Transform

    One-on-One Investing & Trading Mentorship With Dr. Sami

    The DRT Founding Membership is not another tier of algo access. It is a year of one-on-one mentorship in strategy, risk, portfolio design and decision-making, so you can build a system that fits your life, your goals, and the way you actually operate. Education, not money management: every decision stays yours.

    Application only. Limited enrollment.

    Apply for Founding Membership →
    The Thesis

    You don't need more information. You need a system you know how to run.

    You've read the books. You've watched the webinars. You understand the mechanics. But knowing what to do and having a system that actually does it — one that fits your capital, your risk tolerance, your psychology, your schedule — those are different things. Founding Membership is for the person who is done assembling pieces. You want the whole architecture: your own trading and investing operating system that integrates strategy, risk management, portfolio design, and decision-making into one coherent framework. DRT Founding Membership is one-on-one trading and investing mentorship for investors who want to learn to build a system for their own capital, decision process and long-term goals. This is not a course. This is not a signal feed. This is Dr. Sami teaching you, one-on-one, to build and run your own system. She does not manage money or tell you what to buy or sell.

    If you would rather start a step below, the 90-Day Implementation Program teaches you to apply the same framework over 90 days, the options trading course covers the foundations, and the DRT Swing Algo provides the systematic signal layer.

    What You Receive

    What Your Mentorship Includes

    Strategy Design

    Learn to design a trading and investing strategy for your own goals and timeframe, with Dr. Sami teaching the frameworks one-on-one. You make every decision; the program teaches you how.

    Risk Architecture

    A complete risk-management framework: position sizing, portfolio-level exposure limits, correlation controls, and escalation protocols. You learn to set each limit for your own capital and tolerance.

    Portfolio Design

    Learn portfolio architecture that integrates your trading system with your long-term wealth building. Allocation across strategies, capital efficiency, and the relationship between active and passive positions.

    Mentorship

    Direct one-on-one work with Dr. Sami. Not a monthly call — ongoing implementation support as you build, test, and refine your system against real market conditions.

    Implementation

    Guided implementation of the entire DRT framework: you apply it in your own accounts while Dr. Sami teaches each step. The full 90-Day Implementation process is included.

    Decision Systems

    The DRT Decision Framework integrated into your process. Sample your decisions, label them objectively, build hypotheses, test behaviors, and reinforce process adherence — not P&L.

    What We Work On Together

    Founding Membership is education delivered one-on-one. Dr. Sami teaches the frameworks; you make every decision.

    Portfolio Design and Allocation

    Learn to map what you own, give each part of your capital a defined role, and set the rules you will use to rebalance.

    Risk and Position Sizing

    Set maximum loss per position and per portfolio before you invest, so one bad call cannot undo years of progress.

    Low Screen Time Execution

    Fit the DRT Swing Algo and your long-term holdings into a weekly routine that respects your calendar and your peace.

    Borrowing Literacy: Margin, Credit Lines and Buy, Borrow, Die

    Learn how margin and securities-backed lines of credit work, what buy, borrow, die means, and where these strategies break, before you ever consider them.

    Idle Cash and Concentrated Positions

    Build a framework for cash that sits unused and for a single stock that has grown too large, including the questions to bring to your tax professional.

    Decision Systems and Wealth Identity

    Pair a written decision process with the habits and beliefs that let you hold wealth calmly, not just build it.

    Start with the free guides: Buy, borrow, die explained, Portfolio design without advisor fees, Capital strategy for high earners.

    Where This Fits

    Explore → Access → Implement → Operate → Transform

    Stage 1 — EXPLORE

    $0

    Free Journal

    Stage 2 — ACCESS

    $397/mo

    Monthly

    Stage 3 — IMPLEMENT

    $2,500

    90-Day Implementation

    Stage 4 — OPERATE

    $3,500/yr

    Annual

    Stage 5 — TRANSFORM

    $7,500, then $5,000/yr

    Founding Membership

    ← You are here: Transform

    You are here: Transform. The complete DRT ecosystem, taught one-on-one so you can run it on your own.

    This is for you if:

    • You want one-on-one mentorship to build your own trading, investing, risk, and wealth operating system — not another course
    • You have capital to deploy and need a systematic framework to deploy it
    • You want mentorship and implementation, not just information
    • You are ready to build a strategy, risk, and decision-making process that fits your actual life
    • You believe that wealth building is an identity architecture, not just a strategy

    This is not for you if:

    • You want hot stock picks or someone to make decisions for you
    • You're looking for a course to watch at your own pace (try the 90-Day Implementation instead)
    • You're not yet ready for one-on-one system design
    • You want a signal feed without the underlying framework (try Monthly Access instead)
    Credit Policy

    Eligible DRT investments may be applied toward Founding Membership when upgrading during an active enrollment period. Credits are determined by DRT on a case-by-case basis and are not an automatic or unlimited entitlement. To discuss your specific situation, apply below or reach out directly.

    Before You Apply

    Questions

    Apply for Founding Membership

    $7,500 first year, then $5,000 per year to continue. Application only. Limited enrollment.

    Or start smaller: Free Journal → Monthly → 90-Day Implementation → Annual → Founding