20 Habits of Highly Successful Traders

Here is the link.

1.Wealthy traders are patient with winning trades and are enormously impatient with losing trades 2.They realize that making money is more important that being right 3.They look at charts as a picture of where traders are lining up to buy or sell 4.Before they enter any trade they know exactly where they will exit for either a gain or a loss 5.They approach trade number 5 with the same mindset they did on the trade 4 previous losing trades 6.They use "naked" charts and focus on zones 7.They realized a long time ago that being uncomfortable trading is OK 8.The markets are their workplace. They are a participant, not an on-looker. 9.They stopped trying to pick tops and bottoms. 10.They stopped thinking about the market being "cheap" or "expensive" 11.They are willing to change sides if the market tells them to do so 12.They trade aggressively when trading well and modestly when they are not 13.They realize the market will be open again tomorrow 14.They never add to a losing trade... EVER 15.Cash is the goal, but never the measure of success 16.They read about mobs and riots 17.They provide liquidity to the markets while watching price and volume 18.They have a way to gauge fear, greed and speed of the markets: Tick charts 233, 612 19.They practice reading the right side of the chart, not the left 20.Every wealthy trader has an "edge" they can explain to their mothers 21.Their position size is calculated exactly on risk tollerance 22.Profit targets are based on average range or something objective 23.One or two trades a month make their month 24.Confident decision makers in the face of imconplete information 25.A losing trade does not mean they are a loser 26.They buy higher highs and sell lower lows 27.Their business isn't trading, it's finding the right trades 28.They write down or record every trade, price, thoughts, news, attitude 29.Their conviction on an active trade remains unless something major changes 30.A winning trade does not result in taking on extra risk the next trade 31.They trade the reaction, not the news

Actionable Items

My favorite one is item 28. I like to practice more often on this habit.

How to Create a Risk Management Strategy for Swing Trading and Day Trading

Here is the link.

Step 2: stop loss
$30 entry
$39.50 stop

$0.50 stop loss in total

Step  3: position sizing

determine your shares, $300/ $0.50 = 600 dollars

$30 x 600 = $18,000

hold longer, or take more risk.

The ONLY Risk Management Video YOU WILL EVER NEED...

Here is the link.

6:07/ 15:13

What is risk management?

control risk you are taking with your trading capital

Risk capital - an amount of money that you would be comfortable losing and that if lost, would not greatly affect your current financial situation.

Risk per trade - the amount of money that you are willing to risk each time you place a trade

Maximum exposure - the overall amount of money that you are willing to have at risk at any one time.

CTA交易策略

Here is the article.

为了避免人类情绪的波动，趋势跟踪者大道化简，通过回测过去数十年的价格趋势确定买卖时机。当算法确定市场大概率上升时，交易系统便自动挂出买单，相反则做空，交易标的覆盖股票、债券、大宗商品以及期汇等各种期货或衍生品合约。

但问题是，这一套程序并不擅长于应对突发状况，诸如美联储态度的突然转变，或者是特朗普的一条推文可能加剧与中国的紧张关系。最终，市场当前的剧烈波动使得历史价格趋势变得十分不可靠。

Millions of software engineers jobless since coronavirus

April 18, 2020

Introduction

It is time for me to think about how to contribute something to the community, million of software jobs are eliminated since coronavirus temporarily. I should think about how to serve the community and share some of my viewpoints.

How to make a living and build a career?

I just came cross Groupon 3000 on layoff or furlough, and yelp over 1000 on layoff as well. I met a young lady on hackerX event who worked for a startup in Vancouver area and she is looking for a job. So I guess that number can be millions.

I do think that it is such challenging time to find a job when millions are looking for a job.

It is time for those people on job search thinking about alternatives.

1. Learn person finance, invest on stock market when it is bear market; lot of opportunities. 
2. It is best place for ex-software engineers learn and practice sound analytical skills and quick learning skills to make some income; 
3. Focus on long term plan; review a lot of things in your own personal finance; Frugal is good choice for long term sucess in your career;

I also think about contributing to the community using your past experience, so you and all others can make this industry better place to stay and learn and grow. 

