Destriero's single-name vola journal (riskarb; atticus; et al)

Discussion in 'Journals' started by destriero, Apr 7, 2018.

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  1. destriero

    destriero

    I am sexy AF.
     
    #61     Apr 10, 2018
  2. speedo

    speedo

    :cool:
     
    #62     Apr 10, 2018
  3. destriero

    destriero

    A play on Px/vol. There was no quant here. I simply wanted to get short knowing that there won't be any more good news out of China this week but w/o a ton of conviction. Holding for a touch of 6550 cash. I trade 132 flies exclusively over symmetric-flies with two weeks or less to LTD. I have to close these (prior to exp) in single-name vol since these are (mostly) traded in an IRA. I may get lucky and underlying may be trading inside the body-strike, but no IRA broker/custodian is going to let you hold through LTD if it's close. I like cash-settled contracts.

    I am not in a 20-lot. I don't even use that account. Front-end is set to 20.
     
    Last edited: Apr 10, 2018
    #63     Apr 10, 2018
  4. destriero

    destriero

    This is up legitimately up $2/contract on deltas. High confidence in this one, absent news-fvckage.
     
    #64     Apr 10, 2018
  5. destriero

    destriero


    244 mid, up 14.
     
    #65     Apr 11, 2018
  6. destriero

    destriero

    Out Dest3 at 248 (250 mid). 7.8% return on debit. I am going flat for the week. 2018-04-11_0707.png
     
    #66     Apr 11, 2018
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  7. destriero

    destriero

    Dest1(a): 17%
    Dest1(b): 3.3%
    Dest2: (2%)
    Dest3: 7.8%

    26% return on req.
     
    #67     Apr 11, 2018
  8. destriero

    destriero


    Sorry, missed this.

    I do use some TA, but not for strike-selection. About 30% of my positions are in flies. I have a lot of cheap "down and out" single-name puts that I buy with a portion of the gains in active positions. I mention that because my wing-prot dictates how aggressive I can be. The cheap dgamma are positions that I may have held for months in the form of outright puts, deep calendars, diagonals, etc. I can increase active-size as those prots wind-down/approach expiration.

    The process is built into a sheet. Various spreads used for R/R values, etc. I have a sticky-delta model and stress the thing. Book index-delta & gamma. Last, I look at the initial d/g.
     
    Last edited: Apr 11, 2018
    #68     Apr 11, 2018
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  9. destriero

    destriero

    I am taking a week off to prep and backcountry camping with my kids. Bought a couple of new Rab eVent single-wall tents that I want to try. Don't be long this market (not a timing-call).
     
    #69     Apr 11, 2018
  10. srinir

    srinir

    Thanks for your insight
     
    #70     Apr 11, 2018
    donnap and destriero like this.
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