From Discretionary Trading to Systematic Trading: Roberto and His +100% in 18 Months

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Roberto, an accountant with a strong passion for financial markets, spent years trading discretionarily, focusing mainly on individual stocks without following a truly structured method.

Like many traders, this approach led to highly inconsistent results: profitable periods alternated with more difficult phases, including significant losses. Over time, the frustration became so intense that he nearly stepped away from trading altogether.

Then something changed. Roberto decided to explore a different approach, built on data, clear rules, and structured processes, moving closer to the world of systematic trading.

And from that point on, not only did his results begin to change. His entire way of approaching the markets changed as well: “Today, I no longer invest because someone recommended a stock to me or because I heard a piece of news. I look for data, analysis, and concrete results.”

In this video testimonial, Roberto shares his journey, his transition from discretionary trading to a more structured approach, and the changes that helped him achieve an overall return close to +100% in approximately 18 months.

Watch the full video interview below… enjoy the video and happy trading! 😉

Transcription

Valeria

Hello. So, who are you and what do you do?

Roberto

Hi, I’m Roberto. I’ve been working as an accountant for many years, so I’ve always been comfortable with numbers and I’ve also always had a passion for trading.

Valeria

Okay.

Roberto

My results in the past, though, weren’t exactly positive.

Valeria

So, before joining Unger Academy, what was your relationship with trading like? What frustrated you the most, or what wasn’t working?

Roberto’s Difficulties with Discretionary Trading

Roberto

Well, before Unger Academy I had always traded discretionarily, mainly by picking individual stocks, with very inconsistent results and also some significant losses.

Valeria

Okay. So practically speaking, what was happening? Losing trades? No real method?

Roberto

I didn’t have a method, so I gradually drifted away from trading because of the negative results. At that point, I invested everything into investment funds, which gave me more stability, but not great returns.

Why He Chose to Trust Unger Academy

Valeria

And when you discovered Unger Academy, what made you skeptical? Was there something that seemed too good to be true or too difficult?

Roberto

Well, my first thought was: if Andrea really found a system like this, why would he want to teach it to others instead of becoming the head of some huge investment fund? But then they explained his passion for teaching. Another doubt I had was that, as you know, on social media there are dozens, if not hundreds, of what we could call “copies” of this approach, so naturally I was a bit skeptical at first. But once I started looking more closely at the reviews, I realized that Andrea’s were basically the only truly positive ones. That was really the key factor that made me understand the difference compared to the others.

Valeria

Okay, so basically what pushed you to start was trust…

Roberto

Exactly, exactly. Especially the reviews from other students. I was also surprised to see students from different countries, and I’ve seen it here today too, people coming from all over the world. That definitely increased my trust in this method. Then, once I started, I was lucky – although I think it’s probably like this for everyone – to have an amazing coach who taught me a lot, with great patience and dedication.

Real Results with a Systematic Trading Approach: 100% in 18 Months

Valeria

And today, what has concretely changed? What kind of results are you getting now, or what are you able to do today that you couldn’t do before?

Roberto

Well, I started trading live around June-July 2024. The first few months went fairly well. Then I went through several difficult months, like many other students, especially considering what was happening in the markets, first with U.S. stocks and then with other situations, so I lost some confidence. Later, when things started improving again, I was looking for more stability, and the options path seemed like the right choice. It’s definitely challenging to study and apply, but my goal wasn’t just performance, because in the end I made about 100% in a year and a half through trading, which is an excellent result. But there were a lot of ups and downs, so I was looking for more stability.

The Importance of Having a Personal Coach

Valeria

How important was the coach’s support throughout this journey?

Roberto

For me, it was absolutely fundamental, both technically – because whenever I have doubts, I always have someone I can rely on – and psychologically as well, because he’s a very competent person. I don’t know if all coaches are like this or if I was especially lucky, but even during the moments when I wanted to quit, he would tell me, “No, wait, keep going,” and in the end he was right. So that was truly essential. Without a coach, and only with the lessons, it’s a completely different experience. They told me that in the past the coach’s support wasn’t this present, but for me it was absolutely decisive.

Valeria

Yes, before it wasn’t like this. Now we’ve realized that this kind of support, both technical and psychological, is incredibly important and really makes a difference in people’s results.

Roberto

Absolutely.

The Biggest Change After Switching to Systematic Trading

Valeria

Last question: beyond the numbers, what has been the biggest change for you? What do you feel you have today that you were missing before?

Roberto

Well, definitely a much stronger method. Before, when I was making discretionary investments, I relied more on rumors and hearsay. Like a friend telling you, “I bought this stock or that one,” without any real analysis of results or fundamentals. So even though I still do some discretionary investing today, my entire approach has completely changed. I no longer invest based on some tip from a friend. Instead, as they taught me over this past year and a half, I always look at the numbers and concrete results. That has really been the turning point in my entire approach to trading, even discretionary trading: relying on solid data instead of random advice from someone else. Unfortunately, today on social media there’s an explosion of scammers trying to convince people to join WhatsApp groups to invest in stocks. People should stay completely away from that and instead rely on a structured method they can follow. That’s the advice I feel I can give.

Valeria

Thank you, Roberto, and happy trading!

Roberto

Thank you all.

Valeria

Thank you.

Need More Help? Book Your FREE Strategy Session With Our Team Today!

We’ll help you map out a plan to fix the problems in your trading and get you to the next level. Answer a few questions on our application and then choose a time that works for you.

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