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week 3 july review - steady summer progress

week 3 done.

steady progress.

summer grinding continues.

week 3 numbers
#

starting (jul 14): $472,940

ending (jul 20): $474,920

week gain: +$1,980 (+0.42%)

trades: 6

wins: 5

losses: 1

win rate: 83%

trade breakdown
#

options (5 trades): +$1,720

SPX: 3 trades, +$1,180

QQQ: 2 trades, +$540

crypto (1 trade): +$260

BTC: 1 trade, +$260 (momentum continuation)

the loss
#

friday jul 18:

QQQ call spread

  • tech earnings next week (TSLA, GOOGL)
  • volatility priced in early
  • closed at 120% loss
  • damage: -$290

note:

smaller loss this week. position sizing working.

conditions
#

avg VIX: 15.8 (slightly elevated - earnings anticipation)

volume: 3.2M contracts (typical summer)

slippage: 2.1 ticks (stable)

regime: transitioning to medium vol

earnings season incoming.

crypto
#

BTC holding above 68k.

momentum strategy produced one trade.

waiting for clear trend before adding more.

account status
#

current: $474,920

ytd: +$37,120 (+8.46%)

july: +$5,480 (+1.17%)

vs target: tracking well (target +1.5% to +1.8%)

one week left.

week 4 expectations
#

big earnings week:

  • tuesday: GOOGL, TSLA
  • thursday: META

volatility will increase.

may reduce position sizes.

target: +$1,500 to +$2,000

conservative into earnings.

tonight
#

week 3 july complete. +$1,980 (+0.42%) across 6 trades. 83% win rate. one loss (-$290 on QQQ pre-earnings). options +$1,720, crypto +$260. VIX rising (earnings anticipation). account $474,920, ytd +8.46%. july +$5,480 (+1.17%). earnings week ahead - staying conservative.


2:24am sunday. week 3 july review. +$1,980 across 6 trades, 83% win rate. one QQQ loss (-$290) on pre-earnings vol. account $474,920, ytd +8.46%. july at +1.17% with one week left. big earnings week ahead (GOOGL, TSLA, META). staying conservative.

-AK

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