Actionable items

April 21, 2020

I went through toast inc article about layoff, and then I found the list of layoffs:

Here is the link.

Business plan: If SPX bottom is around 1200 to 1500

April 18, 2020

Introduction

I did not make profit when SPX went up from 2900 to 3300, and then dropped from 3300 to 2200, and went up from 2200 to 2800. I will continue to stay in the market, and go through bear market to lowest 1200. How should I do better for next crash?

Business plan

It is important for me to do pre-mortem analysis. I have to analyze how long I can make even as a long term investor. When market calms down next few years, I should be glad to learn that I own something valuable and discounted prices.

I need to look into those following areas:

1. Put at least 50% assets on cash, wait on sideline until the market goes down below 2200 SPX; 
2. I need to time the market down turn from 2800 to 2200 SPX, avoid this loss of 600. 
3. I need to think about SPX from 2200 to 1200, how to invest on equities? 
4. Will continue to work on. 

The TOP 10 Stocks to Buy For 2020 (Recession Proof)

Here is the link.

Julia investment rules

April 18, 2020

Introduction

It is important for me to make rules and also keep learning, and build wealth and also learn how to manage the risk. I started from May 2019 how to invest long term, using balanced asset allocation, modern portfolio. I like to write down some rules I like to follow, make sure that I can make money in the long term, and also reduce risk to speculate, invest not speculate.

Julia investment rules

I put my 1999 to 2009 10 years USA retirement fund around $25,000 US dollars into stock market, and also my 10 years saving in Canada into TFSA account around $65,000 Canada dollars. I am a single Chinese, 53 years old. I only spent over 1000 hours last 12 months, first time in my life, catch up all basics of investment, learn personal finance.

How to make my rules working for myself? I like to write down a few rules.

1. Always keep 50% on fixed asset, like bond or cash; so that I will keep stability of my portfolio, hedge against the swing of equity asset;
2. If the profit of bond or equity is bigger than normal, I should think about taking unrealized gain first, and then time the market. Case study like VAB $3000 swing;
3. I need to learn day trading basic strategies, learn how to read patterns; time the hours spent on learning;
4. I should invest on SPX 500, and try to read more about SPX and finance engineering related to SPX 500; 
5. It is ok to try some ideas to purchase stocks; I should design diversification when to purchase stocks, in case some of them go bankrupt; always have more than five stocks same time; write a business plan; 
6. Take care my emotions. It is important to take time to make decisions. There is a lot of opportunities to invest, take time to learn and play; 
7. Be careful not to gamble! Do not bet on 50% probability on big money. Treat those money with respect; 
8. It takes time for me to understand how challenge it is to play with market. Invest on US business, invest on those biggest companies;
9. Think about some market ideas for me to relax, and keep learning. 
10. Knowledge is power. I have to learn how to share, and how to learn more about business. Read more articles, and understand economy. Be a super good self-learner;
11. Recognize good teaching role models, follow them; Prepare to share my own experience as well. 
12. Good luck! Keep my software engineer job and career growing. Do not ignore my daily work and long term need to grow my career. 
13. Take care my rental property in USA. Focus on long term investment like a condo. Think about how to live a small town in Canada and own a condo in the future. 

Follow up

June 4, 2020

I like to revisit and then get some feedback from friends. Life is tough, and I like to learn more in theory first about investment, personal finance, business analysis. 

美股分析 美股下一轮回调到哪

Here is the link.

Comment:

美股目前已经离开了基本面和数据分析，成为大股东(MM、美联储、大投行)操纵的市场。问题是，他们筑起的抗跌堤坝，只可能暂时拉涨股市。也许这次回调一周后又会大涨冲高，但那样就会离决堤的日子更近一步。

Case study: top 10 ranking companies in SP 500 index

April 18, 2020

Introduction

It is such a good topic for top 10 ranking (28%) and their second quarter income. I like to learn how to analyze the market and also understand the basics.

Case study

Here is the video I watch.

