poopy's competition journal

Discussion in 'Journals' started by poopy, Sep 18, 2024.

  1. nursebee

    nursebee

    no Tsla any longer.
    40% PLTR though
    Nibble size PCT mmyt
     
    #211     Oct 8, 2024
  2. poopy

    poopy

    Correction: mostly index trackers/index beta... inset pic of PNL from Fido was almost a perfect corr to SPX/SPY.
     
    #212     Oct 8, 2024
  3. poopy

    poopy


    You mentioned TSLA in the MMS. I may have missed you're out of it.
     
    #213     Oct 8, 2024
  4. poopy

    poopy

    How is this possible (+1.7%) if you're in Vanguard? Mkt was down 0.2% even with that last 15 minute rally into the close. PLTR? 40% of that book is PLTR?

    My last on this thread. I am up 1.5% today so market performing, but long vol. Skew lock and dispersion in semi stocks. RV is up but index running is hurting it a bit.

    The guy who challenged me begged off the same day so there is no point in feeding trolls and I'm inherently lazy. I am sending the login details to two ET veterans for "ET audit" and I am sure you'll hear from them if my numbers were BS.
     
    Last edited: Oct 8, 2024
    #214     Oct 8, 2024
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  5. Sekiyo

    Sekiyo

    What’s really cool was the “>7.5x risk”
    That’s awesome to “consistently” win with such a reward to risk profile.
     
    #215     Oct 8, 2024
    TrailerParkTed, nbbo and poopy like this.
  6. poopy

    poopy

    I'll answer this. There is no way to be consistent without running a long/short book if trading with any frequency; running a book with high turnover.
     
    #216     Oct 8, 2024
    nbbo and Sekiyo like this.
  7. nursebee

    nursebee

    Yeah, market was down but my stock(s) were up, I think PLTR was up 4.6%.
    I'm probably up 40% YTD. So, it matches SP500, but probably amplified.
    I had a couple flat years sitting still since exiting TSLA.
     
    #217     Oct 8, 2024
  8. I would have done a lot better this year if I used your philosophy and just held the strong stocks. Never should have sold APP, FTAI, ANET, SFM, etc etc.

    -.2% on the day from my short that got obliterated by today's spike. :D

    Portfolio down ~1.75% since beginning of comp (now over)

    Fun thread, even the hecklers who did not post a blotter
     
    #218     Oct 8, 2024
    TrailerParkTed and Sekiyo like this.
  9. Sekiyo

    Sekiyo

    You’re still in the top 5.
    Congratulations :p

    Think about all the traders that blow up,
    E v e r y S i n g l e D a y
     
    #219     Oct 8, 2024
  10. AKJ

    AKJ

    #220     Oct 9, 2024