Wednesday, October 24, 2012

The course is set, ready, GO!


The goal of this blog is to provide a chart-reader's perspective on current market trends, and map the progress of an actual brokerage account, started with $3,500 and a 10-year goal of $100,000. That's an average of 40 percent a year (I've already done the math so don't bother telling me how crazy I am). It won't be easy, but it's certainly achievable.

I've been studying and trading for almost a year now and I've made some mistakes (some really amateur mistakes at the beginning), but I've learned from them. And I still have more to make, maybe even some big ones. No one can win on every trade, but I've got a plan and I'm determined to continue until I succeed.

Why I decided to do this

There are a lot of analysts out there. Whole companies of them. They sit at their desks and make predictions, talk about "fair value" estimates, and create 12-month price points. That's their job – to have an opinion and some reasons for it. Their reasons are predominately based on observations about a company's fundamentals.

While good fundamentals are typically the result of profitable business operations, you don't have to trade for very long to see a profitable and growing company's stock price take big fall, or likewise, see a struggling company's stock price surge on some bit of optimism.

When it comes right down to it, anything is only worth what someone is willing to pay for it. After all, around 60% of what a stock does can be attributed to market forces. Don't get me wrong, most analysts understand how the markets work and their reports can be a big time-saver when you're looking for earnings summaries or sector rankings. However, the predictions analysts make are only important to the extent that those with buying power listen to and believe them.

I didn't hear anyone out there predicting that Melanox Tech. Ltd. (MLNX) was going to jump almost 50 percent when it opened on July 19, earlier this year. Everyone who cared knew the quarterly earnings were due and expected them to be up around 120 percent, but companies have earnings surprises all the time and some don't seem to respond at all. On July 18, I was looking to long some stock and had narrowed it down to Chico's FAS (CHS) and MLNX.

I ended up going for CHS due to a classic cup and handle pattern followed by a breakout in high volume. I ended up taking just over 20 percent in profits on that trade after holding it for about a month, but that didn't seem as sweet knowing I could have doubled up in a matter of days.

Even if someone had said MLNX was due for a run, it's hard to feel confident about predictions of people who may or may not have any skin in the game. And why didn't I anticipate it? I thought – wow, it would be really helpful if someone just said: “Here's exactly how I'm putting my buying power to use, and here's why.” Sure, there's plenty of information out there about how to create options spreads, using stop-loss orders, timing reversals, etc., but I've looked around the internet and couldn't find anyone who publishes their process.

Here's what it boils down to

Finding the way to success in the stock market would easier with a map. Before aircraft and satellites, the best way to make a map was to choose a course an chart it. Explorers who followed could venture forth with some idea of what to expect, knowing someone went before them and returned whole and often richer. That's exactly what I intend to do.

I won't be giving advice. I wont be making long term predictions, and this blog should not be confused with professional counsel. Everyone should make responsible and well-researched decisions for themselves regarding their own investments.

What I will do is publish all the relevant information about my trades, as well as what I'm looking at and why, the hedges I implement and the actual math behind them, current trends and, of course, charts! My hope is that by showing how I've succeed (and where I've messed up), someone out there can learn by my example.

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