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Brian
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Brian posted a blog post

Scaling or legging out of a winning trade - the empirical evidence using the NEW "Equity Curve" worksheet in the m3 modeler

There is a great debate in the trading community as to whether one should close out an entire profitable position at a single pre-determined profit objective or, whether to close out part of your position at the same pre-determined point objective booking a portion of the profits, then move your stop loss to break even thereby leaving you in the trade in the event that the move becomes a large or runaway winner. If you stop and think about the dynamics of these 2 options, the only way a trader…See More
Nov 24, 2009
Brian posted a blog post

$SPY - Probable forecast and and how to capitalize with double digit returns over the next 12 weeks with options

http://www.screencast.com/t/NzYxZGFmZjEt (Click to enlarge)Using the F-Shift Forecaster, I wanted to get an idea - a PROBABLE idea as to where we are headed in the overall market. I downloaded WEEKLY historical data courtesy of Yahoo Finance and populated the forecaster to produce an unbiased probable outcome 12 weeks from today. Its easy to say "higher" given the current rally we are in but I needed something more specific than that to…See More
Nov 18, 2009
Brian posted blog posts
Nov 16, 2009
Brian posted blog posts
Nov 4, 2009
Brian posted a blog post

New features on the m3- Money Management Modeler - modeling returns on at risk AND overall trading capital on a leg by leg basis

11.02.2009-08.27.05 m3 - Upgrades (Click to enlarge)As good as the m3 - Money Management Modeler is, I have added a couple of new features to the "variables3le" worksheet enhancing individuality of the application.1) First you can now determine whether you wish to calculate your returns using CASH on deposit only or on MARGIN when modeling stock trades.2) Secondly, returns on both the at risk capital which is another way of saying the cost of a…See More
Nov 2, 2009
Brian posted a blog post

How many trades will you have to take to double, triple or quadruple your account value??

About 10 years ago when online trading was still in its infancy, a rather accomplished options trader posted a motivational message which claimed that if you started your trading account with $20,000 - that you could rally that starting balance to $1,000,000 simply by trading "6 doubles" as he called it. He went on to explain that "six doubles" meant placing an options trade 6 consecutive times that doubled in value each time. The math is as basic as it comes but for those of you who are not…See More
Oct 26, 2009
Brian posted a blog post

m3 - Money Management Modeler - why legging out of a trade is superior

If you haven't seen the archived web tutorials on my site - www.fulcrumshifttrading.com that's o.k. because the latest release (or version whichever you prefer) is now ready for release. Welcome to the new the m3 - Money Management Modeler. The question of selling your entire position at a predefined profit target vs. legging or scaling out of a position was the topic of discussion in an article I wrote this month in Technical Analysis of Stocks and Commodities (September 2009). There are a…See More
Sep 16, 2009
Brian posted a blog post

Canadian Brokerage commssions matrix in Excel - in one word WOW!

Its been quite a while since I have posted on this or any other social networking site as I have been incredibly busy refining my trading tools and platforms designed in Excel. Here is one that I put together at the beginning of the summer and since Stock Trends is a great Canadian site promoting all things trade and investments, I thought that there would be no better place to highlight just exactly what this tool does.As we all know there is a plethora of online brokerages where one can trade…See More
Sep 14, 2009

Profile Information

Type of investor:
swing trader
Type of instruments traded:
stocks, ETFs, stock options, index options, futures
Trading motto:
trade what you see, not what you believe
About Me:
Brian returned home to Toronto, Canada after living for 5 years in Seattle, Washington – He had been recruited to the Untied States by a mid sized firm specializing in financial and estate planning for high net worth individuals and closely held corporations. There he began to privately manage money for a select clientele until forced by the inefficiencies of growth, to form a small fund, pooling individual assets and trading the markets in a hedged environment, exploiting option volatility mispricing strategies in conjunction with system trading development. The success of that fund led to a 2nd fund also using advanced hedging strategies for high net worth individuals. Upon returning to Toronto Brian was retained to spearhead a new fund in Canada for Refco futures called the RAFT (Refco Assist Futures Trust) trading multiple mechanical trading systems in a non-correlated environment. Since March of '04 he has been privately trading his own capital both directionally and with options while developing best of breed suite of Excel based trading platforms for Fulcrum Shift Trading, a company he co-founded. Fulcrum Shift Trading consults for both the retail and institutional clientele, focusing on Excel based risk and money management, position sizing and probability trading platforms. From the wide acceptance and positive feedback from our existing contacts and clientele, Fulcrum Shift Trading has positioned itself as the standard for market and trade consulting.
Business website/blog:
http://www.fulcrumshifttrading.com/

Brian's Blog

Scaling or legging out of a winning trade - the empirical evidence using the NEW "Equity Curve" worksheet in the m3 modeler

Posted on November 24, 2009 at 1:40pm 0 Comments

There is a great debate in the trading community as to whether one should close out an entire profitable position at a single pre-determined profit objective or, whether to close out part of your position at the same pre-determined point objective booking a portion of the profits, then move your stop loss to break even thereby leaving you in the trade in the event that the move becomes a large or runaway winner. If you stop and think about the dynamics of these 2 options, the only way a trader… Continue

$SPY - Probable forecast and and how to capitalize with double digit returns over the next 12 weeks with options

Posted on November 18, 2009 at 2:37pm 0 Comments

http://www.screencast.com/t/NzYxZGFmZjEt (Click to enlarge)

Using the F-Shift Forecaster, I wanted to get an idea - a PROBABLE idea as to where we are headed in the overall market. I downloaded WEEKLY historical data courtesy of Yahoo Finance and populated the forecaster to produce an unbiased probable outcome 12 weeks from today. Its easy to say "higher" given the current rally we are in but… Continue

Using margin - a double edged sword

Posted on November 16, 2009 at 9:27am 0 Comments

Having the ability to trade on margin is a powerful leveraging mechanism if it used correctly - but one MUST also be aware of the potential dangers. The greater the margin that is afforded you through your brokerage, the greater the potential damage one can unknowingly do their capital. Lets take a look using the m3 - Money Management Modeler. The reason I chose this topic to blog about was due to a client of mine who had requested that I expand the margin levels from the standard 2x that I had… Continue

Using margin - a double edged sword

Posted on November 16, 2009 at 9:27am 0 Comments

Having the ability to trade on margin is a powerful leveraging mechanism if it used correctly - but one MUST also be aware of the potential dangers. The greater the margin that is afforded you through your brokerage, the greater the potential damage one can unknowingly do their capital. Lets take a look using the m3 - Money Management Modeler. The reason I chose this topic to blog about was due to a client of mine who had requested that I expand the margin levels from the standard 2x that I had… Continue

New features on m3 - Money Management Modeler - NEW Margins,Price Levels and LONG/SHORT fields

Posted on November 4, 2009 at 11:36am 0 Comments

Still at it !



Fulcrum Shift Trading is constantly improving and adding value to the m3 - Money Management Modeler. These latest upgrades and enhancements were suggestions from current users of the m3. Here are the following upgrades now available;



1) User Defined Margin LevelsI received a request to include various margin levels yesterday. Some traders can leverage their accounts with very high multiples which ultimately can affect the calculations within the… Continue

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