Customized Spreadsheet for Trading

jfsrevg
11-11

I don’t share the base template of my spreadsheet because there are already many good, more automated ones available, particularly Google Sheets-based (mine is Excel and a little simplified some may find😅)

However, what I strongly recommend is building a spreadsheet tailored to your own trading history and statistics. If you're a low win-rate but high RRR trader like me, the focus should be on improving your losing trades—cutting them quickly and sequentially before hitting the intended stop loss.

I wrote often about a simple 33%/66% stop loss accompanied by 33% sizing out at each level I swear by because it's the only optimal solution I could find through the years to enhance R loss reduction but also not destroy profit potential from cutting sizes out too early.

By reducing your net R loss after costs to below 0.7-0.8, avoiding substantial slippage from exiting too many shares at a single price point in illiquid stocks, and controlling your losing R in this way, one well-executed trade with an ORH setup can easily turn into a 3-5R winner within a single day if you obey to execution at a threshold % below LoD of ATR of each stock implied volatility.

The only trade that met my criteria on Friday was $SPDR S&P Aerospace & Defense ETF(XAR)$ , which easily covered my full losses in $Futu Holdings Limited(FUTU)$ $Global X Lithium & Battery Tech ETF(LIT)$, and a few other stops from the week with a net unrealized profit. It's really about law of large number, and controlling the result from worse case scenario.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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