My Story

Hello, my name is Cavan Carlson and from a very young age I was convinced that I was going to be an airline pilot. I started flying at the age of 15 by rebuilding an old open cockpit rear engine single seat powered glider. I built my hours flying local fields and eventually acquired my private pilot’s license at the age of 17. I was on my way to becoming a commercial pilot when I unfortunately came to the realization that I could not get over motion sickness. This forced me to reconsider my options and ultimately pursuing my second passion in life, the markets.

I was first exposed to trading Futures in 2002 by shadowing a more experienced trader. As I continued to learn everything I could about trading, I furthered my education by pursuing a business degree. Just before graduation I took a summer internship at a bank as a stock analyst. This was great exposure to large investments using fundamental analysis. After my internship I finished my education, got married, and started trading Futures fulltime in the summer of 2007, again shadowing a more experienced trader. Even though I had a very good return during the 2008 crash, I felt like the “day trading” approach that my mentor was teaching me was too risky and it didn’t line up with the way I thought the markets should be traded.

After realizing I needed to become my own trader, I dedicated every second of every day, spending thousands of hours studying, back testing, and trading on my own. I wanted to trade the markets in a way that no one ever taught me or heard of, but I soon realized that this would require much more capital than I had at the time.

My wife and I continued working and saving while I prepared for the day that I would have enough capital to trade how I am today. After some tough years of working, saving and starting a successful business with my wife, we had enough for me to trade fulltime again. So, in the summer of 2019 I quit my job and started trading a small-scale proof of concept account while helping my wife run our other business. I wanted to give myself a few years trading my own capital to make sure I was more than capable of managing money for others. It wasn’t until Jan, 1^st 2022 that I knew I was ready. I put every penny we had to our name in my account along with managing money for some of my family. This was the official start to recording my portfolio for an official track record.

Two years later I was ready to open my trading services to the public. I knew from the beginning my returns would not be the highest, or the lowest. My approach is very systematic in order to leave emotions out of the decision-making process. My main objective is to be the most consistent trader and have the most reliable returns with the least amount of volatility.