Mindset Meets Mechanics - Portfolio Considerations | March 19, 2025
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Why Watch This Video?
You'll see how and why real-money portfolios have made new all-time highs as two continue to outperform the S&P500 Total Return index over the last 2.5 years. As a third outperforms the ASX200 Accum index over the last 6 months.
This video contains deep discussion about Trading In The Zone by Mark Douglas and the psychology of trading. And also about Trading and surviving thru Discomfort Zones to thrive when the right conditions come around again.
You'll find out about the next Learn To Trade Properly Study Group.
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CHAPTERS
Mindset Meets Mechanics - Portfolio Considerations | March 19, 2025
00:00 - Introduction to Portfolio Considerations
02:10 - Strength quote by Arnold Schwarzeneger
04:23 - Recent S&P500 & $XJO performance
06:48 - Recent Real-world Portfolios Performance on U.S. & ASX
08:51 - Active vs. Passive Investment Strategies
10:42 - Analyzing Portfolio Performance and Expectations
13:01 - Trade Exits over the Last Month
15:11 - The Primal Mind and Winning / Loss Trades
17:24 - Losing & Winning Trades on the U.S. Stock Market
21:05 - An Identifiable Edge and Expectancy Formula
22:47 - When last did you buy a trading book?
25:36 - The Role of Trading Tools and Adaptability
29:24 - Future Considerations and Developing Confidence
32:57 - Conclusion and Q&A
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In this ‘Real-world Portfolios’ video we track the ongoing journeys of the real-money SPA3 Investor ASX and USA Public Portfolios. These swing trading / position trading portfolios use a mechanical system that encompasses timing, risk management and money management.
In this session titled "Mindset Meets Mechanics - Portfolio Considerations," the focus is on the mental aspects of trading and portfolio management. The discussion emphasizes the importance of enduring drawdowns, especially a 10% loss, as part of the learning process in trading. It highlights the necessity of maintaining a disciplined mindset under pressure and remaining objective while trading. The session also touches on the challenges of active versus passive investment strategies and the need for traders to develop a strong edge by understanding and sticking to their strategies, regardless of short-term volatility. Additionally, they explore the concept of trading identity and how critical it is to build confidence and faith in one's edge to avoid falling into fear-driven decision-making.
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General Disclaimer
Before making an investment decision, an investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the advice is appropriate in light of the particular needs, objectives and financial circumstances of the investor or prospective investor.
Investments can go up and down. Investors and prospective investors need to recognize that past returns are not a reliable indicator of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk, sector risk, company risk and liquidity risk. Investors and prospective investors should ensure that they understand the risks involved and have strategies to manage and minimize the negative impact that these risks may cause.
Share Wealth Systems does not take into account the investment objectives, financial situation and/or needs of any particular person. Share Wealth Systems has an AFSL Licence No: 250900.
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Mindset Meets Mechanics - Portfolio Considerations | February 19, 2025
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