Part 6 — Simple Strategies

Break & Retest Strategy

Back to Learn

Amateurs chase breakouts and get trapped by "Fakeouts." Professionals wait for the dust to settle. The Break & Retest is the ultimate strategy for trading the transition from one state (Range) to another (Trend).

Imagine a castle gate (Resistance). If an army (Buyers) rushes the gate, they might break through, or they might get crushed. Buying the breakout is risky.

The Break & Retest strategy waits for the army to capture the gate, secure it, and then use it as a defensive position to launch the next attack. We are trading the "Flip": Resistance becoming Support (or Support becoming Resistance).


1. The Logic: Why Retests Happen — The Hidden Game

Why does price, after a decisive breakout, so often return to the scene of the crime before continuing its move? This isn't random; it's a fundamental interplay of market psychology and the mechanics of order flow. There are typically four key reasons:

2. The Framework: Don't Chase, Wait for Confirmation

Patience is your ultimate edge with the Break & Retest strategy. The temptation to chase a breakout is strong, but a professional waits for the market to confirm its intentions. Here's your four-step framework:

  • Step 1: Identify a Clean Level of Support or Resistance

    Look for a horizontal Support or Resistance level that has been clearly respected (touched at least 2-3 times) in the past. The clearer and more obvious the level, the better the reaction will likely be. Avoid "fuzzy" zones. Ideally, the level should align with a higher timeframe structural point.

  • Step 2: Observe the Impulse Break

    Price must smash through the level with conviction. Look for a Large Body Candle closing decisively beyond the level. Weak wicks that briefly poke through, or small, indecisive candles, do not count as an impulse break. We need clear intent from the market to violate the old boundary.

  • Step 3: Wait for the Retest (Deceleration & Confirmation)

    This is the critical step where amateurs get caught chasing. Price will drift back to the newly broken level. During this retest, you want to see a deceleration of momentum. Look for smaller candles, decreasing volume, and signs of exhaustion as price approaches the level. If price crashes back down with huge red candles (after a bullish break), it's a strong sign of a fakeout and an invalid retest.

  • Step 4: Look for a Trigger Candle at the Retest

    Once price hits the retest level, wait for a specific candlestick pattern that confirms rejection and a continuation of the new trend. This could be a bullish engulfing candle, a hammer/pinbar with a long wick rejecting the level, or a strong green candle closing above the retested level. This is your precise entry signal.


3. Aggressive vs. Conservative Entry Approaches

There are typically two ways to enter a Break & Retest trade, each with its own advantages and disadvantages:

The "Limit Order" Entry (Aggressive)

You place a Buy Limit order (for a long retest) directly on the newly flipped level, hoping to get filled at the perfect price.

Pros: Offers the best possible entry price and thus the highest potential R:R.
Cons: Lower win rate, as price may not always perfectly retest the level, or may crash through it. You are literally trying to catch a falling knife without confirmation.

The "Confirmation" Entry (Conservative)

You wait for a bullish candlestick confirmation (your trigger candle) *after* price has touched and rejected the retest level.

Pros: Higher win rate, as the market has given you confirmation that the level is holding. Safer entry.
Cons: Slightly worse entry price, which reduces your R:R. You "pay for safety."

Recommendation: Start with the Confirmation Entry. As you gain screen time and confidence, you can experiment with limit entries on lower timeframes for specific setups.


4. Confirmation Tools for the Retest: Building Confluence

While price action at the retest is paramount, you can increase your conviction by looking for additional confluence factors:

5. Risk Management: Defining Your Invalidation

Position sizing is critical. Ensure your 1R risk is appropriate for the trade. As always, your stop loss defines where your trade idea is wrong:

For a bullish Break & Retest, if the former Resistance has become Support, price should not go back deep into the old range.
Stop Loss Placement: Place your stop loss logically below the swing low of the breakout candle, or below the wick of the retest candle, or below the structural level itself. Add a small buffer using ATR to account for "wicks" and stop hunts, but ensure it's still below your invalidation point.

Take Profit Strategy: Trading to the Next Liquidity

6. The "Liquidity Grab" Trap (Fakeouts): How to Avoid Getting Bag-Held

Often, price breaks a level, triggers a wave of buy/sell orders from impatient traders, and immediately reverses, trapping them. This is a Fakeout (or SFP - Swing Failure Pattern). Distinguishing a real break from a fakeout is crucial:

By waiting for the retest and confirmation, you inherently avoid most fakeouts, as the retest either holds (confirming the break) or fails (signaling a fakeout).