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Trading Reviews

By Dave Mabe

It's a new year and a natural time to review your trading results.

Some of the most productive ways to improve come from periodic analysis of your aggregate trading results.

Here's a list of ways to improve your trading by doing a review.

  • Figure out how to make more trades from an already profitable system

  • Take fewer but more profitable trades from a system

  • Automate your reporting so you don't have to collect and parse a lot of data to get it in a format to make smart decisions

  • Review your best trades to figure out how to take them with bigger size

  • Review your worst trades to figure out how to weed them out or minimize their impact

  • Take more size in the strategies that are working well

  • Look at trades outside your strategy's trading rules - are there ways to trade them profitably?

  • Look at the time it took to create your most recent profitable strategy - how could you reduce that time by 75%?

  • What are the bottlenecks in your trading business? How can you eliminate them?

  • Did you make emotional decisions in your trading in the past year? Did they end up helping or hurting your results?

  • Is there tail risk in your strategy that you might not be considering?

  • How often did you run out of buying power in the last year? If the answer is not very often, then consider moving some money to allocate elsewhere

  • What would your results look like if you added a strategy that traded more often and had better results? Create it.

  • If you could go back and get a redo of the last year, what would you have done differently?

What else did I miss?