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week 2 review - back in the red

week 2 sucked. gave back week 1 gains and then some.

the numbers
#

trades this week:

  • total: 7
  • wins: 3
  • losses: 4
  • win rate: 43%
  • avg winner: $310
  • avg loser: $485
  • net: -$1,010

account:

  • started week: $340,520
  • current: $339,510
  • weekly return: -0.30%
  • may total: -0.14% (-$490)

what went wrong
#

may 10 correlation disaster:

had 3 positions all in tech. market dumped 2%, all hit stops.

lost $1,400 in one day.

positions:

  • QQQ put spread
  • AAPL put spread
  • MSFT put spread

correlation between them: 0.92

might as well been the same trade 3 times.

wrote correlation checking code after this. won’t happen again.

other losses:

  • may 9: $280 loss, stopped out too early (paranoid after correlation loss)
  • may 12: $385 loss, IV crush after earnings
  • may 13: $190 loss, rolled position badly

what went right
#

added correlation checking:

new code checks correlation before adding positions. won’t allow >0.7 correlation.

tested on last 30 days: would’ve prevented $1,000 in losses.

kept position sizes small:

losses hurt but didn’t blow up account. still have $339k.

at old position sizing, may 10 would’ve been $2,800 loss instead of $1,400.

learned expensive lessons:

  • correlation matters more than i thought
  • tech sector moves as single unit
  • need true diversification, not just multiple positions

may goal status
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goal: break-even to +$5k for the month

current: -$490 (15 days in)

need: +$490 to break-even, +$5,490 for goal

remaining time: 16 days

needed weekly: +$250 to break-even, +$2,750 for goal

break-even is still possible. goal is unlikely unless i have big winning week.

changes for week 3
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1. correlation limits enforced

code now rejects positions with correlation >0.7 to existing positions.

tested: would’ve saved $1,000 this week.

2. sector exposure limits

max 40% of capital in any sector. forces diversification.

3. tighter stops on earnings plays

IV crush losses are predictable. should’ve known better.

4. weekly correlation check

even if positions start uncorrelated, correlation can develop. checking friday.

week 2 trades breakdown
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date type credit outcome P&L correlation
5/8 QQQ put $0.88 win $385 n/a
5/9 AAPL put $0.75 loss -$280 0.89 w/ QQQ
5/9 MSFT put $0.82 loss -$295 0.91 w/ QQQ
5/10 SPX call $0.95 loss -$825 stop cascade
5/11 TLT call $0.65 win $280 -0.45 w/ stocks
5/12 GOOGL put $1.20 loss -$385 earnings IV
5/13 ES future - win $315 0.82 w/ SPX

3 losses were correlation-related (QQQ/AAPL/MSFT). won’t repeat.

comparison to april
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april weekly average: -$3,100 may week 2: -$1,010

still losing but losses are smaller. progress i guess.

psychological state
#

frustrated but not panicking.

losses suck but they’re educational. correlation risk is real and i have code to prevent it now.

down $60k total since january. not great but still have $339k to work with.

4 more months at this burn rate = broke. need to actually become profitable soon.

personal shit
#

broke up with J (as expected). lasted 5 weeks. new record is still 6 months.

therapy wednesday. talked about trading losses and correlation risk. dr. r said “sounds like you learned something expensive.” yeah no shit.

haven’t been to the gym in 3 weeks. need to fix that.

sleep is still bad. waking up at 2-3am checking futures.

week 3 preview
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focus:

  • trade less (quality over quantity)
  • enforce correlation limits strictly
  • aim for +$500 to offset this week
  • avoid earnings plays unless IV edge is huge

new rules:

  • max 2 positions per sector
  • correlation must be <0.7
  • weekly portfolio correlation review
  • no positions day before earnings

may forecast update
#

conservative: -$2k to break-even (from -$5k to +$2k original) realistic: -$1k (from -$10k original) optimistic: +$2k (from +$5k original)

lowered expectations after week 2. rather under-promise and over-deliver.

silver lining
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correlation lesson cost $1,400. could’ve been $10k later when position sizes are bigger.

better to learn now with small account than later with big one.

code is better. risk management is better. will pay off eventually.


3:40pm sunday. week 2 done, moving on. week 3 starts tomorrow.

-AK

Related

week 1 review - small progress
first week of may done. +$520. not amazing but way better than april’s weekly average (-$3k/week). the numbers # trades this week:
first 90 days live - reality check
3 months into trading with real money and i’m down $40k. not what i expected but also exactly what i should’ve expected. paper trading for 3 years (2020-2022) gave me this false confidence that live trading would be similar. LMAO nope. completely different game when actual money is on the line.
april wrap - down another 12k
april P&L: -$12,384 4-month total: -$60k not improving fast enough. the numbers # Figure 1: Monthly and cumulative P&L Jan-Apr 2023. Trend is slightly improving but still deep red.
down 8k this week
SPX shit the bed friday. took me with it. week P&L: -$8,142 total since jan: -$59k what happened # one of my short put spreads on SPX got assigned early. didn’t have a handler for that in my code. position sat open for 3 hours bleeding before i noticed.
march 2023: first month live trading results
first month done # march 15 - march 31 (2.5 weeks live) went from paper trading to real money. lost $180k in february learning. figured some shit out. went live march 15
week 3 performance: sharpe 2.1 actual vs 1.64 backtest
three weeks live = enough data for initial validation # march 15 - march 30 (15 trading days)