2011: Rebuilding My Battered Account

Discussion in 'Journals' started by neke, Jan 9, 2011.

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  1. neke

    neke

    If the stock is moving on breaking news (like earnings) and have decent volume, pre-/post- market normally affords me good entry points if I have a fundamental reason to enter. Yes, CMG stock cost me 8K from the post-market entry this week (the option - which cost 29K - was initiated after the open, and like I said was not a trade based on conviction - it was pure revenge), but CSCO and AKAM both were also initiated in pre-market, and between them made more than 10K this same week.

    I understand if you would not enter because you cannot get out with a stop.

    As for people having to understand 243.36, Hey NOD not every body trades on charts and technicals!!! I've never considered myself a technical trader, but we could all be profitable.
     
    #61     Feb 13, 2011
  2. neke

    neke

    Just checked out your rule, and it cost me huge this time :D !!!

    I went long at the highs (276.80) AH, and lost (exited 260). Then went short (PUTS with price at 245 after market opened near the lows) and again lost.
     
    #62     Feb 13, 2011
  3. NoDoji

    NoDoji

    If pre-/post-market trades overall have been net profitable, then by all means I'd keep the strategy. But options are very risky at the open as your revenge trade proved. They are priced to benefit the sellers, who are taking on a lot of risk at that point.

    I know you're not a technical trader, but I think I was pretty clear in saying one did NOT have to understand CMG's 243 level to know that by 5 mins after the open CMG was in demand in a big way.

    Let's agree on one thing, for sure: Isn't it about that time we buy some POT calls? It's been a while :D
     
    #63     Feb 13, 2011
  4. neke

    neke

    I didn't bother to respond because I think it is all laid out in my opening post. Yes, from a balance of 5.3K in Nov 2004, I made 936.7K (profit) in the 6 year/2month period reported. For 2005, like I explained before, I brought in some money sometime after the start of the year, but took out all that and more (giving net withdrawal of 12K) before the end of the year. I picked the bottom in my cumulative equity curve to start with. Going back to the start of my foray into the market, I indicated my cumulative performance before that bottom.
     
    #64     Feb 13, 2011
  5. neke

    neke

    Hmmm, I thought you have given up on POT when you took up CL. I wasn't sure you still found fun there :)
     
    #65     Feb 13, 2011
  6. Nine_Ender

    Nine_Ender

    POT calls have a huge premium so I'd say its dangerous to chase the trend so close to expiry. A play I like much better are Canadian banks which were flat in 2010 but are beginning what looks like a breakout into earnings ( early March ) now.

    TD, BNS, CM all setting new 52 week highs last week. RY is a laggard play still $7 off its 52 week high but starting to slowly perk up. Call options remain fairly cheap because these stocks were range bound for 14 months.

    March calls look wonderful but a correctly timed entry is almost can't miss. Any option week related dip is a huge buying opportunity. Not sure if we'll get the dip anymore, but the manipulations in expiry week are sometimes pretty transparent ( except to some of the permabears on here who think they are triggering a correction ).

    I think I have an edge on this play and this sector looks like its going up another 10-20% very soon. I have one position now that I plan on selling on the first good day next week. I'll then redeploy my capital on March calls on any intraday dips in price.

    Fundamentally, I predict TD Bank raises their dividend on March 3rd setting off a week long buying spree from "buy and hold" types in Canada and yield lovers in the US.
     
    #66     Feb 13, 2011
  7. neke

    neke

    Weekly Update for week 6/50 ended 2/19/2011

    Nice week, up 11.7K (4%). Gains here and there offset by little losers there. No major loss to report.


    Code:
    
    Opening Balance:                	296,230
    Net gain for the week 		         11,748
    ------------------------------------------------
    Net Balance:                   		307,979
    
    Number of Trades	            	 17
    Number of Profitable Trades    	    	  8
    
    
    Since Inception of Thread   01/8/2011 - 2/19/2011
    
    Opening Balance:                   	335,899
    Net loss(Less Margin Interest)		 27,920 (Down 8%)
    ------------------------------------------------
    Net Balance				307,979
    
    Number of Trades	           	 93
    Number of Profitable Trades        	 52
    
    
    


    [​IMG]
     
    #67     Feb 18, 2011
  8. Neke, nice job this week. Do you have any experience in call ratio backspreads?

    also where is your 2005 journal ?
     
    #68     Feb 19, 2011
  9. neke

    neke

    No experience. Journals started only in 2007 (my alias shows I registered here in Nov 2006)
     
    #69     Feb 19, 2011
  10. Hey Neke, I was wondering if you are trading leveraged at all.
     
    #70     Feb 19, 2011
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