Februrary 2025

 -$1211



1st Week -$60

22 Trades, 6 names. 7 Trades combined. 

BGC      Max R 1.27R, result -$85

    Risked .11c, Got up to 15c, that means stop is breakeven, and partial is taken on a 1min 9ma basis.

    I did not take the partial. I held out for more. There is a very clear spot to take partial on aloss ov vwap and breakdown underneath and i didnt take anything off. Would have been a small win, instead greed took over and we have a small loss. 

PAYO    Max R 2, result +$275, +.55R

    Risked .25c, got up to  +.45c, captured .15c

    Kind of unlucky knd of not. Had huge pop at bell that ended up retracing 25c in 1 min. I wrote that 11.15 had big buyer and loss of whole number was obvious spot to take. I was much too slow. It is impressive that even a second of hesistaiton can result in amore than 50% loss in potential profits. I have to be there and I have to act. 

    2nd half of trade I held another day which saw the same pop at bell, then a .20c loss in 2 min. I held on too long here and that dropdown lost the 1hr9ma and then from there my exit was intradya pivot from prev day near 11. It was pretty obvious but again I held too long here and have it all day as it continued to give up. 

CANG Max R 1.1 result +$20, +.2R

    Risked .15 got up to +.18

    Wild open, pop and drop to lod, then rip to new hod, then lose vwap and slowly give it all back. Did good keeping the tiny win/breakeven. Was up 1R, stop moved up. 

EHTH Max R 1.6R, +$80, +.3R

    Same as CANG, rip at bell, slowly give it all back. Came right to BO point and retreated. Didnt take any off as I wanted to see the BO. Gotta hold for the big wins to come so no regrets. 

RBBN Max R +1.3R, -$240, -1R

     Risk .08, got .09, shouldve bailed faster. In and out real quick on this. Less than 20min, I very well may have not noticed I was up +1R and just held through to normal stop. 

    Looking at chart it is very obv stop at lod just under my entry for a loss of .03cents. I do remember loving this setup so chances are i gave it more room to work

EBAY 2 trades. -$106 total. +.7R, -1R

    Huge $1 move in 5min at the open, promptly gave it all back. This time i dId not make the same mistkae I did in EHTH, i took my partial as there is a lot of room below to retrace. EHTH was a $10 stock so a large move is pennys compared to EBAY. Took partial but back to b/e so out rest.

    2nd trade it held up throughout the day while market sold off. I wrote I was not comfortable holding overweekend as last 2 fridays we have huge sell offs to open monday, so I increased my stop. Got stopped out near the close. 

    Difficult call here. Market theme at moment was gap down monday and I was in a loser, so i stopped out at intraday level with 1hr MAs still under and rising. Trade itself told me i needed to stay in but market conditions made me concerned. So I had a loser going into the weekend. I think It was a fine call. Was it a mistake? I dont think so. It did end up not gapping down monday and re moved to new highs 2 days later after a lot of real choppy action. Tough trade. Next.


2nd Week

Pretty eventful week. Deserves some thought. 

EFC Max R .2, -$430, -1.4R 

    Hurts, Clear entries, never got the gusto to break for me. Gap down 2 days later, didnt panic, gave 5min orb, saw a bounce gave clear stop spot, and ticked it out. I was the bottom. From there it ripped half a point over the next few days with no clear re entry. 

    Sometimes its obvious, sometimes not. This was not a clear re entry without taking a larger risk, smaller size, and anticipating a breakout with no retrace. not easy. As much as i want to justify and find a re entry spot i just cant. 

ATAT +.5R, -$374, -.8R

    Hurts. Same as EFC, fine start to trade, next day gap down, orb fine, retraced, gave clear spot, hit it and out. didnt go much further. And then rips 2 points higher non stop. Never hit the 1min 50ma no pbs. 

    Again not a clear way to get back in without smaller size and the hopes of a pb to rebuild. 

APG +.6R, -$344, -.9R 

    Great setup, failed on a gap down next day. Lucky to get a good bounce and bailed.

CAAP -.3R, -$255, -1.3R

    Bad exit, spready name and missed a bit on exit. Just a loss. 

OBDC +2.5R, $920, +2.2R

    Short quick trade, got the pop next day, took it off, lost the 9 1hr ma and all out fast.

