Period Update 10/05/2019 - 01/04/2020 ---------- Mildly positive 3 months, up 4.7K (3.4%). Further tightening of allowable trades has reduced the number and size of trades. This will continue a while. For the year, up 21,849 (20%). Not enough for my effort. Hope the following year proves better. Code: For 2019 Starting Balance: 110,523 Cumulative P/L: 21,849 Start Date End Date P/L Withdrawal Closing Balance 2019-01-05 2019-02-02 -12056 0 98,467 2019-02-02 2019-03-02 7745 0 106,212 2019-03-02 2019-03-30 8511 0 114,723 2019-03-30 2019-05-04 12126 0 126,849 2019-05-04 2019-06-01 9444 3,000 133,293 2019-06-01 2019-06-29 13542 5,000 141,835 2019-06-29 2019-08-03 -18372 0 123,463 2019-08-03 2019-08-31 4499 0 127,962 2019-08-31 2019-10-05 -8281 0 119,681 2019-10-05 2019-11-02 -15118 0 104,563 2019-11-02 2019-11-30 16484 400 120,647 2019-11-30 2020-01-04 3325 700 123,272
That looks like a good 2019 result to me: account value increased by about 25 k USD, and you were also able to withdraw about 9 k USD.
Period Update 01/04/2019 - 04/04/2019 ---------- Ugly start to the year, down 18.5K (15%) The transition from low volatility hit me pretty hard. Lost 40K in one day in Feb recklessly over-leveraged not realizing the change taking place in the market (you can probably figure out which day it was). Subsequently accepted the change in the market, positioned with smaller account and smaller size for the volatility and recovered 26K in March. Some small consolation no doubt, but terrified of the initial blow to my account. Code: For 2019 Starting Balance: 123,272 Cumulative P/L: -18,580 Start Date End Date P/L Withdrawal Closing Balance 2020-01-04 2020-02-01 8384 0 131,656 2020-02-01 2020-02-29 -52889 1,450 77,317 2020-02-29 2020-04-04 25925 0 103,242
------------------------------------------ Period Update 04/04/2020 - 07/04/2020 ---------- Nice quarter, up 36K (35%) Three months of working from home / attending to my trading has done quite some good to the way I evaluate my trades. Increasingly, I am defining what constitutes trade-able set-ups and limiting myself to those. I have also mostly adhered to the overall size limits I have set for my account for stocks and for options. Getting more confident this is what I need to grow the account on a more consistent basis. Code: For 2020 Starting Balance: 103,242 Cumulative P/L: 17,212 Start Date End Date P/L Withdrawal Closing Balance 2020-01-04 2020-02-01 8,384 0 131,656 2020-02-01 2020-02-29 -52,889 1,450 77,317 2020-02-29 2020-04-04 25,925 0 103,242 2020-04-04 2020-05-02 1,949 -3,100 102,091 2020-05-02 2020-05-29 17,774 0 119,865 2020-05-29 2020-07-04 16,069 -2,000 133,964