defining "edge" with discretionary trading

Discussion in 'Technical Analysis' started by KMeriwetherD, Aug 7, 2016.

  1. This is more like random discretionary trading with confirmation bias. You may want to consider quantitative discretionary trading. There is a blog with some articles on this style. I find it interesting but it involves some amount of work not everyone can or may be willing to put. These are some of the problems with discretionary trading

    Sample size is usually small
    Data-mining bias is still present
    No out-of-sample cross-validation is possible
    Time consuming task that must be well organized

    from this article
     
    #11     Aug 8, 2016
  2. Indeed. This was not meant to be an example of the kind of discretionary trade I would do on a regular basis. (There was no technical context which gave me any frame work to make it). It was just something anomalous I did for fun, but did demonstrate the importance I see in setting up favorable risk reward. (The ATM VIX put spread was risk $20 to make $80..... not bad)
     
    #12     Aug 8, 2016
  3. I think all you need to do is trade it and track your success and failure rate. Like a baseball player's potential batting average, you can only speculate on what it might be when he moves from the minor leagues to the major leagues until he actually gets some opportunities at bat.
     
    #13     Aug 8, 2016
  4. Even that is not an edge. Perhaps depends upon how one defines "edge".. but there are only 2 genuine edges for trading in the American markets.... front-running (HFT algos excepted, of course, because they "steal only a little") and trading on insider info... both technically illegal.
     
    #14     Aug 8, 2016
  5. Well, that's a bit jaded, yes? On a forum for retail traders, you are basically saying retail traders don't have a chance.
     
    #15     Aug 8, 2016
  6. No, not at all.

    All I'm saying is that there is no "edge"... no Holy Grail... so don't bother looking.

    Proper trading is like counting cards in Black Jack. Traders need to learn when/why the odds favor some play and act accordingly.
     
    #16     Aug 8, 2016
    SimpleMeLike and elliots11 like this.
  7. Mtrader

    Mtrader

    The fact that almost everybody agrees that there is no edge is the ultimate proof that there is one. To have an edge the majority should think there is no edge. Edges can only exist if the majority denies it existance, if not the potential profit will be ruined as everybody would know what to do to profit from that edge and that would ruin the edge.
    Only those who know an edge will know an edge can exist. But they have to be silent to protect their edge. That's why these edges never appear anywhere. An edge that becomes public is no edge anymore.
    Sorry, I cannot explain it in an more simple way.

    PS: an edge is not equal to Holy grail.
     
    #17     Aug 8, 2016
  8. MKTrader

    MKTrader

    I think it's just a matter of semantics. An edge can be very slight edge...like beating the S&P 500's annual returns by 0.5% yearly with a little less volatility.

    As for the original question, I'm not sure if you can define it. The only possible way is to actually trade until you have a sample with statistical significance that has included many types of market conditions (bull, bear, low vol, high vol, flat, etc.).
     
    #18     Aug 8, 2016
  9. newwurldmn

    newwurldmn

    I would add some legal edges:

    Cheaper financing
    Better access to deal/order flow
    Regulatory advantages (especially in other countries where you can avoid stamp taxes and trading restrictions)
     
    #19     Aug 8, 2016
  10. ok, right. I need to stop using the word "edge" because I am being misinterpreted. What I really mean to discuss is why a trader thinks they can win over time. Unless you can define why you are a profitable trader, I'm pretty sure your days are numbered. As a discretionary trader, I am finding that difficult. I don't want to be lucky. I want to understand why I'm profitable. In your words...... I want to know how I have placed the odds in my favor and why I should believe my actions will equate to profits over time.
     
    #20     Aug 8, 2016