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week 2 november - crushed target, ramping risk tomorrow

week 2 done.

crushed target.

ramping risk tomorrow.

week 2 trades (nov 8-14)
#

wednesday 11/8: 3 trades, 2 wins. +$690

thursday 11/9: 2 trades, 2 wins. +$1,060

friday 11/10: market closed (veterans day)

monday 11/13: 4 trades, 3 wins. +$980

tuesday 11/14: 3 trades, 3 wins. +$1,420

week total: +$4,150

account progression
#

nov 7 (week 1 end): $342,880

nov 14 (week 2 end): $347,030

november gain: +$7,950 (+2.34%)

recovery status
#

sept peak: $362,120

current: $347,030

still down: -$15,090 (-4.2%)

recovered from oct bottom: +$12,250 (3.7%)

at this pace: full recovery in 3 weeks

target performance
#

original week 2 target: +$2,500

actual result: +$4,150

beat target by: 66%

week 1: +$3,800

week 2: +$4,150

november total: +$7,950 (target was $5k month)

already exceeded monthly target with 2 weeks left.

win rate maintaining
#

week 2: 12 trades, 10 wins (83%)

combined weeks 1-2: 26 trades, 22 wins (85%)

profit factor: 3.4

average R-multiple: 2.3

consistency holding.

strategy breakdown (week 2)
#

mean reversion (7 trades):

  • 6 wins, 1 loss (86%)
  • net: +$2,890
  • SPX/QQQ options, TLT bonds crushing

momentum (5 trades):

  • 4 wins, 1 loss (80%)
  • net: +$1,260
  • ES/NQ futures solid

what’s working
#

1. filter discipline

blocked 11 potential trades this week.

estimated saves: ~$1,800.

patience = profit.

2. proper setup selection

only taking A+ setups.

passing 75% of potential entries.

quality over quantity.

3. stable routine

living with A. = consistent schedule.

wake 4am, trade, breakfast together 10am, code all day, dinner 7pm.

no chaos. just execution.

4. position sizing

still at 0.25% risk through today.

conservative but proving consistency.

tomorrow (nov 15): final day at 0.25%.

thursday (nov 16): ramp to 0.5% risk.

risk ramp criteria met
#

target win rate: >70%

actual: 85% (beat target)

no losing streaks: check

emotional stability: check (living together working)

routine solid: check

all criteria met.

ramping to 0.5% risk thursday.

november targets updated
#

original target: +$5k month

current progress: +$7,950 (week 2 of 4)

new projection: +$12-15k month if continues

full recovery ($362k): possible by december if pace holds

next week plan (nov 15-21)
#

wednesday 11/15: final day 0.25% risk

thursday 11/16: ramp to 0.5% risk

thanksgiving week: nov 20-24 (market closed thursday, short friday)

focus: maintain consistency at higher risk level

comparing to disaster period
#

sept 24 - oct 10 (disaster):

  • -$28,000 in 2 weeks
  • 12% win rate
  • emotional chaos

oct 19 - nov 14 (recovery):

  • +$12,250 in 4 weeks
  • 85% win rate
  • stable routine

difference: mental stability = consistent edge

what changed
#

mindset:

disaster: revenge trading, emotional, desperate

recovery: patient, selective, systematic

execution:

disaster: oversized positions, ignored stops

recovery: proper sizing, stops enforced religiously

environment:

disaster: alone, chaotic, no sleep

recovery: living with A., stable schedule, sleeping normal

the 3-loss circuit breaker

haven’t needed it.

longest losing streak: 1 trade.

knowing it exists prevents behavior that would trigger it.

permanent rule.

looking ahead
#

tomorrow (wed 11/15): final day 0.25% risk

thursday (nov 16): double position size to 0.5% risk

psychological challenge: don’t overtrade at new size

strategy: same setups, bigger size, same discipline

reflection
#

2 weeks living together.

2 weeks best trading since early september.

correlation clear.

routine + stability = performance.


2:33am wednesday. week 2 november done. +$4,150. beat target by 66%. 85% win rate. ramping to 0.5% risk thursday. $15k from full recovery.

-AK

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