convexx's stfu journal

Discussion in 'Journals' started by convexx, Aug 13, 2014.

  1. scr12

    scr12

    Thanks
     
    #191     Sep 9, 2014
    convexx likes this.
  2. convexx

    convexx

    I will update the thread with the close on GOOG and accounting. I really don't have the time to continue this thread into October as I will be traveling for the foreseeable future. Listed vanilla is ~30% of my trading, and I have a lot of other things I need to be working on. Anyway, I hope some of you got some value out of this journal. I won't be posting any new positions on this thread.
     
    #192     Sep 10, 2014
  3. vanv0029

    vanv0029

    Thanks for the very helpful journal. I am not really able to deal with mis-priced greeks, but nowhave good idea of the basic
    parameters given my predictiion on market environment. I tried a Sep 19/Sep 26 long SPX 1980 calendar this
    morning for 3.80. I will try for the 20% profit. I think market is not as strong as it seems right now.

    Maybe people can continue posting this type of trade idea somewhere.
     
    #193     Sep 10, 2014
    convexx likes this.

  4. Can we expect a visit? :D there's a burger place down the road "burgerfi" which is much much better than in and out.
     
    #194     Sep 10, 2014
  5. JTrades

    JTrades

    Yes, can't claim to understand everything, but certainly opened my eyes to options strategies. So appreciated.
     
    #195     Sep 10, 2014
    convexx likes this.
  6. donnap

    donnap

    +1
    Yes, as usual, convexx. Thanks. It's always good to be reminded how to trade.
     
    #196     Sep 11, 2014
    convexx likes this.
  7. Atty, as always it has been most useful. Wish it could gone on for longer, so here's hoping you'll be back soon.

    All the best and safe travels.
     
    #197     Sep 11, 2014
    convexx likes this.
  8. convexx

    convexx

    #198     Sep 12, 2014
    lucysparabola likes this.
  9. don't go! it was just getting good! safe travels.
     
    #199     Sep 12, 2014
  10. convexx

    convexx

    Final accounting:

    SPX put spread (10.0%) loss on debit
    GOOG asym +10.3% on debit
    NDX bear 4000/4050/4100 sym P-fly +18.3% on debit
    NDX bear 132 calls +6.7% on debit
    AMZN bear 132 CALLS from 13.57 +11.4% on debit
    SPX bear 1990 put spread +23% on debit
    RUT 1155/65/85 asym 231 puts +13% on debit
    NDX Sep monthly 4000/4050/4150 231 put asym +14.4% on debit
    SPX bear 132 calls 9.80 mid debit (10.0 traded) +31.5% on debit
    *Short NDX PF; Sep monthly 4000P/C 3x1 +6.2%, +0.6% on portfolio
    Long the Sep11 SPX 60/00/40 call fly +12.8% on debit
    *ES futures short +11.50 pts. 1.15% return on portfolio
    RUT 231 puts +32% on debit
    *ES PF +0.17% on portfolio
    GOOG 121 put fly +10.7% on debit



    One month of trading:

    Gain on debit: 174%. Gain at 10% allocation: 17.4% on portfolio. Gain at 5%: 8.7% on portfolio.

    *Gains exclude futures and PF wins.


    14 wins; 1 loss
    23x risk
    ES + 16.75 per
    NQ + 8.00 per

    Expiring NDX trade was immense (FT was extremely lucky to get pinned on short gamma):
    [​IMG]
     
    Last edited: Sep 12, 2014
    #200     Sep 12, 2014