Looking Back on 2020's Trades and Investments

TVC:SPX   S&P 500 Index
This is a Trading and Investing Review Sheet for 2020, where you look back on all your trades and investments, and evaluate on how the year went.
This post was inspired by Richard Moglen on Twitter .

As a trader, evaluate your trades based on this criteria:
1. Profitability
2. Max Drawdown ( MDD )
3. Trading Strategy
4. Capital Management
5. Trading Plan
6. Trading Log
7. Emotional Restraint
8. Education
9. Routine
10. Best Trade of 2020
11. Worst Trade of 2020
12. Improvements for 2021

As an investor, evaluate your investments based on this criteria:
1. Profitability
2. Risk Management
3. Investment Ideas
4. Capital Management
5. Portfolio Management
6. Diversification
7. Investment Strategy
8. Education
9. New Opportunities
10. Best Investments of 2020
11. Worst Investments of 2020
12. Improvements for 2021

If you like this educational post, please make sure to like, and follow for more quality content!
If you have any questions or comments, feel free to comment below! :)


Was looking for this, thank you! Got a lot of homework to this weekend ;)
Thanks for this Michael
Well written. Thanks michael! :D
@Inandouthunter, Thank you for commenting! :)
This advice is golden. Thanks Michael
@welf, Glad you found it helpful. Thank you welf!
Great Framework! I'll go through and do my results:

(1-10) higher = better/happy with, lower = worse/not happy with

Profitability: +364.6%, about 70% more than the year prior. (10)
MDD: -26.7% (3)
Trading Strategy: Cash Yield + Momentum Discretionary (10)
Capital Management: The average day in 2020 I had 94% of Buying Power deployed (8)
Portfolio Management / Trading Plan: Executed with a high level of compliance (10)
Trading Log: Tracked Cash Yield trades laboriously, did not actively track "ego" trades (6)
Diversification: Had 60+ positions at almost all times this year, no one position >8% of my BP (9)
Emotional Restraint: Did an ~ok~ job keeping emotions out of ego trades, did a perfect job keeping emotions out of Cash yield Trades (7)
Education: Learned more about options complexities reading "Positional Options Trading"
Routine: Simple Routine; allwos for deviation and trading from different venues - was effective in preparing me for the day (9)
Best Trade of 2020: Buying TRNE at 11 and selling it the day the merger completed
Worst Trade of 2020: Shorting JKS in the high 40's for the first time & stressing for all of october about the position until I eked out a tiny profit on a huge DD - no bueno
Improvements for 2021: Continue to incorporate Skew into my cash yield strategy, continually improve my risk management & hedging techniques, start to track ego trades, work into an even bigger firm account, pray to god the firm's trading desk re-opens, im sick of trading from home LOL
@Pholesolus, Amazing stuff. Thanks for sharing this with me!
Thanks for this, a gentle reminder for me to keep track of this stuff I am lazy and have been putting it off haha
@kyer, Haha we all gotta do it sooner or later. Thanks for commenting!
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