Slowly, Slowly Catchee a Momen(key)tum?

Week 18 - Equity Portfolio Update

Apr 27, 2025

∙ Paid

I highly recommend using the link to view these posts in a desktop browser. Substack limits the size of emails, and since I use a lot of images, some readers have been missing important data by only viewing the truncated email.

Daily:

There is a short term picture if you like to trade the wiggles between the big wiggles. The next “big” trade is how and if we regain trend. So if you are not a wiggle trader probably still best just to wait and see

Current Open Equity = 26.5%
Stop Loss Trigger = 26.3%
Current Closed Equity Return = 26%

Our open equity outstanding is ~27% since we started in Dec ‘23. We have been able to capture ~27% returns in closed trades, meaning ~0% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!

Subscribe to see the portfolio. You can do it for free using the 7-day trial if you want.

New user guide - Paid Portfolio Posts