ACVA +1.5R, -$24, +0R

    Decent pop next day, but spent the rest of the day giving it all back. lost lod,m i wrote i was away from desk and stopped out on new lod. Which once up +1R was aligned with breakeven. 

    Question here is shoudl this be a small win than breakeven. PT still out .40cents. Ehj i dont think so. Just a nothing trade here. 

PPTA +.1R, - $374, -.9R

    Trade waws fine here but size is not ok. Way too large. SATA score not strong, popped up on my strong industries only. Score and A+ score not great. Just not enough here to be risking on an A setup, this is a B setup. 

CXDO +4R, +$957, +2.7R

    Trade was great, took a few days but eventulaly exploded. Main issue is on exit day. Market was dumping at bell, I had just exited 3 other trades. I beleive I exited on fear and speculation rather than my methodology. I wrote market pullback got real nasty, we have gap under to fill, feels like i would be waiting for this to pb a few percent then find new bot before turn up again better safe than sorry in this case. if market was sdtrong I would hold and watch ltf mas, but with market conditions, feels like obviously going lower for a few days.  

Key word is Feels here. 

Given the following... 3 exits on 3 trades (2L 1 W). Platform Issues, computer restart. And market dump and clear space to move lower. CXDO Also following market and dropping, that is a lot of negative aspects to handle and still hold a long. As Im typing it is respecting the 9 1hrma and contiunues to hold. I ended up getting out at the now LOD as it bounced back .20cents, as did the market and in my case another few hundred dollars. 

The question is what should I have done. The only thing that matters is the market and the stock I am in. The 9 1hr ma is a pretty tight aggressive way to look at taking my last bit off the trade. Clearly it was a strong stock with a gap higher. 

In this case I gave myself an excuse to make an exception. I saw all the negative aspects of the market and was also feeling the negative aspects of platform issues and taking a couple Ls (which really isnt a bother to me but it was there at the time) in an unrelated industry. Fact is, strong stock, strong performance, clear strength that held. When I catch a good move, it tends to keep going and i need to stay in it until it clearly tells me its time to get out. I need to follow my rules and methods, when I dont things like this happen as it is now .40cents higher than my last exit on same day and i feel like a fool getting out at LOD into the rising 9 1hr ma. 

me thinking i am smarter than the market and allowing fear of giving back to take over actions

QD +3.5R, +$504, +1.6R

    Clean clear trade. Huge pop. Took it near top. Next day straight give back of all. Took it off on new lod break. 5min orb hurt in this case but is what it is. Most dont do this. 

ECPG +1.8R, +$234, +.6R

    Loved this setup. Big spread and low vol name though. And it hurt in the end. This was another issue of not taking my money into strength and waiting on a pb. The PB was literally almost a whole R move for me. 

    This trade also hit my PT and I did not take any partial. My own fault. 

    It hit the big BO point, and I wanted more. It didnt give naymore the prev day and I held all overnight and then saw a dollar move lower in the first minute. 

    I needed to take partial on the 19th right after it broke out and sold back a few pennys. Right into the bell. 


3rd Week

RM +.5R, -$508, -1.4R

    Good setup. Not picutre perfect but definitely worth the take. Spread low vol crushed me on exit at open 2 days after entry. 

    Looking closer, I held onto this way too long. I needed to bail on this one on a stop move up to prev lod at 36

BGC 0R, -$136, -1R

    Great setup that just failed. 


4th Week

Market got weak, Utilities/Defense got strong. 

UVV +.1R, -$255, -1.05R

    Feels forced. Tight LTF MAs, Tight VA, But wide HTF MAs and 9wma is not rising. Definitely settled for less here.

CPK +1.5R, $232, .8R

    Huge spread. Kinda screwed myself. It got to a penny of huge bo level, tapered off, took 1st partial as i should. NExt day sold off a tad. Market had strength, indsutry saw weaknesss. I bailed as bid was near breakeven. I was the bottom tick then ripped to highs again. 

    Thats the risk I take trading names like this. Protect the gains or risk it past breakeven.    

BKH +.1R, -$231, -.5R

    Good setup. Only thing missing is 9wma closer. 

    I moved my stop on this trade or id still be in it. I noticed 9.20 on 1hr are tight and coiled, we broke below and closed under into bell.

