Investagrams Virtual Port Week 1 (July 3, 2018)

I started a virtual port with investagrams yesterday, July 3, 2018 with 50,000 capital. I'll go step-by-step on how I went about purchasing the stocks so you can follow.

Step 1.) Import the Momentum Rank 7-29-2018 list into the MOMENTUM Dashboard. Simply copy and paste all the data from the Momentum Rank list into the provided area in the Dashboard. I do it by selecting all the cells in the Momentum Rank, then I go to the Dashboard, click cell A1 and paste or CTRL + V.

You can access the Dashboard and Momentum Rank sheets in the FB group: https://goo.gl/Wxg7zv

After that, copy or type down the stocks from column A into column F as shown below (click image to enlarge):

Step 2.) Determine the position size to be purchased by using the Boardlot table in columns V to Y. The sizes are based on 3 things: 

• ATR or volatility (column I. System generated.)
• Risk Factor (I used 0.004 in this case, in cell P2. Manual input)
• Capital size (50,000 for the virtual port in cell P1. Manual input)

For example, IRC has an ATR Size (cell  K2) of 1,965. Based on the boardlot table, IRC's price of 1.39 per share will allow us to buy 1,000 shares per lot. So I put down 1,000 shares in column L (Actual Size to Buy). I also do this for RWM.

For JAS however, the boardlot size is larger than the allowed ATR size, so we do not buy any shares with JAS since doing so would exceed the volatility sizing allowed by the system.

We continue to do this until we run out of money/ capital, which in this case means we can only purchase 200 shares of WLCON.

Step 3.) Per purchase, I copy down my entry price for tracking purposes. I then update my record in columns O to Q.

Step 4.) Next I copy columns F to N (those only with entries, as selected and shown below).

Step 5.) And I go to the Action Taken sheet and paste it there (see below).

This acts as my trading journal. If you need a reminder of the buy and sell rules, you can just click the Buy Sell Cut Rules sheet.

And that's all there is to it! Current portfolio performance as of this writing can be seen below.

After End-Of-Day, I will check the port if there is any stock that went below -10%. If there are, I will immediately sell the stock in the next day's open. With the freed up capital, I won't make any purchases until the next stock rebalancing which occurs on Mondays.

If you have any further questions, just join the Weekend Traders FB group.

God bless!