Vanzandt vs. Destriero Trading Competition

Discussion in 'Journals' started by destriero, Jun 29, 2018.

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  1. destriero

    destriero

    PNL on the day is eyeballing $1,500.
     
    #61     Jun 29, 2018
  2. vanzandt

    vanzandt

    Just the bid size and ask size... it was like 60/70... whatever it was 25 was nothing.
    I don't know how you'll calculate EOD totals though, sometimes one or the other settles way off. I don't think midpoint is accurate after the close on some of these. EG the b/a on those SYMC calls is 1.62/2.67.
     
    Last edited: Jun 29, 2018
    #62     Jun 29, 2018
  3. mukoh

    mukoh

    @destriero do you like to hold for weekend? Usually abstain myself for the monday surprises
     
    #63     Jun 29, 2018
  4. destriero

    destriero

    VZ1: L 100 BAC Jul6 29C from 0.34 EOD 0.10x0.11 ($2,400)
    VZ2: L 20 CGC Jul20 25C from 5.00 EOD 4.30x4.80 ($900)
    VZ3: L 25 VMC Aug17 135P from 8.40 EOD 7.80x8.40 ($750)
    VZ4: L 30 SYMC Aug17 $19C from 2.00 EOD 1.62x2.67 $450

    EOD in the box: $3,600 MTM loss.

    Don't worry; doing mine as well.
     
    #64     Jun 29, 2018
  5. destriero

    destriero

    I do. I went long the SPY puts and SPX fly for any muted (sic) downside surprise. I won't get hurt much on the upside on the SPX.
     
    #65     Jun 29, 2018
  6. destriero

    destriero

    DESTVZ1: L 4 GOOGL Jul6 1087/1125/1200 231 puts from 43.75 EOD 43.55 ($80)
    DESTVZ2: L 20 TSLA Jul6/13 340 put calendar from 3.48 EOD 3.58 $200
    DESTVZ3: L 10 AAPL Jul6 180/185/195 in puts from 5.87 EOD 6.30 $430
    DESTVZ4: S 4 SPX Jul9 2650/2680/2770/2800 iron from (6.45) EOD 6.20 $100
    DESTVZ5: L 12 SPX Jul3/9 2715 put calendar from 7.8 EOD 8.55 $900
    DESTVZ6: L 10 SPY Jul9 272 puts from 1.95 EOD 2.33 $380
    DESTVZ7: L 3 SPX Jul9 2675/2700/2750 231 in puts from 10.75 EOD 11.70 $285

    $2,215 gain EOD Friday June 29, 2018
     
    #66     Jun 29, 2018
  7. destriero

    destriero

    June 29, 2018

    Day 1 competition MTM PNL:

    Vanzandt: ($3,600) loss (3.6%)
    Destriero: $2,215 gain 2.2%
     
    #67     Jun 29, 2018
  8. destriero

    destriero

    Summary (IMO): Vanzandt bought the morning rally and failed to adjust into the EOW profit-taking. VMC held up into the close, but will probably follow market lower (if we go lower) on Monday. His BAC calls are dead, so may as well let them ride. Again, my opinion.

    I was leaning slightly short all day. Not enough to feel comfortable as I expected a mild selloff, but did not expect to see the entirety of the gains evaporate. I toyed with the idea of going pure-ATM with the SPX bear flies, but they still did well. Overall fairly pleased with the day especially in light of the mark down of vol into the weekend. More gains on Monday are expected unless we take a big dump.

    I was forecasting an inside day for Monday, but closing near the lows nixxed that. You cannot expect any appreciable selloff into the July 4 week, absent geopolitical/macro news.

    dest
     
    #68     Jun 29, 2018
  9. My prediction for July ..... Vanzandt's long calls will outperform Destriero's flies. The market will rally into earnings.

    Vanzandt must stay the course and buy calls - do not waver. My advice is to switch to FANG stocks - such as FB, NFLX, GOOGL, AMZN, TSLA, QQQ, and perhaps AAPL.

    Good luck

    EDIT: The race to 1 trillion dollar market cap is still on.
     
    #69     Jun 29, 2018
  10. destriero

    destriero

    My stuff will be gone weeks before the reports.
     
    #70     Jun 29, 2018
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