    I am caught up in LTF over HTF again. Everything else was fine and rising. Next day it rips and breaks out and im not in it.  


Here is where I started getting sloppy.

Market took a large downturn, things are not the same. I am trading longs like they will still rip asap and any random buying will come in to propel a stock. 


NTAP +.15R , -$345

    Took at end of day. I had taken losses before hand earlier in the day. It was not above all EMAs and had to reclaim a 4hr declining 9ma. Not the setup i usually take, therfore I got trapped and took the full L.Needed to skip this trade. 

SLGN +.2R, -$350

    Bad trade, not compact enough, 9wma not near price, not in order, not clear trend up. B setup. Given conditions and recent performance this needed to be an avoid. Caught up in LTF over HTF

UVV +.15R, -$372

     Bad trade, not compact enough, 9wma not near price, not in order, not clear trend up. B setup. Given conditions and recent performance this needed to be an avoid. Caught up in LTF over HTF



Holding too long is my biggest issue this month. Both winners and losers. 


-Trying to outsmart the market by moving my stop from original plan also hurt. Getting out based on LTF action when I am taking the trade based on HTF action. 


-Im getting greedy. I had a good start and now I am holding full size too long again. 

1st partial based on +1R

2nd partial based on 1hr 9ma loss + intraday pivot.     

    -If market conditions are good, then take another half, leave 1/4 to ride to 4hr9ma/1hr20ma


-Exit rules are necessary to cut to protect, and hold to maximize gains.

    -Partials taken only after PT is hit

    -+1R, stop to breakeven

    -After 1st partial taken, rest is out on close under 1hr 9ma. 

    -Open always deserves a 5min ORB before cutting any shares.

        -Unless to breakeven after profitable, then get out.  


-Missing large moves just because risk is wide is not reason to skip the trade. Get in small size, it goes, you have something, it doesnt go, good, now you can build back.

    Do not get full size right from the start when risk is wide on re entry. Full size comes best from TIGHT setups, not wide. 


-Selection is getting loose. I am focuiong too muihc on LTF tightness and not enough HTF confluence/tightness.

It is also affected from my own industry selection. I should look for SATA mianly, and then confirm with my own industry spreadsheets and then look inside same sector to see if there are other setups.

What I have been doing is normal SATA work, then looking at my industry sheets, and when looking at SATA from industry sheets, strength is not there. There is no correlation. 

SATA > HTF setups > LTF for entry today or later in week. 


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STAT REVIEW

https://docs.google.com/spreadsheets/d/1PTaGEFzA8B6bbYdAJp-7y3wHPAXCzgkNKVR6syDdLO4/edit?usp=sharing

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36% WR

Winners   12

    Risk $361

    PT R 1.57

    MFE R 2.85    

    MAE R -.32

    Avg Net R 1.57 

    Avg win $648

    Avg MFE $1211

    Avg MAE -$115

Losers    22

      Risk $288

      PT R 2.23

      MFE R .32

      MAE R -1

      Avg Net R -.95

      Avg loss -$256

      Avg MFE $101

      Avg MAE -$264

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1st glance I am happy to see my losers have smaller risk than winners. 

Means I am pushing better size on better setups and they are working in my favor. Also adding to winners and not starting full size but adding as it ticks in my favor to get to full risk. 

As usual, winners rarely go more than halfway to my stop. Which is prev lod, sometimes it is a closer very clear prevday intraday pivot + clear rising 1hr MA loss with distance below to the 50. 

And mirrored opposite my loser only go a few ticks in my favor. 

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Note all in all here my sample size is not that big. So no reason to call these hard facts and make trading plan adjustments on any of this yet. But they are flags to look out for. 

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Winners also holding for an extra day or to more than losers. Only 5 losers did I hold overnight. And they were all profitable so I didnt hold any near max stop losers overnight. 

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Nothing notable about trades taken during specific time of day.
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58% of wins I got in before prev HOD triggered. 

77% of losers I got in before prev HOD triggered. 

    Of the ones I did not, as in I got in them at the prev HOD, they did not go at all in favor. A max +.1R

    Risk was smaller on average so I was not adding into these. 

