dest's overwrite journal

Discussion in 'Journals' started by destriero, Jun 10, 2021.

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  1. destriero

    destriero

    I am long AMZN at 3310 and short NQ against (955).
     
    #551     Nov 2, 2021
  2. traider

    traider

    MSFT is almost pinning at 335. Hurrah!
     
    #552     Nov 2, 2021
  3. Closed this trade at a loss of $290.35, or .39% of account value, including hedging results. Notably, TSLA’s IV increased during my trade, increasing my realized loss. My wide credit spread left me too exposed to vega risk. Further, term structure was/is inverted, making a diagonal spread a more attractive structure than my vertical spread. I shall actively calculate theta received versus delta, divided by ATR, among other metrics as a input for determining most favorable structures based on my outlook.

    For future RTM trade ideas for US RTH, I will now wait until at least 1400 Eastern to initiate a trade that is against the WVAP indicator. In addition, I will be more responsive to unfavorable price action before trade initiation, by not fading a tight channel.

    After thorough review of my historical losing RTM trades and noting a stock on my watchlist doubled along with a 7x increase in IV, I will structure future credit spread ideas such that risk is reasonably self-contained by requiring me to collect at least 1/3 of maximum move in premium received. I may still dynamically hedge my intraday exposure using the underlying. For trend following trades that are expected to continue to correlate with the broader market, I will dynamically hedge using index option strategies using “Delta dollars” as a primary measure of exposure.
     
    Last edited: Nov 3, 2021
    #553     Nov 3, 2021
  4. destriero

    destriero

    I am up on this but it was poor management as I went neutral basis 333 in shares. I'd be up 10% on the week (on net liq) had I let it ride w/o hedge.
     
    #554     Nov 3, 2021
  5. destriero

    destriero


    This worked well. Covered both. 3345 shares; 983 futures. Hit all time high net liq today.
     
    #555     Nov 3, 2021
  6. destriero

    destriero

    Mods, please close this thread.

    This place is turning into a right-wing sewer. I'm outta here. GL to all.
     
    #556     Nov 3, 2021
    KevinBB likes this.
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