Diary of an LSE stock trader

Discussion in 'Journals' started by Mo06, Dec 12, 2012.

  1. henry76

    henry76

    I'm interested in the cci indicator you use? thanks
     
    #361     Mar 28, 2020
  2. Mo06

    Mo06

    "I'm interested in the cci indicator you use? thanks"

    Not a lot to say about the CCI really - it shows extreme overbought and oversold levels, but of course markets can remain overbought or oversold for some time.
    An example is the chart of Brent crude this week (!)
     
    #362     Apr 3, 2020
  3. @Mo06 you must have good discipline in these times of high volatility. You seem to be able to enter and exit at the right moments. And are very profitable: 10%+ for each of the recent weeks.
     
    #363     Apr 4, 2020
  4. Mo06

    Mo06

    'You seem to be able to enter and exit at the right moments'....

    Ha ha... that's a good'n...

    On the 18th of March I went long RDSB @ 936... thinking the fall (from over 1400 a few weeks back) was overdone...

    The stock fell to 889.7, before rebounding and closing at 960 that day.
    I got out @ 941 the next day, as it was still not looking great and thought it might retest the lows.

    Two weeks later and the stock hit 1542.. that's a 73% rebound off the lows..
    I made 1/2 of a percent.
     
    #364     Apr 4, 2020
  5. I am aware that not all of your trades were winners. But if you look back over the last 4~6 weeks you can't but conclude that overall you had very good results.
     
    #365     Apr 4, 2020
  6. henry76

    henry76

    Do you have a key indicator or are you mainly fundamental? thanks
     
    #366     Apr 5, 2020
  7. Mo06

    Mo06

    Henry - I'd say mainly technical, charts in other word, although obviously the fundamentals move the commodity stocks. I like the phrase 'price has memory'. Very often it's true.
     
    #367     Apr 6, 2020
  8. henry76

    henry76

    Thanks for the answer, of course I'm trying to work out some of your secrets , to my mind you need something a little unusual "subliminal" almost, especially if using tech analysis , ( I think a big fund manager has said similar), anything obvious is played both ways until very little in it , and you have more than a little going on .
     
    #368     Apr 6, 2020
  9. Mo06

    Mo06

    Trading Summary Week Ended 3rd April 2020

    31 Trades:

    2 AAL + 311 BPS.
    2 BP + 224 BPS.
    1 GLEN + 4,351 BPS.
    2 RDSB + 23 BPS.
    1 STAN + 2,027 BPS.
    23 UK100 + 283 BPS.

    14 long trades + 397 BPS.
    17 short trades + 6,822 BPS.
    27 intra-day trades + 484 BPS.
    6 multi-day trade + 6,735 BPS.
    Total trades net + 7,219 BPS.
    Return on account for the week + 1.02 % net.
    P:L ratio 35.6:1.
    Days traded: 5.
    Longest trade duration: 450 days.
    Shortest trade duration: 1 min.
    (All PNL expressed in basis points for the purpose of comparison.)

    Thoughts

    Yet another active week on the global equity markets.

    Markets again reacted to news on the Corona virus. On Thursday we saw a huge move on crude oil, after rumours of a deal between Russia and Saudi Arabia surfaced.

    Brent crude moved over $10 in minutes:

    BRENT 20200402.jpg

    Very tricky trading conditions, as the indices moved with every piece of news, I made a few very poor exits.
    Well short of my weekly 2.5% benchmark.
    Over the week, the FTSE lost 95 points or 1.72 %.

    For the month of March, I made 167 trades, for a net profit of 46 %.

    Away from the markets, we are headed for the now the third weekend under the lock down where I live, not exactly ideal and hopefully the authorities will lift the restrictions of movement before too long. I get out for exercise (cycle or walk) and to walk the dog a couple of times a day, but that's about it at the moment.

    Expecting more volatility and opportunities next week.

    Stay disciplined.
    Stay focussed.
    Stay humble.
     
    #369     Apr 10, 2020
  10. Mo06

    Mo06

    Trading Summary Week Ended 10th April 2020

    36 Trades:

    1 BP + 323 BPS.
    2 GLEN + 3,855 BPS.
    33 UK100 + 2,005 BPS.

    14 long trades + 730 BPS.
    20 short trades + 5,453 BPS.
    29 intra-day trades + 736 BPS.
    5 multi-day trade + 5,447 BPS.
    Total trades net + 6,183 BPS.
    Return on account for the week + 2.70 % net.
    P:L ratio N/A.
    Days traded: 4.
    Longest trade duration: 469 days.
    Shortest trade duration: 1 min.
    (All PNL expressed in basis points for the purpose of comparison.)

    Thoughts

    A four day week due to the Easter holiday.

    Equity markets were calmer, after the extreme volatility we have seen recently.
    The FTSE rallied above 5800 on Thursday, breaking the high it made on March the 26th.
    Over the week, the index rallied 427 points or 7.89%.

    Made a few poor trade exits, especially on a couple of long positions on the FTSE on Wednesday, which I should have given more room.
    Just above my 2.5% benchmark, (the positions on GLEN and BP were pretty small).

    On the subject of the Corona virus, I do think that we are wrecking whole economies on the basis of incomplete data. We simply do not know how deadly this virus is.

    This is a good interview on this:




    So now we have a four day weekend, but I won't be going very far from home. Not a great prospect really.

    Expecting more volatility and opportunities next week.

    Stay disciplined.
    Stay focussed.
    Stay humble.
     
    Last edited: Apr 10, 2020
    #370     Apr 10, 2020