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A stat I am looking at is did the stock have a higher price the next day after I got all out. A higher price than my exit. I use the MFE to compare.

I compare my In and my Out to the next days MFE

I need to expand this 

I also need to see how much it would have gone against me to get that MFE.


75% of winners had a higher MFE the next day after all out. 75% on day 2, and 83% day 3

81% of losers had a higher MFE the next day after all out, then down to 50% the next 2 days. 

Overall I am picking good setups. These are pretty big numbers to tell me to hold on more.  

The next question though is how much is that MFE in my favor. Is it a few percent, or is it a tick or two?


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83% winners had SATA >60%

81% of losers had SATA >60%

33% of W had come from Top Industry

59% of L had come from Top Industry

This tells me im finding winners mainly from SATA, not my industry sheets. 

So this doesnt mean scrap my industry sheet setups, it means to be much more picky from them. 

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55% of Losers were graded B
        
    45% Techincal
    18% Fundamental

41% of W were graded B
    
    16% Tech
    33% Fund

This means majority of my wins are not B setups.

Technicals are more important the Fundamentals. 

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Only 1 of my wins was larger than Mid Cap.

Losers show 78% were small or mid. Other 22% were Large or Mega Cap. 

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41% of my winners had less than 50,000,000 shares outstanding. 

21% of my losers had less than 50,000,000 shares outstanding. 

Looking like smaller cap, smaller shares outstanding is leading to better performance. 

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75% of wins had less than 500k avg daily vol.

30% of losers had less than 500k avg daily vol.

This is a surprise. The lower vol names are doing better for me. 

65% of my losers Had more than 500k avg daily vol.

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On day of entry I tracked if the vol was greater than that 20d avg vol. 
 
W 41%
L 48% 

Nothing. 

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66% of winners had less than 1 ATR

56% of losers had less than 1 ATR

Nothing here. 

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Also tracked Days/weeks/months in range. 

58% of wins had 5-8 days in range.

52% of losers had 5-8 days in range.

Nothing here. 

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INTERNALS

83% of winners had favorable internals in the days leading up to the day of entry.

47% of losers did.

20% of winners had a TICK/TICKQ LOD of -6 or lower.

37% of losers had a TICK/TICKQ LOD of -6 or lower.

As far as ADD/Q I need more data, but as far as positive or negative, or how far in either direction, nothing notable. 

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Performance/Tech/Relative Strength/Fundmental Ratio/Industry Score Comparison

Looking at averages here

W

                                    Stock Avg                                          Industry Avg

LT Rel Str                    14                                                        9.2

LT Performance            5.4                                                        4.7

MT Rel Str                    12.6                                                    8.4

MT Performance           1.5                                                       .8

ST Rel Str                    5.8                                                       5

ST Performance            1.4                                                        1


L

                                    Stock Avg                                          Industry Avg

LT Rel Str                    9                                                            10

LT Performance            4.7                                                        4.4

MT Rel Str                    6.9                                                        8

MT Performance          .2                                                          .7

ST Rel Str                    9.8                                                        8

ST Performance            1.4                                                        1.1


My winners are outperfomers in every aspect compared to there peers. Every metric I measure performance/rel str/technical wise they do better. 

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W

                                    Stock                                            Industry Avg

Stock Score                    122                                                    113

Fund                                40                                                        41

Rel Str                            36                                                        29

Tech                                60                                                        50

Comparison                      32                                                        32    

Fund Sector                     18                                                        18

Fund Ind                            10                                                        11

Tech Sector                       4                                                           4

Tech Ind                           7                                                             6

Avg Rel Str                    1.12                                                       1.05

LT Rel Str                        1.29                                                     1.11

MT Rel Str                        1.11                                                    1.04

ST Rel Str                        1.01                                                    1.01

Ind Rel Str                        1.09                                                    1.03


L

                                    Stock                                            Industry Avg

Stock Score                118                                                        114

Fund                            41                                                            41

Rel Str                           27                                                        30

Tech                            50                                                            51

Comparison                  33                                                        34

Fund Sector                    18                                                        18

Fund Ind                         11                                                        11

Tech Sector                    4                                                            4

Tech Ind                           6                                                        6

Avg Rel Str                    1.04                                                    1.07

LT Rel Str                        1.11                                                    1.21

MT Rel Str                        1.01                                                1.04            

ST Rel Str                        1.01                                                    1

Ind Rel Str                        1.02                                                    1.05


Clear as day Losers do not have the same stats here. Winners are industry outperformers in nearly all areas. 

