ASSESS & EXECUTE OPPORTUNITY
INTRODUCTION
ASSESS & EXECUTE OPPORTUNITY
INTRODUCTION
KNOW MORE DO MORE
USES AND BENEFITS
KNOW MORE
DO MORE
USES AND BENEFITS

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ANALYZE
Assess historical performance of trading strategies, associated probabilities of occurrence, and a host of other metrics.

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ANALYZE
Assess historical performance of trading strategies, associated probabilities of occurrence, and a host of other metrics.

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PLAN
Conduct risk management both at the trade AND account levels, consider sizing implications, and build a suitable trade plan.

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EXECUTE
Utilize insights gained from analysis and planning to allocate capital to performing strategies while avoiding non-performers.
ANALYZE
STEP 1
Speed. Consistency. Insight.
Often the tools available for conducting sound analysis are either absent or lacking in one/multiple of the above dimensions.
Effectively assessing a methodology purely from a visual standpoint is virtually imposible and leaves an abundance of questions unsanswered.
- How does the construct perform?
- What are its attributes?
- What is the trajectory?
Answers.
PLAN
STEP 2
Measure Twice. Cut Once.
Often easier said than done…
Planning presents challenges arising from the number of variations in the nuanced elements of a methodology that exist, even if that methodology has been relatively well defined at a broader level.
The ability to quickly and efficiently consider a variety of actions along with the implications on risk and performance form the backbone of an actionable plan.
Diligence.
Comprehensive planning is not merely worthwile, but essential. In the long-run consistency dwarfs seemingly significant upside produced largely by randomness.
Diligent planning also serves as a filter for unsuitable methodologies whether due to excessive risk, insufficient return, or any number of relevant constraints.
Plan the trade, then trade the plan.
EXECUTE
STEP 3