{"id":5062,"date":"2021-01-06T12:49:26","date_gmt":"2021-01-06T12:49:26","guid":{"rendered":"https:\/\/joapen.com\/blog\/?p=5062"},"modified":"2021-01-06T12:49:30","modified_gmt":"2021-01-06T12:49:30","slug":"trading-learning-year-3","status":"publish","type":"post","link":"http:\/\/joapen.com\/blog\/2021\/01\/06\/trading-learning-year-3\/","title":{"rendered":"Trading learning year 3"},"content":{"rendered":"

After a good 2019 learning about how to trade<\/a>, this 2020 was fine in so many ways, that I would like to review.<\/p>\n

The math result? I did a 36%,<\/h1>\n

2020 started with $1.420,94
\nand ended with\u00a0 \u00a0$1.934,41
\nso the P&L was $513,47\u00a0 \u00a0or a 36,1%<\/p>\n

Total moves 188
\nwins 157\u00a0 \u00a0 \u00a084%
\nloses\u00a0 \u00a031\u00a0 \u00a0 16%<\/p>\n

This is the screen with the main data of win\/loss events:<\/p>\n

\"\"<\/a>I have ordered by date of long move and the main major losses come from issues related to the crash happened in March.<\/p>\n

\"\"<\/a><\/h1>\n

Some data<\/h1>\n

Best values I traded:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Ticket<\/td>\nGross Margin<\/td>\n<\/tr>\n
VTVT<\/td>\n126,98<\/td>\n<\/tr>\n
AEMD<\/td>\n87,7<\/td>\n<\/tr>\n
PLTR<\/td>\n64,96<\/td>\n<\/tr>\n
MRNA<\/td>\n60,58<\/td>\n<\/tr>\n
CERT<\/td>\n35,36<\/td>\n<\/tr>\n
MSFT<\/td>\n31,78<\/td>\n<\/tr>\n
CVGW<\/td>\n30,78<\/td>\n<\/tr>\n
ADMS<\/td>\n25,22<\/td>\n<\/tr>\n
AAPL<\/td>\n24,45<\/td>\n<\/tr>\n
TROW<\/td>\n24,24<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Worst values I traded:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Ticket<\/td>\nGross Margin<\/td>\n<\/tr>\n
WBA<\/td>\n-226,74<\/td>\n<\/tr>\n
LYFT<\/td>\n-163,2<\/td>\n<\/tr>\n
UNM<\/td>\n-55,92<\/td>\n<\/tr>\n
SPG<\/td>\n-51,08<\/td>\n<\/tr>\n
GE<\/td>\n-25,38<\/td>\n<\/tr>\n
SRNE<\/td>\n-11,72<\/td>\n<\/tr>\n
MLND<\/td>\n-10,54<\/td>\n<\/tr>\n
DFFN<\/td>\n-8,04<\/td>\n<\/tr>\n
ONTX<\/td>\n-4,11<\/td>\n<\/tr>\n
ATNX<\/td>\n-1,02<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

The number of moves by month were:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Month<\/td>\n# moves<\/td>\n<\/tr>\n
Jan<\/td>\n19<\/td>\n<\/tr>\n
Feb<\/td>\n13<\/td>\n<\/tr>\n
Mar<\/td>\n6<\/td>\n<\/tr>\n
May<\/td>\n1<\/td>\n<\/tr>\n
Jun<\/td>\n11<\/td>\n<\/tr>\n
Jul<\/td>\n6<\/td>\n<\/tr>\n
Aug<\/td>\n13<\/td>\n<\/tr>\n
Sep<\/td>\n9<\/td>\n<\/tr>\n
Oct<\/td>\n22<\/td>\n<\/tr>\n
Nov<\/td>\n40<\/td>\n<\/tr>\n
Dec<\/td>\n48<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Portfolio data month by month<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Month<\/td>\nStarted<\/td>\nEnded<\/td>\nDif ($)<\/td>\nDif (%)<\/td>\n<\/tr>\n
Jan<\/td>\n1420<\/td>\n1445<\/td>\n25<\/td>\n2%<\/td>\n<\/tr>\n
Feb<\/td>\n1445<\/td>\n1647<\/td>\n202<\/td>\n14%<\/td>\n<\/tr>\n
Mar<\/td>\n1647<\/td>\n1429<\/td>\n-218<\/span><\/td>\n-13%<\/span><\/td>\n<\/tr>\n
May<\/td>\n1429<\/td>\n1447<\/td>\n18<\/td>\n1%<\/td>\n<\/tr>\n
Jun<\/td>\n1447<\/td>\n1499<\/td>\n52<\/td>\n4%<\/td>\n<\/tr>\n
Jul<\/td>\n1499<\/td>\n1473<\/td>\n-26<\/span><\/td>\n-2%<\/span><\/td>\n<\/tr>\n
Aug<\/td>\n1473<\/td>\n1399<\/td>\n-74<\/span><\/td>\n-5%<\/span><\/td>\n<\/tr>\n
Sep<\/td>\n1399<\/td>\n1401<\/td>\n2<\/td>\n0%<\/td>\n<\/tr>\n
Oct<\/td>\n1401<\/td>\n1353<\/td>\n-48<\/span><\/td>\n-3%<\/span><\/td>\n<\/tr>\n
Nov<\/td>\n1353<\/td>\n1682<\/td>\n329<\/td>\n24%<\/td>\n<\/tr>\n
Dec<\/td>\n1682<\/td>\n1934<\/td>\n252<\/td>\n15%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Some lessons from data:<\/h1>\n
    \n
  1. I have to stop loss better than I did, this happened to me in 2019 too.<\/li>\n
  2. Portfolio management was better done in second half of the year and it gave me more consistent small wins.<\/li>\n
  3. To pay attention to ex-date gave me a nice 47$ of dividends.<\/li>\n
  4. The average of earnings have been 1,99$ in comparison with 2019 is worst (2,32%).<\/li>\n
  5. 10% of the worst moves made me lose 705$ which is a lot.<\/li>\n
  6. I have to improve on the way I’m trading, I still have some negative skew.<\/li>\n
  7. The rally I did during the last 3 months enabled me to recuperate of a disaster. I have to focus myself on what I did well during Q4 because it worked.<\/li>\n
  8. I have learned to read better the market timing indicators and this valuation has enabled me to exit and enter in values with better results.<\/li>\n<\/ol>\n

    Conclusions<\/h1>\n