The biggest realized winners are ARGT, IWP, BOIL and gold futures in JAN

jfsrevg
02-08

Jan has been less than 20 trades per month, much less than half the avg of the usual frequency. For anyone curious, I was hit by $The Magnificent Seven ETF(MAGS)$ Monday gap down (-4.5R loss but could have been -11R if not for my 3 stops strategy since the trade faded intraday on 24/1 on day 3), and $SPDR S&P Bank ETF(KBE)$ abt -2R, and could have been much worse if i did not size out from selling strength.

The biggest realized winners are $Global X MSCI Argentina ETF(ARGT)$ $iShares Russell Mid-Cap Growth ETF(IWP)$ $ProShares Ultra Bloomberg Natural Gas(BOIL)$ and gold futures. I can't seem to gain traction with stocks ideas, but commodities trades (gold, silver, and natural gas) have been my saving grace atm. my current holdings are mostly beyond 20 trading days. I've not changed my strategy. It's the same. Just keep hitting them when they setup but most importantly, try to avoid days with immediate pre event risk, even non event weekends have proven to gap the market on Monday open twice in January.

some statistics off the top of my head

Jan frequency 20 trades+/-

  • win rate 18%

  • net realized -3%

  • unrealized +18% (my stops are all remaining at breakeven and selling into strengths have already netted into my -3% realized loss)

I also wired out monies for another commercial property purchase completion this month. trading doesn't provide you income, but it's an avenue to build cash to attain asset accumulation and income creation.

I strongly advocate that everyone look at trading based on statistical numbers and not get emotionally married into any trading ideas. hit stop, just move on. I am more eager for trades to hit stop within intraday sessions than being carried forward for potential gap risk during heightened volatility (specifically during the last 3 weeks). and as drunkenmiller have advocated, don't focus on just trading stocks. try to explore currencies, etfs and commodities if you are sharp with charts. this is not diversification, this is to be where the hot money is really moving to.

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