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2024 Review

By Michelle Lema

1/11/25

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Background

  • Finance degree
  • Investment firms 43 years
    • Specialized in asset allocation
  • Retired one year ago
  • Trade Often Trade Small (TOTS)

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Asset Allocation

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Trading Style

  • Hate to lose on any trade
    • Willing to hold / sell premium to recover
  • Extensive use of fixed income for “idle” cash
  • Most experience trading many stocks
    • You name the ticker I will tell you the stock
  • kStochastic for higher probability trades

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Strategies

  • Tushar generated opportunities
  • Option strategies
    • Verticals debit and credit
  • Small positions TOTS
  • Kstochastic triggered active trading
    • ThinkOrSwim auto scan opportunities
  • All trading in Roth and IRA

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TOTS trading results

  • Hundreds of trades in 6 months
  • Max capital utilized = $20,000
  • Return on Capital (ROC) = 40% annualized

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Other Trading

  • Options
    • Verticals
    • Sell Puts
    • Buy Calls and Puts
  • TheoTrading.com ideas by Don Kaufman

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Stretch Goals

  • Utilize the tremendous leverage of options
  • Start increasing the size of trades

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Results

  • 6 months of trading on 7% of accounts
    • 40% annualized
  • Net on all accounts ROC = 5% for 2024