Earnings journal

Discussion in 'Journals' started by TheBigShort, Jan 13, 2019.

  1. Hi. Most of my trades are pre-earnings (long vol.). I have done maybe 20-30 trades where I held through earnings. Usually selling tight ICs or ratio trades but had limited success where a few big losses seemed to wipe out all my gains.
     
    #541     Jul 2, 2019
  2. TheBigShort

    TheBigShort

    Smack down on AYI!! Who took this trade?? Hold thru 10am, vol will be much to bid first 30 min.

    Bid/Ask 124/128. This could be a perfect open
     
    #542     Jul 2, 2019
    Philo Judeaus likes this.
  3. TheBigShort

    TheBigShort

    out @ 8.25
    $5.00 winner. Wow that was juicy. Vol came in quite a bit (33%) I think this will go to 30% vol by 11am but I am happy pulling out here.
     
    #543     Jul 2, 2019
  4. TheBigShort

    TheBigShort

    I suffered a drawdown as I was struggling to figure out a new strategy I am working on. Since then I have figured it out and account is racing past all time highs. I'll keep you guys posted with weekly updates from earnings.
    Screen Shot 2019-07-02 at 10.01.00 AM.png
     
    #544     Jul 2, 2019
    .sigma likes this.
  5. Magic

    Magic

    That's a nice climb in the past two weeks! I've had a decent grind up in June, although I made a handful of smaller decision and execution mistakes that were a little annoying. But good overall performance obscures those as long as they aren't too drastic.

    upload_2019-7-2_9-59-55.png
     
    #545     Jul 2, 2019
    .sigma likes this.
  6. TheBigShort

    TheBigShort

    Fuck yea!!!!! Magic, wow that slope is smoother than a baby's bum!

    It looks like your running an high frequency firm over there
     
    #546     Jul 2, 2019
    Philo Judeaus, Utah and Magic like this.
  7. I was reading one of @atticus old journals and his method was day-trading fly's... he would enter/exit within a day or two at most it seemed. It never even dawned on me to utilize fly's like this. Have you ever traded like that @TheBigShort ?
     
    #547     Jul 4, 2019
  8. @TheBigShort

    Can you expound how you use jump vol with the implied market move?

    Do you look at a metric for every potential earnings trade?

    Cheers
     
    #548     Jul 4, 2019
  9. How did you determine the body to be the 125 strike?
     
    #549     Jul 4, 2019
  10. TheBigShort

    TheBigShort

    132 PEP Put avg 1.41

    I think we go lower (for fundamental reasons) and ATM vol is way to cheap! Considering this is the first large company announcing this season, a $5 move is not out of the cards. PEP is also @ the top of it's range on all fundamental ratio's.

    Great risk:reward!

    Note* If you are selling ATM vol - the ATM implied move is 1.5x the current ATR. That is dirt cheap even for a company like PEP.
     
    Last edited: Jul 8, 2019
    #550     Jul 8, 2019