After a good 2019 learning about how to trade, this 2020 was fine in so many ways, that I would like to review.
The math result? I did a 36%,
2020 started with $1.420,94
and ended with $1.934,41
so the P&L was $513,47 or a 36,1%
Total moves 188
wins 157 84%
loses 31 16%
This is the screen with the main data of win/loss events:
I have ordered by date of long move and the main major losses come from issues related to the crash happened in March.
Some data
Best values I traded:
| Ticket | Gross Margin |
| VTVT | 126,98 |
| AEMD | 87,7 |
| PLTR | 64,96 |
| MRNA | 60,58 |
| CERT | 35,36 |
| MSFT | 31,78 |
| CVGW | 30,78 |
| ADMS | 25,22 |
| AAPL | 24,45 |
| TROW | 24,24 |
Worst values I traded:
| Ticket | Gross Margin |
| WBA | -226,74 |
| LYFT | -163,2 |
| UNM | -55,92 |
| SPG | -51,08 |
| GE | -25,38 |
| SRNE | -11,72 |
| MLND | -10,54 |
| DFFN | -8,04 |
| ONTX | -4,11 |
| ATNX | -1,02 |
The number of moves by month were:
| Month | # moves |
| Jan | 19 |
| Feb | 13 |
| Mar | 6 |
| May | 1 |
| Jun | 11 |
| Jul | 6 |
| Aug | 13 |
| Sep | 9 |
| Oct | 22 |
| Nov | 40 |
| Dec | 48 |
Portfolio data month by month
| Month | Started | Ended | Dif ($) | Dif (%) |
| Jan | 1420 | 1445 | 25 | 2% |
| Feb | 1445 | 1647 | 202 | 14% |
| Mar | 1647 | 1429 | -218 | -13% |
| May | 1429 | 1447 | 18 | 1% |
| Jun | 1447 | 1499 | 52 | 4% |
| Jul | 1499 | 1473 | -26 | -2% |
| Aug | 1473 | 1399 | -74 | -5% |
| Sep | 1399 | 1401 | 2 | 0% |
| Oct | 1401 | 1353 | -48 | -3% |
| Nov | 1353 | 1682 | 329 | 24% |
| Dec | 1682 | 1934 | 252 | 15% |
Some lessons from data:
- I have to stop loss better than I did, this happened to me in 2019 too.
- Portfolio management was better done in second half of the year and it gave me more consistent small wins.
- To pay attention to ex-date gave me a nice 47$ of dividends.
- The average of earnings have been 1,99$ in comparison with 2019 is worst (2,32%).
- 10% of the worst moves made me lose 705$ which is a lot.
- I have to improve on the way I’m trading, I still have some negative skew.
- 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.
- 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.
Conclusions
- My 2019 trades were quite better than 2020 in so many ways: benefit, number of errors and bias.
- I have to concentrate more on the process and avoid the noise.
What to expect for 2021?
- I have increase the funds with 2000$, so we will start the year with 3934$.
- I will use the same percentage when opening positions: 1%, 2%, 3%.
