September Performance Review

September Performance Review
Photo by MARIOLA GROBELSKA / Unsplash

Second month as a full-time trader.

September goals were set here: https://stockbee.biz/tweet/593220/#comments

Trading: was tough; I lost, then made, then lost…but I learned a lot. Considering it was a problematic trading month, I am happy I lost just $200. Standard newbie level on my side. Not able to keep the profit. However, learning goes well, and I am not discouraged.

Education:

  • Continue to build Engine 2 (MB 2Lynch): 1-15 September —- DONE
  • Start working on Engine 1 (NTRT MTRT): 15 September - 31 October to prepare for November earnings season. — EP Deep Dive on 3500 tickers Done. Excellent progress. The results of the EP will be shared within a couple of days. Possibly my best research so far.
  • Master your master.
  • EG - I watched around 35h+ of video courses this month
  • KQ - 25h of courses. It would be best if you watched all this channel, in my opinion: https://www.youtube.com/channel/UCgTB-MwzRwsX9uFytO3a4QQ
  • Build A+ Setup File - MB 2lynch - 273 Slides so far, will continue to collect A+ setups. - Not finished.
  • Learn Fundamentals 101 - not in great depth yet. Still, I will focus on refreshing knowledge related to financial terminologies, such as EPS, GAAP, Balance sheet, Company value, etc., so that I can quickly evaluate company fundamentals when looking at data in Koyfin.  - Not started.
  • Read the book: Trade the trader- I was not impressed after all I had read so far and learned from EG.

Innovation:

Improve the trading desk setup- buy an extra monitor; the goal is to have 1- 32’ and 2- 27’ monitors for now. In addition, I will buy an electric standing desk. I hope this setup will increase my productivity and quality of work. Done Done Done! Here is how it looks at the moment; super happy with how it landed:

Subscribed to Trade ideas- I took an annual subscription, so now I have the complete list of essential software—no excuses to do a great job (Briefing, TradeIdeas, Koyfin).

Integrate Processes and Tools with the Daily Workflow - in progress. Fine-tuning is still needed, but it's happening with incremental steps, but it's happening.

Finalize to implement “Build your second brain” processes so that I apply those principles easily during the day - essential elements done.

Blog Post - create a blog/web and add a post by the 15th of September  (goal added 4th of Sept) - Done. I will share my blog a bit later when I populate it more, but the first article is published as planned.

Self-Leadership & Mental State:

Read the book: Extreme Ownership: How US Navy SEALs lead and win by Jocko Willink and Leif Babin. A good read! I took a couple of good ideas from it that I needed, especially this month. I would suggest that you give it a read.

I relocated from The Netherlands to Moldova a couple of days ago to decrease living costs and have the chance to be focused full-time on studying and trading. I had to overcome some emotional struggles as I lived nine years in NL and could find a job relatively quickly there. But to follow this goal, I decided to make some lifestyle sacrifices (hopefully short-term) to achieve the next level in trading.

The biggest pressure comes from the significant lifestyle changes I am going through and the constant self-care needed to maintain a good mental state. The self-leadership is tested daily, and I am pleased that I learned what self-leadership is. Now every time I am in a situation that goes a bit out of control, or I am emotionally down, or the trading day was exhaustive, or I am unsure, I activate myself faster, keep myself together better and act more decisively because I know consciously I need to show strong self-leadership.

October goals are coming soon…

October Goals
* Finalize Deep Dive on EP * Read more on the EP topic * Create an article on the blog about EPs * Create a video presentation with findings of the EP deep dive * Create the MB and EP printed folders with A+ setups and review them weekly * Learn Trade Ideas Software Basics * Considering