9/30/2020 – Restrospective

Green day recap! Very nice green day and between today and yesterday it’s like the red day where $WKHS swiped me never hapepend.

I’m pretty happy with the day overall and especially on the fact that I took the covers on $INO instead of playing it for the gap down with the size that I had.. It did gap down and it did hit my target range, HOWEVER it was there at like 4am, which most definitely wasn’t going to happen as it doesn’t fit my morning routine), AND the volume that it filled down there wouldn’t have covered Everything that I had, sooooo I’m happy with the covers for sure. Per my plan it did get back into the 11.40s range, but honestly I didn’t want to exhaust myself on the name, so I left it alone.

I had $WKHS on watch as well, but I think I got too caught up in watching $ITRM (we’ll talk about that below), so it fell off radar and in typical fashion the DAY that I don’t look at it it offered a SUUPPPER clean trade. Frustrating to say the least, but hey you can’t win them all

Now onto the name that I actually played

ITRM

This one was a “fun” one. It had crazy volume super early in the day and I had my eyes set on some levels. Once it didn’t respect those levels I trimmed a little off to keep myself in the game.

I only got to like 1/5 size in the pre-market, but given the market conditions and the onslaught of volume I should’ve stayed away from any adds until we got the inevitable circuit halt ups off the open. I believe this is telling me that for certain “style” plays I need to have some more parameters around when it’s acceptable to start dabbling in.

One thing that I was happy with was that I was able to size up to the point where I was like ….holy crap I have a lot of shares (at least to me). Finding the balance between sizing up has been a challenge, but I can honestly say that after my $INO play with heavy size the other day I’m starting to feel more comfortable, so I wanted to push it here and I was able to do that successfully in terms of size. Next is to fix the position avg as I noted above based on entire levels.

For myself I think that to improve on my average I need to have a little bit more tight stop around my key levels after I dabble in. I think it’s much better to size out of the play for a minim scratch (not even a paper cut) and save your mental. Given my broker and the fees for a trade it just seems to make more sense in order to maximize a position where it counts. Obviously this is much easier said than done, but I think more patience is key and making sure that I identify certain characteristics of a setup early on to make sure I have a game plan around how time will play a factor into entries.