Case study: 28% rebounce in 12 business day

美国还没走出疫情阴影，美股市场为什么不恐慌了？
Here is the article. 

全球全资产配置不可不知道的六类ETF！

Here is the article.

Guggenheim’s Scott Minerd Sees Chance of S&P Falling as Low as 1,200

Here is the article.

“Investors who are sitting out there right now who rebalanced a few weeks ago and moved from fixed income to equities should probably think about rebalancing again,” he said Friday on a panel. “It could be 1,500, 1,600, 1,200.”

The S&P 500 stood at 2,843 at 12:17 p.m. Friday in New York, down about 12% this year.

“The market at this level based upon where earnings are doesn’t represent any kind of intrinsic value,” Minerd said. “It is being entirely propped up by liquidity.”

Case study: 28% rebounce in 12 business day - 美股急速反弹

Here is the article.

美股经历了历史上跌得最急的一次。不过，标普在过去12个交易日上涨了28%，反弹也是历史上最急的一次。

过去三周美国失业申请人数是1650万人，而82年和2008年的三周高峰只有200万人。全美1.6亿工作人口，现在是10%已经开始吃政府救济粮了（每月高达4000美金还是不错的）。美国时间4月9日公布的消费者信心指数也录得历史最大跌幅。

美股反弹 垃圾股带头

标普目前已经从低位反弹大约28%到2800点，笔者认为反弹的极限位置是2930点附近，对应Fibonacci 0.618位置。这两天美股的反弹已经明显转为由垃圾股带头，主要是因为援助方案和美联储买垃圾债导致市场追捧资产负债表和经营有问题的公司（所谓边际改善）。笔者认为美股还会二次探底，毕竟自1950年以来的15次熊市也就只有2018年底那一次没有在低位后三个月内再次探底。这一次熊市有基本面因素支持，而2018年底那次熊市完全是由联储缩表预期导致的。

最为悲观的观点是1500点，来自被债王钦点为接班人的Scott Minerd

Actionable items

12 business days, let down write down those 12 business days.

Key largo IRA portfolio - April 17 2020

April 18, 2020

Introduction

It is hard for me to stay as a long term investor, I found out that I did not take free lunch of VAB $3000 dollars swing in less than two weeks, so I decided to learn day trading and everything about trading, analysis and forecast of the market. I took $11,000 outside the market since it recovered in 28% rebounce. I like to write down what I did, and show trade gain/ loss report. I will learn and grow. 

My reports 

Gain/ loss reports

It is so interesting to see the bond price swings, and every time equity value goes down, and the rebalance will trigger to send bond in high price. 

Right now, I like to protect myself from huge equity loss in the future bear market, more than 50% loss, I like to sell equities and then put on the sideline, wait!

I do think that market rebounce too quickly, there are so many issues to resolve for every company, not just because of coronavirus.

Victoria TFSA - Progress report

April 17, 2020

Introduction

As a long term investor, I do need to think about problems in US equities. I need to take it serious and think about recession, job losses and all kinds of problems with financial engineering area. I like to take chance to think about how to make some money.

Daily loss/ gain

I have to pay attention to small detail like Questrade.com columns, today I added columns P & L day, so that I can nail down which ETF or stock had contribution to today's $700 gains.

Long term investor - new school from last three months

April 17, 2020

Introduction

It is so much stress to go over last three month since coronavirus and stock market swings. I also learned a few things, now I can tell what to do as a long term investor.

10 lessons I learn

1. When the bond price goes up more than 5%, sell all of them and take profit; later purchase back when price goes down. VAB is an example. 
2. If it is 10 year bull market, then do it treat it as the first year bull market. Even though I started again in 9th year bull market. 15% in 8 month on SPX, take all profit, sell all $10,000 VFV, and then wait for next crash. 
3. Do not panic sell when SPX drops 38%.  Do not buy high and sell low. 
4. If a day or three day or a week SPX goes up more than 3%, then I should think about bet on it, do a short term investment; try to make profit. 
5. Study hard before bear market hits. Knowledge is power. 
6. Think about investing like a cashier job in restaurant, hourly paid job. $200 or $300 is good profit to work for. 
7. Try to aim big target. There are so many opportunities when market swings. 

