Saturday, January 26, 2008

Portfolio Update 25/01/08




Again the system has not triggered any buys for next week.

FLT to go next week. BPT came very close.

4 comments:

Cameron said...

Hi Niz,

Just a quick one...it doesn't look as though you are using any leverage...is that correct?

And your position sizing model says buy parcels that represent 8% of total equity?

ASX.G

Nizar said...

Hi ASX.G,

Correct, I do not use any leverage.

As for position sizing, I use 1.5% fixed percent risk.

This 1.5% risk is from Total Trading Capital as per TradeSim's definition, which is money in the bank, plus all money allocated to existing open trades.

So "Total Trading Capital" is dependant only on closed equity, not open equity.

Hope that helps.

Nizar.

Anonymous said...

Hi Nizar,
Trying like you to show on a blog that long term trading systems are still available, I am a regular reader of The Trend Follower and I sincerely hope that 2008 will put your porfolio back on its feet.

Nevertheless, I'm still wondering why you still don't use a kind of market filter to avoid such a drawdown (28% since 2nd of november).
I cannot give any lesson because my results are very poor (-3,7% since 7th April 2007), but I'm certain that they would have been much worth if I had not used such a market filter.
Are you currently testing anything in that way ?

Nizar said...

Hi j2l,

A filter based on the market index is currently in the process of being developed.

Thanks for your thoughts.

Nizar.