in the early 1990s while I was researching new ways to manage investment portfolios. At that time, most strategies focused on predicting market trends or identifying the next winning stock. What caught my attention instead was a structured approach centered on managing positions within a stock’s normal price movement.

Curious about how the method would perform in real market conditions, I began testing it through paper trading and eventually in live client accounts. The results showed that a disciplined approach to managing entries, exits, and position sizing could play a meaningful role in improving overall trading outcomes. Over the following years, the strategy was used in thousands of actual trades across both rising and falling markets, providing valuable real-world insight into how it behaved under different conditions.

During this period, I worked closely with the developer of an early software version of the system. Through regular discussions and the sharing of trade results, we were able to refine how the methodology could be applied more effectively in practical trading situations. This experience helped shape my long-term understanding of structured position management and its potential benefits for investors.

As technology continued to evolve, the original desktop software eventually became outdated and commercial development slowed. Rather than abandon the approach, I continued using the core principles of Tactical Trading through spreadsheet tracking and customized processes. Market events over the years, including periods of heightened volatility, further reinforced the importance of discipline, consistency, and thoughtful stock selection when applying the method.

With the growth of modern web technology and broker integration, it finally became possible to build a fully automated platform designed specifically around these long-tested principles. Today’s Tactical Trading System reflects decades of practical trading experience, continuous refinement, and the goal of helping traders manage positions in a more structured and consistent way.

While markets, tools, and technology have changed significantly over the years, the underlying objective has remained the same: to provide a clear framework that helps investors make better use of normal price fluctuations while maintaining a disciplined approach to managing risk and capital.