Deep Dive Opinion: Airlines and Boeing want a bailout — but look how much they’ve spent on stock buybacks

Here is the article I like to spend 10 minutes to read.

S&P 500 AIRLINES + JETBLUE	TICKER	FREE CASH FLOW, PAST 10 YEARS ($ MILLIONS)	DOLLARS SPENT ON COMMON-STOCK BUYBACKS - PAST 10 YEARS ($ MILLIONS)	BUYBACKS/FCF
Southwest Airlines Co.	US:LUV	$15,103	$10,650	71%
Alaska Air Group, Inc.	US:ALK	$4,948	$1,590	32%
Delta Air Lines, Inc.	US:DAL	$23,186	$11,430	49%
United Airlines Holdings, Inc.	US:UAL	$11,526	$8,883	77%
American Airlines Group, Inc.	US:AAL	-$7,935	$12,957	N/A
JetBlue Airways Corporation	US:JBLU	$2,347	$1,771	75%
Totals		$49,175	$47,281	96%
Source: FactSet

Yelp lays off 1,000 employees as restaurants struggle

Here is the link.

Half a million Canadians getting COVID-19 mortgage deferrals: report

Here is the link.

Groupon to cut 2,800 employees, adopt ‘poison pill’ amid coronavirus economic fallout

Here is the link.

Actionable Items

It was the first time I spent over 20 minutes to login groupon.com, and I tried to learn what are those businesses in Vancouver area. It is so interesting to learn the product features inside groupon. 

Compared to groupon.com, my full time web programming is much simple. I am thinking about 3000 employees of Groupon takes furlough.

I also checked three possible buyers, Alibaba, and Yelp. I spent over 10 minutes to register my coding blog as a consultant business, but I have to sign up payment with credit. So I stopped. Yelp is open to any business as long as you pay, and then it is free market.

30% of Home Mortgages Could Default, Moody’s Warns

Here is the article.

As many as 30% of Americans with home loans, or some 15 million households, could default if the nation’s economy remains closed up through the summer, he estimates.

30% of all borrowers could default on their mortgage

The record 16.8 million new jobless claims already filed have mortgage lenders preparing for the biggest wave of delinquencies in history. By our estimates, more than 30% of all borrowers could default on their mortgage, about 1.5 times the level of defaults during the 2008 crisis. 

How second largest U.S. public pension fund is investing amid coronavirus

Here is the link.

The nation's second largest public pension fund has been using a strategy to mitigate the impact of the coronavirus-fueled selloff and is now focused on the recent rally off the lows. The California State Teachers' Retirement System has more than $226 billion in assets under management with a long-term focus. Christopher Ailman, chief investment officer at CalSTRS, joins "Squawk Box" by phone to discuss. Retiring at 65 was already becoming a fading tradition before Covid-19 sank the world’s economy. Now, that traditional retirement age could fall further by the wayside as workers pick up the pieces once the economy gets going again. A survey from Allianz Life Insurance Company finds that half of Americans retired earlier than they expected. A majority of respondents said that they did so for reasons outside of their control, with 34% citing job loss and 25% health-care issues. The online survey was conducted in January, well before the U.S. economy came to a halt due to the coronavirus. But the results still point to a trend that may be amplified in the current economic conditions. “Right now, people are fearful of the future,” said Kelly LaVigne, vice president of Consumer Insights at Allianz Life. “Are the jobs going to come back? Nobody can really predict it.”

Vanguard fixed income study

April 15, 2020

Introduction

I have to spend time to find some bond fund to replace VAB.TO, and it is hard for me to work VAB.TO with SPX fund VFV.TO. The fluctuation of VAB.TO almost syncs with VFV.TO, I have hard time to sell bond to purchase equity when market swings down turn.

Here is Vanguard page to look up MER. 

