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november wrap - full recovery achieved, now what

november done.

full recovery achieved.

back to sept peak.

final week november (nov 27-28)
#

monday 11/27: 3 trades, 3 wins. +$1,420

tuesday 11/28: 3 trades, 2 wins. +$980

week 4 total (2 days): +$2,400

november final numbers
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starting balance (nov 1): $339,080

ending balance (nov 28): $362,560

november gain: +$23,480 (+6.92%)

september peak: $362,120

exceeded sept peak by: +$440

full recovery achieved.

November Account Recovery

Figure 1: November recovery from $339k to $362k. Recovered from Oct bottom ($334,780) and exceeded Sept peak ($362,120). 6-week systematic recovery at 84% win rate.

monthly breakdown
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week 1 (nov 2-7): +$3,800

week 2 (nov 8-14): +$4,150

week 3 (nov 15-21): +$8,180

week 4 (nov 22-28): +$7,350 (short week thanksgiving)

total: +$23,480

original target: +$5,000

beat target by: 4.7x

November Weekly Performance

Figure 2: Weekly profit breakdown for November. Week 3 highest at $8,180 after ramping to full 0.5% risk. All weeks beat pro-rated target ($1,250/week). Consistency across all four weeks.

win rate november
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total trades: 67

wins: 56

losses: 11

win rate: 84%

profit factor: 3.6

average R-multiple: 2.4

best month since starting real money trading.

strategy performance
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mean reversion:

  • 41 trades, 36 wins (88%)
  • net: +$16,840
  • primary edge

momentum:

  • 26 trades, 20 wins (77%)
  • net: +$6,640
  • secondary edge

November Strategy Comparison

Figure 3: Strategy performance breakdown. Mean reversion dominated with 88% win rate and $16,840 profit (72% of total). Momentum secondary at 77% win rate. Both strategies profitable, proper allocation.

comparing disaster to recovery
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sept 24 - oct 10 (disaster period):

  • -$28,000 in 2 weeks
  • 12% win rate
  • emotional chaos
  • oversized positions
  • ignored stops
  • revenge trading

oct 19 - nov 28 (recovery period):

  • +$28,700 in 6 weeks
  • 84% win rate
  • stable routine
  • proper position sizing
  • stops enforced
  • systematic execution

exact same strategies.

difference: mental stability.

what changed
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environment:

disaster: alone, chaotic, no sleep, no routine

recovery: living with A., stable schedule, consistent sleep

execution:

disaster: emotional sizing, ignored rules, revenge trading

recovery: systematic sizing, followed rules, no revenge

mindset:

disaster: desperate to recover, each loss = panic

recovery: patient process, each loss = data point

the living together factor
#

moved in: nov 1 (beginning of recovery month)

correlation: undeniable

why it works:

  • wake up same time daily (4am)
  • breakfast together after trading (10am)
  • separate workspaces (no interference)
  • dinner together (7pm)
  • routine locked in
  • emotional support when needed
  • she doesn’t need me to be perfect

first time stability = performance.

position sizing progression
#

nov 1-15: 0.25% risk per trade (conservative recovery)

nov 16-30: 0.5% risk per trade (full size)

result: consistency maintained at both levels

december plan: stay at 0.5% risk baseline

filters saved me
#

blocked trades november: 47

estimated saves: ~$8,000

passing 70% of potential setups.

only taking A+ entries.

patience = preservation.

therapy insight
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dr. r (last week): “you’ve recovered your account. how do you feel?”

me: “relieved. but also scared.”

dr. r: “scared of what?”

me: “fucking it up again. september disaster was brutal.”

dr. r: “what’s different now?”

me: “everything. routine. A. living with me. not alone anymore.”

dr. r: “and if you have a losing month?”

me: “…i don’t know.”

dr. r: “that’s the work. trusting the system when it’s not working. staying stable through volatility.”

she’s right.

recovered account = phase 1.

maintaining through drawdowns = phase 2.

december challenges ahead
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holiday season:

light volume (dec 24-jan 2 really dead)

choppy markets

fewer quality setups

parents’ death anniversary:

dec 31 = 1 year since they died

already feeling it build

going to be emotional

psychological risk:

overconfidence from recovery

taking bigger risks

loosening discipline

december plan
#

trading:

maintain 0.5% risk per trade

expect lower win rate (market conditions)

reduce trading last 2 weeks december (holidays)

target: +$5k month (conservative given conditions)

psychological:

3-loss circuit breaker active

no revenge trading

maintain routine

anniversary:

dec 31 = no trading that day

take time to grieve

A. will be there

reflection on november
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started month: living alone, account down $23k, desperate to recover

ended month: living with A., account recovered, stable routine

key insight: stability enables performance

what worked:

  • moving in together = routine
  • 0.25% risk ramp = confidence building
  • filters = preservation
  • therapy = processing grief
  • A. = emotional support

what didn’t work:

nothing. everything worked.

first month where every piece aligned.

looking ahead
#

december: lower expectations, holiday season, anniversary approaching

january: fresh start, new year, consistent baseline

long-term: avoid september disasters, monthly consistency

tonight
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sitting at desk.

account at $362,560.

recovered from $334,780 bottom.

+$28,000 recovery in 6 weeks.

A. asleep in bedroom.

apartment quiet.

first time since parents died that everything feels… stable.


3:20am wednesday. november done. +$23,480 (+6.92%). full recovery achieved. 84% win rate. beat target by 4.7x. first month everything aligned. december starting. holiday season ahead. anniversary approaching. maintaining stability = new challenge.

-AK

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