Trading Journal On "Emerging Market" (That's What People Call It)

Discussion in 'Journals' started by smallAxe, Aug 3, 2022.

  1. smallAxe

    smallAxe

    New here. Also new in the market. I started trading in the zombie year 2020. A little flashback, I started with discretionary trading. Fi that first month I had a drawdown that made me rethink what I was doing.

    Currently I do rules based trading, then execution is done manually.

    Current NLV is IDR 129,904,273. I trade stocks listed in Indonesia (JKSE), long only, average 30 positions, with a holding period of several weeks.

    I believe if I have passion for market and I really want to beat it, the market won't discriminate, but of course it will fight back, because the market is a vicious bulldozer with equal opportunities looking to inflict as much financial loss on anyone.
     
  2. smallAxe

    smallAxe

    Track record until June 2022:

    upload_2022-8-4_3-43-46.jpeg
     
  3. Nobert

    Nobert

    Hey.

    I was just thinking the other day, about the people who trade their own local markets.
    (Got uncle, whos all in into Baltic region)

    Do you think that it is more reliable, this way, instead of choosing something in the west ?
     
  4. smallAxe

    smallAxe

    Of course I can't just rely on empty hopes and sheer luck. But if I can grow my account to IDR 500,000,000 (about $35,000) in the local market, S&P 1500 is my next terminal, and then futures.

    Yes, I want to tame those beasts.

    It will give me constant nourishment over a challenge, be a journey and adventure worth living.
     
    Nobert likes this.
  5. smallAxe

    smallAxe

    Sorry for making a mistake. I haven't entered any additional deposits in November 2021. I'm uploading daily NLV history because I don't have an account with a broker that can be linked to FundSeeder.

    I don't have access to the leaderboard there. A little disappointed, but that's the rule of the game. So here's the track record I've corrected:
    upload_2022-8-5_13-3-1.jpeg

    On a hot Friday afternoon, the market is on a break, and this is my position now:

    I currently hold 44 positions. 7 positions (BPII, CTTH, MINA, TELE, VIVA) no longer meet the criteria, but there is no liquidity. I ignored this the first time I traded, and since then I've added rules for liquidity. Two positions (LPGI and SGER) are bonus shares.
    upload_2022-8-5_13-7-3.png

    Biggest loser (%): TELE -65.34%
    Biggest loser (IDR): BELL -805,420

    Biggest winner (%): PANI 145%
    Biggest winner (IDR): FILM 1,920,101

    upload_2022-8-5_13-7-33.png
    NLV: IDR 130,832,208 (IDR 130,443,000 + Cash IDR 379,908)
     
  6. smallAxe

    smallAxe

    Monday, 8/8/22
    Deposit IDR 1,000,000

    Sell
    ADRO -2 lot (Open)
    AMRT -1 lot
    BELL -62 lot
    BIPI -13 lot
    FILM -1 lot
    LPGI -5 lot
    LUCY -4 lot
    SMMT -30 lot

    Buy
    ADES 1 lot (Open)
    BISI 3 lot
    BMSR 6 lot
    BRMS 19 lot
    BSML 12 lot
    ENRG 1 lot
    KKGI 4 lot
    KOBX 9 lot
    LAND 6 lot
    LTLS 5 lot
    PNLF 7 lot
    PSSI 6 lot
    PTBA 1 lot
    RAJA 4 lot
    RIGS 1 lot
    RISE 4 lot
    RMKE 1 lot
    SKRN 10 lot (Open 5 lot)
    SMDR 2 lot
    TMAS 2 lot
    ZONE 1 lot

    upload_2022-8-8_12-3-50.jpeg



    upload_2022-8-8_12-4-4.jpeg
     
  7. smallAxe

    smallAxe

    Current NLV: IDR 132,128,224 (131,769,800 + Cash 358,424)

    -0.5891% today.
     
  8. smallAxe

    smallAxe

    Trading Monday, 15/8/22

    Cut loss ZONE, KOBX, AMFG. Exit ADRO and ITMG, get a new position PICO.

    [​IMG]

    Addition:

    Cut loss
    BISI

    Buy
    PICO 8 lot
    CAKK 112 lot
    KMDS 47 lot

    Lots of failed trades, ouch..

    NLV: IDR 131,578,421 ( 131,401,600 + cash 176.821)
     
  9. smallAxe

    smallAxe

    End of 2022.

    upload_2023-1-1_21-31-6.jpeg


    My return is positive 12.63% for the year. Just market student trying to make the best money he can from the market.

    Long live, retail!

    upload_2023-1-1_21-30-31.jpeg
     
    Nobert likes this.
  10. Nobert

    Nobert

    I couldn't find some of the names, specifically, - their balance sheets (quick search),
    while those that i did found, didn't fit my standards, but, none the less, your performance is really nice, comparing with the global markets overall.

    Well done.

    On the other hand, they had a nice run, for the last few years and surprisingly, so far, hold well comparing to SnP.

    JKSE.png
     
    #10     Jan 1, 2023
    smallAxe likes this.