VSB - short term bond

VLB - long term bond

VGAB 

VBU - 

My 10 years saving from 2010 to 2019

April 15, 2020

Introduction

It is the biggest lesson I learn in my adult life. I spent much less and saved $65,000 Canadian dollars, but if I purchase $6000 dollars Microsoft stock in 2010 then I will have same return $65,000 dollars in April 2020. I like to look into the challenge for me to learn financial world. I purchased 10 shares of Microsoft in Sept. 11, 2001 $66/ share. What if I purchased 100 share MSFT in Sept. 11, 2001 and kept it all the time?

10 years hard work

I work full time 10 years, I did not take any sick day in 2010 and 2011. I purchased old used car in 2015 (2001 Honda Accord with over 140,000 KM) and also lived 10 years in a small bedroom in a house, paying monthly rent $350/ month to $480/month including utilities, wifi.

I learn that my best year from age 44 to 53 years old are gone; I like to challenge myself to be a problem solver.

My blog about Microsoft stock purchase in 2001
Here is the link

MSFT stock purchase in Dec. 2001
Here is the link

Microsoft stock and my research last 12 months
Here is the link.

I should not underestimate the power of stock market, and it brings tremendous change in our daily business life.

Ray Dalio: How COVID-19 Will Impact Markets, Policy And Beyond

Here is the link.

Bloomberg Editor-at-Large Erik Schatzker talks with famed American investor and Bridgewater Associates Founder, Ray Dalio. Together they discuss the COVID-19 pandemic's impact on markets, bonds, and longer-term implications he sees for inflation, trade, globalization, and fiscal policy.

Investment, junk bond -> follow the money and ...

Real money and financial money

Sharesight - holding VAB.TO in Victoria portfolio

April 15, 2020

Introduction

It is important for me to learn when to buy low and sell high. I like to review my VAB.TO position and see if I should sell it 80% to realize the gains before it drops again.

Case study

Here is Sharesight report related to VAB.TO position.

Buy low and sell high

I should think about selling 90% of VAB.TO in next few days, and then purchase back when the price goes down $1.00/ share.

April 16, 2020 8:25 AM

I placed sell order at price $26.86 800 share. Each month there is $50 dividend for 800 share VAB.TO, but I bet that the price 0.25 swing is $200 dollars. VAB.TO will drop price more than 0.25 in a month or two.

I will get back to purchase VAB.TO at lower price. The commission is $10.00 dollars.

Ray Dalio: The 2020 Crisis Will Be Bigger Than The 2008 Recession

Here is the link.

In this video we show you exactly why Ray Dalio thinks the 2020 crisis will be worse than the 2008 recession and why it's looking similar to the 1930 great depression.

The FED Is Not Allowing The Stock Market To Crash! - Will It Work?

Here is the link.

SPX went down 38%, and then went up 28% on April 15, 2020.

Actionable Items:

I like to watch the video second time, and I like to take some notes and figure out what is important for me to learn.

How will stocks rebound from COVID-19?

Here is the article with insights audio.

4.5 months reaches the bottom -> I need to think about again where is the bottom.

Samantha Azzarello Global Market Strategist

Here is the link.

Samantha Azzarello, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Samantha develops and communicates timely market and economic insights to retail and institutional clients across the U.S.

Samantha joined J.P. Morgan in 2015. Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office. She was involved in formulating and communicating the firm’s economic and market outlook as well as asset allocation views.

Samantha also worked at CME Group as an economist, where she conducted research and analyzed global economic developments that impacted the company’s business. She has published articles in the Review of Financial Economics and Journal of Investing.

Samantha earned a master’s degree in Economics from New York University with a concentration in Econometrics. She received a bachelor’s degree in Economics from the University of Toronto. Samantha holds series 7 and 66 licenses.

A lot of investors expected market to retest lows: RBC's Lori Calvasina

Here is the link.


