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50K Portfolio Update on 03/27/2025

Exactly one year after we have released the 50K Portfolio, we are posting an update for this. In this video we discuss:


  • Out of sample hypothetical performance since it was released one year ago.

  • Rationale for the changes and updates.

  • Capital required

  • Hypothetical Performance in Multicharts Portfolio Trader

  • Hypothetical Performance in Portfolio Calculator


Out of sample hypothetical performance since it was released - there were positive signals and gains through the end of 2024. Since 2025, there has been a worse case drawdown with a portion of the gains from 2024. Hypothetically, with slippage and commission, the April 1 - December 31, 2024 hypothetical performance was $65,790. The losses in 2025 are -$17,510.


Rational for the changes and updates - We remove the two overnight swing trade strategies for Crude Oil and Soybeans as well as two overactive Nasdaq strategies along with a Gap Fill strategy. We update Viper 2021 to Viper 2025 which requires more correlation between the broader and narrow market, use Gap Continuation 2020 NQ with a larger stop loss ($1200), which is in line with our other portfolios, update Cobra CT III ES to Cobra CT III ES 2023, and update Cobra III ES to trade the one minute version using the same strategy approach.


Captial required is larger with higher margin levels. It could be traded with 50K but 100K - 200K levels are a better allocation.


Hypothetical Performance for the 50K Portfolio can be seen in the Multicharts Portfolio Trader as well as the Portfolio Calculator. The Multicharts Portfolio Traders shows the individual trading systems performance for each strategy as well.


Drawdown differences - The Multicharts Portfolio Trader uses the closed trade equity drawdown level while the Portfolio Calculator uses the end of day drawdown levels. We don't measure risk from intra-day equity peaks so the value of the closed trade drawdown can be higher than the end of day drawdown. We don't incur end of day risk based on giving back intra-day profits.



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U.S. Government Required Disclaimer - Commodity Futures Trading Commission. Futures and options trading has large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the futures and options markets. Don't trade with money you can't afford to lose. This website is neither a solicitation nor an offer to Buy/Sell futures or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed on this website. The past performance of any trading system or methodology is not necessarily indicative of future results.

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CFTC RULE 4.41 - HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY, SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.

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