Score overall is higher other than Fund scores. But relating to above post, Fund is least important aspect in performance. 

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W                                                                                            L

                                  Stock                   Industry Average             Stock                Industry Average

ROIC                        14                                    7                            11                            6

FCF                            25                                16                                11                        7

FCF Yeild                  10                                    14                            18                        10

FCF/Earnings             3                                    5.5                            .9                        1

Gross%                        65                                 63                            48                        46

Op%                            3                                   8                                 11                      3  

Profit%                        14                                12                                8                        3

ROE                            3                                    7                            13                            4

EBITDA%                    8                               13                                17                        9

Avg%                            18                              17                                17                        11

MktCaptoRev              2.5                              4.2                            1.9                         3.5              

Cash Ratio                    2.1                             1.3                            .5                            1.2

Current Ratio                2.9                             3.1                            1.6                            2.8

Quick Ratio                2.7                               2.9                            1.2                            2.6

EPS                                -.1                             6.4                            4                                4.6

PE                                7.2                             14.4                            11                            14

PEG                            3.3                               1.3                            .8                            1.3

PB                                1.7                               2.7                            3.6                            2.7

PS                                2.7                                4.6                            2.1                        7.2

PFCF                            20.4                          17.9                            14.4                           9

Debt Ratio                    .6                                 .7                               .7                            .7

DE                                3                                 2.6                            2.9                           1.5

Dbt/MktCap                3.7                               1.1                            4.3                            1.2

    

Really nothing striking here. Percentages are higher mostly. Ratios less for the most part. Really nothing notable.

ROIC and AVG % is higher. 

Industry Average is higher almost all around too. Picking from industries with strong fundamentals. 


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SATA SCORES

W                                            Average            >50%            >70%

Sector SATA                                40

Industry SATA                                50                58                    8

Sub Industry SATA                        58                75                    16

SATA Score                                    6

            66% SATA Score of 6 or less

L                                            Average            >50%            >70%

Sector SATA                               36

Industry SATA                               52               61                    17

Sub Industry SATA                       56                74                    22

SATA Score                                    6

            69% SATA Score of 6 or less

Need more data for this but overall numbers are very similar. Means I am selecting stocks from strong industries. 

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QUERIES

W                                            Average            >50%        >70-%

Frequency Sample Size            12.3            

% G Nxt D                                55                    67                17

% G Nxt W                                56                    83                25

% G Nxt M                                76                    58                42

% G Nxt Q                                 56                    58                25

Count >70% D                           3.3
    
Count >70% W                          4.8

Count >70% M                          4.7

Count >70% Q                           5.3
 
83% contain at least 1 >70% result in all counts.

L                                            Average            >50%        >70-%

Frequency Sample Size           27            

% G Nxt D                                55                    61                21

% G Nxt W                                47                    52               4

% G Nxt M                                64                    52                9

% G Nxt Q                                 55                    55               26

Count >70% D                           3.4
    
Count >70% W                          3.4

Count >70% M                          3.6

Count >70% Q                           4
 

95% contain at least 1 >70% result in all counts.


Edge is with the winners here. Numbers are almost all just slightly better. 

50% seems to be a threshold number here. If more than half shows up, that matters.

As for how many, it seems to be just having 1 in each category is what matters. 

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SCORE VARIABLES                                            W                                        L

A+ Score                                                                7.5                                        8.1

History Score                                                        8                                            8.8

Chart Score                                                            28.3                                      30.3

---------

Industry Strong                                                    75                                            82

Undervalue                                                            42                                            48

Query Shows 70%+                                            83                                            74

Query Shows 100%+                                            25                                            26

History at Neg M                                                50                                              52

History at Neg Q                                                    33                                            39

Similar dates favorable outcome                            42                                           52

Financials Clear Increasing Growth                        42                                          70

Financials at ATH                                                    42                                         56

Fundamentals Score top in Industry                        25                                         13

Top Score in some Area in Industry                        33                                          30

Beat Last Earnings                                                  50                                          48