Lori Calvasina of RBC Capital Markets and Dan Suzuki of Richard Bernstein Advisors join "Squawk on the Street" to discuss the markets as stocks trade lower. Stocks fell sharply on Wednesday as dismal economic data and weak bank earnings fueled concerns over the coronavirus’s impact on the U.S. economy. The Dow Jones Industrial Average dropped 640 points, or 2.7%. The S&P 500 slid 2.8% while the Nasdaq Composite traded 2% lower. Bank of America traded more than 5% lower on the back of disappointing earnings. Citigroup fell more than 4%. Energy and financials were the worst-performing sectors in the S&P 500, dropping more than 4% each. “If this is a precursor to what we can expect throughout the U.S. ... there’s no word for it,” said Quincy Krosby, chief market strategist at Prudential Financial. “The reflects the complete shutdown of the economy.” “The question is how quickly can the economy come back,” said Krosby, noting the market did gallop higher in recent weeks and was due for some consolidation. Retail sales during the month of March plunged a record 8.7%, according to a report from the Commerce Department published Wednesday. That was the largest one-month decline since the department began tracking the series in 1992. Grocery stores, pharmacies and other retailers of essential goods saw a surge in demand last month amid the outbreak, the government said. But sales at a variety of other businesses — such as gas stations, auto dealerships, and restaurants — swooned as state governments shuttered commerce in an effort to slow the virus.

Is Ford (F) Stock A Buy At $5? 3X Return?

Here is the link.

Business plan to sell VDU.TO 40 shares in Victoria TFSA portfolio

April 15, 2020

Introduction

It is my quick decision to sell 40 shares VDU etf, so that I can plan to get back in the position with the lower price later on this year.

My positions of VDU.TO

Business plan

I like to buy low and sell high. I will learn more about business, how to do day trading, so that I can read the chart and understand how to spot the opportunity. It is ok for me to time the market right now.

Business plan to sell $9000 VFV.TO in Victoria TFSA portfolio

April 15, 2020

Introduction

It is my decision to sell $9000 dollar VFV.TO etf, and I will get back to the market to purchase VFV.TO again at lower price. But I do like to write down my thought process and analysis.

My VFV positions and trades

My business plan

I like to take chance to buy low and sell high. Based on my trades, I do have 134 shares purchased at price below $69.80. The total difference is around 122 * $2.46 + 12 * $7.92 = $387.84.

I do think like a short term investor, and I like to learn how to read SPX chart, and expect in less than three months, there will be at least once 10% downward swing, so I like to get back in and purchase VFV again.

Here are highlights:

1. My business plan is to get back to purchase VFV.TO when price drops at least 10%;
2. I need to hold some cash and wait to see how market will go next few weeks; 
3. I like to buy low and sell high, and have some profit from market swings;
4. I do think that VFV.TO is much diversified compared to specific stocks;
5. I plan to purchase VAB.TO first, and wait for market going down.
6. I think that it is ok for me to time the market, as long as I am not "buy high sell low". 

Three hours performance - Lowest common ancestor

April 15, 2020

Introduction

It is my creative idea for me to get back on track as a software programmer. I need to get back to work on basic algorithm practice, and also find ways to push myself to advance my crafting skills.

Three hours performance

I like to review my practice and write three hours code. I will list my practice in the following.

Stay tuned.

Introducing an exclusive Weebly + Square integration

Here is the article.

How to get back to algorithm practice?

April 14, 2020

Introduction

I like to write code for the algorithm lowest common ancestor. I like to see if I can write the code in less than 10 minutes, and review my last year practice. Here is the link.

My practice in 2020 

I will add more detail later. Here is my practice github folder starting from April 15, 2020.

To answer the question, how to get back to algorithm practice?

My answer is to write one solution a day for lowest common ancestor. I will try to write at least 10 solutions for the algorithm.

Actionable items

4/15/2020 12:00 AM

I can work on three hours, write as many solutions in my discussion post; and then I can quickly get back to basic training of algorithm.

Here is the post with the title "C# various topics covered through 2019 practice".

Here is my practice github folder starting from April 15, 2020.

April 15, 2020
236. Lowest Common Ancestor of a Binary Tree C# find path from root node to p node practice in 2020
236. Lowest Common Ancestor of a Binary Tree C# Find path from bottom up using stack practice in 2020

Case study: Lowest common ancestor mock interview

Sharesight - How to run historial cost report for Victoria portfolio?

