Verisimi

Discussion in 'Journals' started by Pekelo, Jan 2, 2007.

  1. Pekelo,

    Previously you posted that 14 points against you is roughly 1% of your equity.

    Considering the above trade I'm wondering , out of curiosity, what kind of maximum heat you are prepared to take ? Last week it got to the 5% range in heat.

    Best of luck on the reversal.

    Anek
     
    #121     Jul 31, 2007
  2. Pekelo

    Pekelo

    Obviously I picked the wrong week to play it lazy and just stay long without concern which way the market goes and by how much.

    The question is good and I shold have used a 5 ES point stop loss. I have already been using it when shorting, but being long and falling just means that I am falling WITH the market, thus mimicing its movement. But honestly, I wasn't expecting so much fall so fast.

    Nevertheless a more sensitive money management would have been better. One reason I didn't worry much because:

    1. Annual goal was already achieved.
    2. I can always start using the 2nd unit making the leverage 1:2...
    3. I was losing from decent gains. (well, stupid)

    At this point I am contemplating if I should just ride the waves and making only a few trades. (Boring!!)

    or

    If I should play it more actively with 2 units, which is more exciting but also riskier. Since I don't like boring, most likely I will do this later one.

    Oh yes, as a short answer to the question, I would have got out of long had the market gone down to zero YTD. Thus the fund is not allowed to LOSE money... :)
     
    #122     Jul 31, 2007
  3. Pekelo,

    Thank you the detailed response.

    Good trading to you.

    Anek
     
    #123     Jul 31, 2007
  4. Still holding this long?? If you are, what made you stay even though the position was almost 100 points against you????
     
    #124     Aug 7, 2007
  5. Pekelo

    Pekelo

    I am planning to get out above 1490. I should have covered today at 1490 but was busy with something else.
    The reason why I am still in the trade was explained in the post above. The goal of the journal was already achieved and as long as I am fluctuating WITH the market but still outperforming it, I am OK.(Name of the Journal is Verisimi, meaning it supposed to mimic the market)
    Lately I have been busy with other things, once September is here, I will trade it more frequently. I know I missed lots of the volatility and the opportunities, but this journal is/was mostly a TEST of my idea: How to outperform the market in the possible simplest way....

    Those hotshots at the Bear Stern hedgefunds sure envy my fund's app. 4+4% YTD performance... :)

    P.S.: Let's say I go short tomorrow and the ES drops 30 points. That is 60 points difference relative to the market, and would mean an immediatelly 4.2% outperformance. Then I could really close the thread...
     
    #125     Aug 7, 2007
  6. So basically this trade just "doesn't count"? Wish it worked like that in the real world.
     
    #126     Aug 8, 2007
  7. Pekelo

    Pekelo

    No, it counts. Why wouldn't it? I never said anything like that....

    Getting out at 1504, closing the position...
     
    #127     Aug 8, 2007
  8. Pekelo

    Pekelo

    For the record, I was up 106.5 before I took this long position and went for this wild ride. I got out with a 21 pts loss, so YTD I am up 85.5 pts currently, or 6%.

    The market is up 5.6% YTD., I am up 6% from trading and 4 % from the CDs, so currently beating the market by 4+%...

    From now on EVERY position long or short will have an automatic 5 pts stop loss, unless otherwise noted...
     
    #128     Aug 8, 2007
  9. balda

    balda

    Which bank pays 4% on a CD in 7 months?
     
    #129     Aug 9, 2007
  10. Pekelo

    Pekelo

    That is accounted for the whole year.

    Market update: Futures dropped heavy overnight, currently down 14 points at 1489 (finally I got out at a very good moment), so if we open here, would I go long, my outperformance would be 1% higher right now compared to yesterday.....
     
    #130     Aug 9, 2007