Positive Follow up Post Earnings                           50                                           65

-----------

Within 10% of 52wk hi                                            50                                        65

W Candle Green                                                        75                                        87

50 wma involved                                                    8                                            43

50 dma involved                                                        58                                         61

Above 50dma                                                            92                                        87

Rising 9wma                                                            83                                          74

Rising 9dma                                                            83                                            91

Rising 9 4hrma                                                        92                                            91

Rising 9 1hrma                                                        83                                            91

9&20 dma tight                                                        75                                            91

9&20 wma tight                                                        42                                           74

9&20 mma tight                                                       0                                             26

Above all MAs                                                        50                                            74

All MA Curl Higher                                                42                                            52

All MA in Order                                                     33                                            21

Above Several Anch Vwap                                    92                                            96

Above Topmost Anch V                                          33                                            52

Tight Anch V cluster                                              75                                             91

Anch Vwap Squeeze                                                67                                            87

Rel Str                                                                     50                                            43

Top of VA                                                                83                                            87

Failed BO Opp                                                        92                                            83
    
TL Break                                                                  92                                            87

Vol                                                                           42                                            48

CDV                                                                        75                                            74

Rel Str >50                                                              100                                            91

Rel Str Trend Up                                                      75                                            74

Avg Rel Str >50                                                        92                                            96

Squeeze near 0 on D                                                16                                            30

1hr Sqz G                                                                83                                            78

1hr 0 Flip                                                                25                                                22

1hr Momentum Up                                                 67                                            61

4hr Sqz G                                                                83                                            65

4hr 0 Flip                                                              50                                              39                                  

4hr Momentum Up                                                58                                                65

D Sqz G                                                                75                                                78

D 0 Flip                                                                    0                                              13

D Momentum Up                                                    50                                            65

W Sqz G                                                                75                                                74

W 0 Flip                                                                0                                                 8
    
W Momentum Up                                                33                                                52

M Sqz G                                                                75                                               83

M 0 Flip                                                                8                                                13

M Momentum Up                                                67                                                 56

Fib Clear Space Above                                        83                                                78

Fib Cluster as Support                                        83                                                    78
        
Pivot Level as Support                                        33                                                  26

W/M Pivot Confluence                                        25                                                    9




No one variable, or section of variables really notable here. I think I just need more data still. 

Need more data. But surpring to see that my losers have higher numbers here. Feels like that should switch over time as I add more trades to this, but still surprising to see it. 

The only notable variable for winners over losers is Query showing 70%+


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Quite odd. Usually when I do these reviews there are glaring things that standout. And a lot of them. This time not so much. I think that can be a good thing though. It means I am taking similar High Probability setups and the numbers are playing out. Bit of mistkaes here and there throw it off but sample size is too small to really get any hardcore evidence. Will keep building on this for next month and do the same again. Comparing month to month, then an overall of all W and L. 


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BONUS THOUGHTS

I wanted to see how many trades I took that were touching the 9ma on the time frames. W and L.

                     9wma         9dma        94hr        91hr         Tight 1hr 9+20     Tight 4hr 9+20

W  (12)           50%           75            92          92                  92                                100
  
L  (23)            39%           57            65         78                    61                               65


This is really important. 

Of my winners, the 4hr/1hr tightness and nearness is a characteristic in all of them. And the 1 that didnt have it, saw the drawdown to get them tight before ripping.

This tells me D/W for selection. 1hr/4hr for entry green flag. If D/W is there, I watch it and wait until the 1hr/4hr is tight and ready to pop. If it goes without me. Good, wait for the reset. 

Adding these to stat sheet for future records




TAKEAWAYS

B Setups deserve less risk. Any B setup. 

Techincal A setups were more important the Fundamental A setups. 

Small cap tends to work better. 

500k avg daily vol seems to be a top limit for winners. 

LT/MT/ST perf/rel str in winners are all outperforming. 

Winning trades are industry outperformers in all Scores. But especially in Rel Str ratios. 

Relative Strength seems to be a main driver for W vs L

60% of winners had a next x G% chance higher than 50% for frequently appeared dates. 

The appearance of at least 1 next x G% chance in the counts is a necessity. 

D/W for selection. 4hr/1hr 9ma tight and touching for green flag entry.




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