April 14, 2020

Introduction

It is interesting for me to think about how and when to run historical report using Sharesight. I like to push myself to come out some idea how to analyze my portfolio based on SPX index.

Case study 

Let me show SPX history from Feb. 21 to April 14, 2020.

I can easily check balance history and also each position gain/ loss through the report.

Sharesight - All trade report of Victoria portfolio in crisis 2020

April 14, 2020

Introduction

I like to review my performance under this market crisis 2020. I like to spend time to study trade report from March 23 to April 14, 2020.

Feb. 21 2020 to April 14 2020

Sharesight - performance report of Victoria TFSA portfolio

April 14, 2020

Introduction

It is so hard for me as an investor, long term investor to make decision when market swings so hard like last month. I have to determine my emotions, say no to panic sell, and also I need to spot opportunity to buy low and sell high. Specially under market down with more than $4000 dollars/ day, I need to look up performance report provided Sharesight to make decisions. I only fount the application Sharesight in less than one week, my research is too slow to adapt bear market challenges.

Performance report

 

Sharesight - sold security report

April 14, 2020

Introduction

It is my favorite report called sold security report. I came cross the report from Sharesight.com, and I like to talk about a few things about the report.

My sold security report

As a long term investor, I do not know too much. I do not spend time to learn basic day trading technique, and I did not take advantage to buy low sell high on VAB.TO with $3600 swing in less than 10 days.

I also did rebalance and noticed that the total return is less than $200 dollars. I wonder how I should work on rebalance and come out better strategies.

Everything gets better after I went through stock crashed, 4 time circuit breaks in less than one month.

Walter Isaacson - Wikipedia

Here is the article I like to read 10 minutes.

Victoria TFSA portfolio - April 14, 2020

April 14, 2020

Introduction

It is such great news to see SPX went up and it is almost same value as May 2019. I like to document my TFSA portfolio gains today.

SPX 3% increment

Actionable Items

 I will run Sharesight reports called performance report, and get more ideas how to track the performance.

This is going to be a new century of biotechnology: Walter Isaacson

Here is the link.

My understanding of cruise business

April 14, 2020

I did not prepare to purchase cruise stocks until I learned that it is so challenging for the business, uncertainty of coronavirus. I do think that I could not afford the full price as a single 53 year old.

I am glad to learn that cruise stocks went up today. I like to remember those days sufferings mentally and physically because of coronavirus.

The day cruise stocks go up tremendously will be my happiest day as well.

Here is my corona portfolio in my USA IRA portfolio.

Carnival CEO on the cruise industry in the age of pandemics

Here is the link.

One tip a time - system design reading website

Here is the link.

What if I am the product manager of Sharesight?

April 13, 2020

Introduction

It is so interesting for me to play with Sharesight website, I have one free portfolio and I do understand how much better I can analyze compared to Questrade.com or Ameritrade.com. I got invitation for web seminar about report, and I also check price.

What if I am the product manager of Sharesight?

What I am looking for as a product manager?

I do not watch any video from youtube.com about sharesight.com. I do think that it is best place to showcase report features for free.

My case study of $3600 VAB.TO ETF in less than 10 days

I need very good tool for me to learn how to take advantage of volatile market. I need also to learn basic of day trading techniques, like risk management, so I can read the graph and understand basic patterns.

Here is my blog about the case.

Sharesight - why I could not sell VAB and then purchase VFV at March 19, 2020?

April 13, 2020

Introduction

It is challenge for the baby investor Julia to take some action to purchase at lowest point SPX 2304.92 because I did not have cash in my portfolio, the bond had near 10% loss at lowest point. It is time for me to document the case and later I will think about more about this situation.

Case study

It is easy to recall the situation from March 19 to March 14 less than five days situation using sharesight.

Actionable Items

It is very important for a long term investor to learn how to do day trading, so that he/ she can come out ideas how to solve the problems.