InvestorsHub Logo
Followers 15
Posts 2723
Boards Moderated 2
Alias Born 01/05/2004

Re: ls7550 post# 38824

Tuesday, 12/16/2014 12:01:07 PM

Tuesday, December 16, 2014 12:01:07 PM

Post# of 47072
I figured out the bug in the worksheet - needed to use the next months number of shares when calculating the total portfolio value, so added a extra row at the end of the spreadsheet data and populated that F column value with the number of shares, and corrected the Total AIM Value column.

I've changed the choice of data to use SSO (still with VFISX for cash) and added another worksheet that reflects ocroft's style of trading (that's hard coded i.e.accumulate all sequential same direction trades indicated by AIM and execute one single larger trade once that sequence of consecutive AIM trading stops). Similar overall result to trading each and every trade one at a time, but the risk was significantly lower for the data series in the spreadsheet. i.e. plot charts and you'll see that ocroft's approach didn't dip anywhere near as deeply during the 2008/9 financial crisis period

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.