Ankur Patel presents
with finallynitin
@2024 finallyNITIN
answer yourself
why are you trading?
passion
Profession
participation
@2024 finallyNITIN
How trading-friendly is your job?
@2024 finallyNITIN
unfriendly
partially friendly
very friendly
How much is your trading capital?
Small
medium
huge
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What are your expectation of returns from trading?
beating FD
Beating Index
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beating yourself
answer yourself
Profession
PASSION
partially friendly
super-perfpormance
medium
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AREA of interest
AREA of interest
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credits
chart setup
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bullish or bearish
bullish or bearish
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range
range
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volume ONly
volume ONly
- HVQ / HVY / HVE
- LVQ / LVY
- Pocket Pivot Volumes
- Bull Snort Volumes
- Power Volumes
volume + UPMOVE
volume + UPMOVE
volumes
volumes
@2024 finallyNITIN
process
The Trader's Filtration Process
The Trader's Filtration Process
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right
stock
right
size
right
time
THE RIGHT APPROACH
THE RIGHT APPROACH
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right time
net new highs
net new highs
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@2024 finallyNITIN
breadth
breadth
BULL
BULL
BEAR
BEAR
NNH positive
NNH positive
NNH positive
easy money
Breadth
improving
Breadth
worsening
Breadth
weakening
Breadth
strong
Breadth
overbought or
divergence
Breadth
oversold
no money
hard money
NNH sideways
NNH sideways
NNH negative
@2024 finallyNITIN
right stock
Avg vol * Avg Price
should be > 10-20 times of max size
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liquidity
liquidity
High Average Daily Volume + Low Float
High
average
daily
vol
Low
Float
Potential for big & fast move
Potential for big & fast move
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10 week MA
40 week MA
fresh stage-2
fresh stage-2
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Growth (Sales & EPS growth + stable or growing OPM ) + Low Debt
+ high ROI (ROCE or ROE)
growth
growth
Valuation
Valuation
quality
quality
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fundamentals
fundamentals
relative strength
relative strength
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right size
the risk of ruin
the risk of ruin
the risk of comfort
the risk of comfort
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Full stock allocation
would be build through
TWO different positions
= 8 partial positions
Fixed allocation of 25%
= 4 full positions
position sizing
position sizing
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Maximum loss
↓
8% of
partial position
12.5%
12.5%
25%
25%
25%
25%
25%
25%
25%
25%
12.5%
12.5%
Maximum loss
↓
4% of
a full position
Maximum loss
↓
1% of
total equity
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positional
positional
swing
swing
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Fresh Stage-2
Avoids risk of ruin
right
stock
right
size
right
time
losses within
mental threshold
Theme/Catalyst
Significant impact
on portfolio
Relative Strength
Volatility contraction
Easy Markets
Corporate inaction
THE RIGHT APPROACH
THE RIGHT APPROACH
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scans & Watchlists
Pullback scans
NR4/7/21 scan
3WTC or WIB
Squeeze
contraction
SCANS
expansion SCANS
UNIVERSE SCANS
Breakout Scans
Power Volumes
Pocket Pivot Scans
Total Universe
IPO Scans
Stage Scans
52-week High
RS scans
Fundamental Scans
@2024 finallyNITIN
Blue: Liquid & Tradable
Green: Setup but no valid entry
(lack of tightness, extension)
Yellow: Ready for entry
(tight, pullback, urgency)
WATCHLISTS
WATCHLISTS
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WATCHLISTS
WATCHLISTS
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The Trader's Filtration Process
The Trader's Filtration Process
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setup
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trade style
positional
swing
big base / stage
big base / stage
base
base
FLAG
FLAG
significant
absolute
supply absorption
decent
@2024 finallyNITIN
3
3
2
2
1
1
0
0
Pullback within
the first base
is the best of both worlds
base counting
base counting
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C&H
IHNS
SYMT
FB
DB
- DTL BO
- ITB PB
- ONP BO / ONP PB
- OTB PB
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trade management
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all in
scale out
all in
scale out
all in
all out
all in
all out
@2024 finallyNITIN
scale in
all out
scale in
all out
scale in
scale out
scale in
scale out
trade style
positional
swing
big base / stage
big base / stage
base
base
FLAG
FLAG
decent
significant
supply absorption
minimal
@2024 finallyNITIN
young trend
young trend
old trend
old trend
@2024 finallyNITIN
exit
@2024 finallyNITIN
SL - initial
SL - initial
SL - breakeven
SL - breakeven
Exit on T0
@ > -0.5R
with GTT at
H or H[-1]
No questions asked
After ‘significant’ gains
voluntary exit
voluntary exit
sl - trailing
sl - trailing
Time out
OR
Sell in Strength
MA (20 or 50)
OR
Swing low
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journaling
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Win Rate
Average % Gain
Average % Loss
Holding period
objective
objective
"A trader's mind
fluctuates
mainly between
2 emotions,
indecisiveness
& regret”
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SUbjective
SUbjective
talking points
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simple is good
simple is good
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You are this far away from your goal...
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