20 Comments
Mar 23, 2022Liked by Alex

Love this Alex, the content is fantastic and very valuable. I swing trade on the ASX and will look to bring some of these concepts into my exposure rules. Currently using a modified version of the trading journal you shared, I look forward seeing what new additions you have created. Appreciate your time and effort.

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Oct 14, 2022Liked by Alex

Hey Alex,

I am a bit confused by what you mean by "Exposure".

Seems like you have divided your portfolio into 5 tranches (20% each). If the market is healthy you take up to 5 positions at a time and each position is 20% of your account. Correct?

Now you mention that you reduce your exposure to 50% is the 10 DMA < 21 DMA. In this context does exposure mean that you are reducing your position to size to 10% of your account? You can still take up to 5 trades, but each is now only 10% of your account?

Merci!

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Great article.

"The first metric I use is the Risk-Reward Ratio for my last 20 trades"

This is for closed trades only? Or for trades still open?

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Great article Alex! Such a simple explanation of progressive exposure. Can you tell me what DMA is? Is that a displaced moving average? I can't seem to figure out how to set up in Trading view

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Awesome Alex for this article.

Regarding this comment " 10dma > 21dma = I begin to build exposure up to 50% if breadth confirms a move & we got a good sell-off extension"

>> Could you elaborate how you use breadth to confirm a move? e.g., % of stocks above 50MA bottom out and increase above 20% , or Net New highs/ lows move above 0?

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Thanks Alex for this superb article. Just to check - Are you using 21 exponential moving average, or 21 day simple moving average here?

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Hi Alex, thanks so much for the rich information you share with the public, it indeed inspires a lot of people like me. I just have a quick question about your RRR calculation, in Mark Minervini's book, he uses avrg win%/ avrg loss% to calculate RRR, one of Richard Moglen's video, he also explains the RRR calculation using Mark minervini's method, but yours is like the adjusted one, as you also include the win and loss rate in the calculation, may I please know some reasons behind it? Which way is like the most accepted ways to calculate RRR? Thanks again for all of your sharings!!!

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Great content as always! I'm learning a lot reading your posts and tweets! Just two questions/comments:

Question: When you are talking about: "Above 50dma", what dma are you checking? NASDAQ? RUSSELL? NYSE? Sectorial ones?

Comment: It would be great if images are embedded with more resolution ;-), if not, it's hard to inspect the details.

Comment: There are a lot of "you're" that should be "your".

Thanks for your time and dedication, and keep on!

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