Investagrams Virtual Port Week 3 (July 16, 2018)

The following actions have been taken with our portfolio in the past week:

• Sold IRC last 7-11-2018 due to it violating our hard stop loss of -10%. Added to blacklist.
• Sold MHC last 7-13-2018 due to it violating our hard stop loss and ended at -14% EOD. Added to blacklist.
• Will sell LMG on Monday, 7-16-2018 because it is no longer in the momentum ranks list.

With the freed up capital, we will be making new purchases.

• ISM - no good since ATR position size states to buy only 795 shares, but at 2.75 pesos, minimum boardlot is at 1,000 shares. Pass for now.
• WIN - same as ISM. ATR position size is below minimum boardlot. Pass.
• ORE - will buy 2,000 shares come Monday's open.
• ANI - will buy 500 shares on Monday's open. Although ATR position size states 700 shares, however we have run out of capital and can only buy 500 shares. As I was buying the shares on Monday, 7-16-2018, I forgot that we already had 600 shares of ANI, so I moved on to the next stock in the list.
• HOUSE - bought 1,100 shares at 7.25.

Below is a photo of the updated Dashboard (click to enlarge).

Since Week 1, two weeks have passed (Week 1 to 2, then Week 2 to 3). Week 2 to 3 was rather bumpy, but our portfolio is still up by 2.51%.

Let's see what Week 3 to 4 brings.

Also, if it would be your first time entering, and you see IRC and MHC in my blacklist yet they both are still in the Momentum Ranks, should you buy them? The answer is yes. Your entry price would be different from mine, i.e. lower. What matters here is the momentum and how the stock adheres to that momentum without violating the trend.

Caveat and God Bless!

Investagrams Virtual Port Week 2 (July 10, 2018)

Week 2 with our Investagrams Virtual Port shows that we are up by 4.74% (click on photo below to enlarge). Nice and steady, nice and slow, nice and systematic.

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

Or you can access them thru my google drive: https://goo.gl/DjQbrX

Since I was attending a wedding from July 5 to July 9 in Guiuan, Samar, I wasn't able to perform my weekly rebalancing check over the weekend. I still can't believe I was made into a Ninong...my golly, I'm that old na pala? Toink.

After copying the Momentum Rank 7-09-2018 into my MOMENTUM Dashboard, I saw that no action was necessary since all stocks purchased in week 1 were still

• in the momentum ranks list.
• did not go -10% or below.

So no stop losses were necessary. I merely updated my column P to R to reflect that I had performed my duty as of July 10, 2018 stock rebalancing, and copy and pasted the active cells in my column F to N to update my journal/ trade history.

Anyway,  it can happen. Whether it be a family emergency or you are on a business trip, or attending a 3-day conference. Did it matter that I skipped a day, in the immediate short term, yes. But in the long-term, NO. Our portolio is up and doing well.

I checked the port on Saturday  and saw IRC and....I think it was MHC, were down -9.35%. I wasn't concerned because our position was volatility based and a -9% drawdown was only -200++ pesos. At that time, ATI was also up by 20%++. Was I ecstatic? No. Because one stock's performance should never cloud your judgement over the entire portfolio. That's the beauty of systematic portfolio based trading since you are looking at the big picture all the time.

Like I always said before, I am not criticizing discretionary traders. These guys make the big bucks by being full-time traders earning 6 digits over a span of a quarter or even a month. They are living the dream.

I wish I can be like them, but I know myself and being married and preparing for a child, I cannot allow myself not to have a stable income from a job.

If you're like me who wants more than your fair share of the market, then do this system. If you think the system is too complicated, read John C. Bogle's book titled: The Little Book of Common Sense Investing. Focus on buying Index Equity Funds which have the lowest cost, or simply buy FMETF using peso cost averaging.

If you can read charts, then a better approach would be to buy FMETF if the index is above the SMA200, and sell once the index goes below it.

Either way, reading too many books, and joining too many fb groups can just increase noise for you and make you forget the Mission which is to make your money grow above inflation. If you're like me who has a job and can't be a full-time trader, acknowledge that fact. Accept it. And make the best out of the cards that you have.

Caveat and God Bless.

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!