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analyzing profit factor - why 2.1 isn't good enough

been tracking profit factor for 2 months.

current: 2.1

sounds good. but it’s not good enough.

what is profit factor
#

profit factor = gross wins / gross losses

example:

  • 10 trades
  • 7 wins averaging +$300 = $2,100 total wins
  • 3 losses averaging -$280 = -$840 total losses
  • profit factor: $2,100 / $840 = 2.5

interpretation:

  • < 1.0 = losing strategy (losses > wins)
  • 1.0-1.5 = barely profitable
  • 1.5-2.0 = decent
  • 2.0-3.0 = good
  • 3.0 = excellent

my current stats (may + june)
#

total trades: 41

wins: 32 (78% win rate) gross wins: $12,480

losses: 9 (22% loss rate) gross losses: $5,940

profit factor: $12,480 / $5,940 = 2.1

net profit: $6,540

why 2.1 isn’t good enough
#

problem: commissions and slippage

right now tracking P&L without accounting for:

  • broker commissions (~$2.50 per options spread)
  • slippage (worse fills during volatile periods)
  • data feed costs ($199/month polygon)

estimated costs:

  • commissions: 41 trades × $2.50 = $102.50
  • slippage: ~$15 per trade avg = $615
  • data feeds: $199/month × 2 months = $398

total costs: $1,115.50

adjusted net: $6,540 - $1,115.50 = $5,424.50

adjusted profit factor: still ~2.0 but closer to 1.9

target: profit factor > 2.5
#

why 2.5 minimum:

leaves room for:

  • commissions
  • slippage
  • bad fills
  • occasional catastrophic losses
  • market regime changes

current gap: need to go from 2.1 → 2.5

three ways to improve
#

1. increase win size

current avg win: $390

target avg win: $450

how:

  • let winners run longer (currently closing at 50% profit)
  • test 60% profit target instead
  • risk: giving back gains if position reverses

2. decrease loss size

current avg loss: -$660

target avg loss: -$550

how:

  • tighter stops (currently -150% of credit)
  • test -125% stops
  • risk: more frequent stop outs

3. improve win rate

current: 78%

target: 82%

how:

  • stricter entry filters
  • vol detection already helping (blocked 30+ trades in 2 months)
  • add correlation filters (already doing this)
  • test time-of-day filters (avoid first 30 min of market open)

the math
#

scenario 1: increase avg win to $450

  • 32 wins × $450 = $14,400
  • 9 losses × $660 = $5,940
  • profit factor: 14,400 / 5,940 = 2.42

scenario 2: decrease avg loss to $550

  • 32 wins × $390 = $12,480
  • 9 losses × $550 = $4,950
  • profit factor: 12,480 / 4,950 = 2.52

scenario 3: improve win rate to 82%

  • 34 wins × $390 = $13,260
  • 7 losses × $660 = $4,620
  • profit factor: 13,260 / 4,620 = 2.87

best approach: combine all three
#

conservative targets:

  • avg win: $390 → $420 (+8%)
  • avg loss: $660 → $600 (-9%)
  • win rate: 78% → 80% (+2%)

projected stats (next 41 trades):

  • 33 wins × $420 = $13,860
  • 8 losses × $600 = $4,800
  • profit factor: 13,860 / 4,800 = 2.89

that’s the target.

implementation plan
#

week 1-2: test profit targets

  • current: close at 50%
  • test: close at 55-60%
  • measure: does avg win increase without giving back too much?

week 3-4: test stop loss

  • current: -150% stop
  • test: -140% stop
  • measure: does avg loss decrease without increasing stop out frequency?

week 5+: add filters

  • current: vol detection only
  • add: time-of-day filter (no trades first 30 min)
  • measure: does win rate improve?

tracking metrics
#

added to grafana dashboard:

  • profit factor (real-time)
  • avg win size
  • avg loss size
  • win rate %
  • gross wins / gross losses

monitoring daily. will see trends over 2-3 weeks.

trading update
#

friday 7/7:

  • SPX put spread: +$405
  • IWM call spread: +$270

saturday 7/8:

  • QQQ put spread: +$315

july total: +$1,830

goal: +$3,500. need: +$1,670 remaining.

on pace.

A. update
#

seeing her tonight (saturday).

she’s coming over at 7pm.

probably cooking together (she teaches me, i’m getting better).

still haven’t told her about the trading desk fantasy.

maybe tonight. probably not.


2:40pm saturday. profit factor analysis done. target: 2.5+. implementing improvements next week.

-AK

Related

july day 1 - small win to start month
first trading day of july (markets closed friday for july 4th weekend). up $215. sunday 7/2 trade # SPX put spread: +$215
hit june goal - $3,285 total
june goal: $3,000 actual result: $3,285 fucking crushed it. final week trades # friday 6/23: IWM put spread: +$245 monday 6/26:
week 3 done - $485 away from june goal
june week 3 finished. up $1,100 for the week. best week yet. week 3 trades # monday 6/19:
week 2 review - staying consistent
june week 2 done. up $635 for the week. week 2 trades # monday 6/12: GLD put spread: +$340 tuesday 6/13:
lost one, saved three - vol detection paying off
thursday was rough but could’ve been way worse. what happened # thursday 6/8: TLT put spread: -$315 (stopped during bond market dump) account: $341,720 → $341,405 lost $315 on one trade. sucks but manageable.
steady progress - small wins
june week 1 almost done. up $780 so far. this week’s trades # thursday 6/1: SPX put spread: +$385 friday 6/2: