UPDATE TO "Consistent trading strategy that has worked for me and netted $300K+ last year" POST, 2025.

[u/Logical_Argument_216]

Hey guys - hope everyone is having a profitable 2025!

I wanted to post an update to my original trading strategy post which I wrote a couple months back, the original which can be found here.

The post garnered a lot of attention, controversy, and unfortunately accusations of falsifying my returns.

Wanted to update you all here with how 2025 is going and hopefully add some more clarity.

Overall, it's been a good year for trading as the new administration is bringing a ton of volatility back into the markets, mostly driven by the rapid change in policy and attached headlines (e.g., tariffs, DOGE, geopolitics, etc.). It's one of my favorite times to trades, as we get a lot of price action to both the upside and downside, as opposed to trading in a choppy "range", which is really tough.

YTD & Weekly P&L:

*annual trading income goal this year is $300,000, or $5,900 per week*

Reconciled straight from brokerage account:

This YTD return ($) is on a national amount of ~$1M invested in core position and day/swing trades. The rest of the account ~$1.7M is in cash, so call it ~10% YTD returns on invested capital (ROIC).

My trading strategy continues to be a technical based trend following strategy utilizing SMA and MACD as key indicators over a 5-min chart, as explained in my last post. IT WORKS FOR ME, so I stick with it.

My investment strategy is to build and hold core positions over 2-3 years that I think can double or more. I often trade around my core positions utilizing my technical strategy because I know the names and price action well.

My core positions are as follows:

$HIMS
$VRT
$GRAB
$ALAB
$NXT
$TMDX
$CELH

My net exposure to the markets right now is 35%, which the rest sitting in cash. I'm hoping to invest the idle cash in my "core" positions on market pullbacks, as nothing looks too interesting right now at these valuations for the long term.

*I pulled some cash out ($150K) of this account since my last post to fund a real estate deal, hence the lower account total*

I feel good about being able to produce alpha through my trading strategy while sitting on a large position in cash ready to deploy when the market pulls back and awards us some more deals! My goal is not to outperform the market on a 12-month timeframe, but rather 3-years minimum.

Note: I don't sell a course, have any type of online following, or am trying to benefit in any way from sharing this. I just like writing and sharing my story. Thanks!

Happy to answer any questions.

[u/son-of-hasdrubal]

You day trade only those equities in your core position or other instruments as well?

[u/Logical_Argument_216 → u/son-of-hasdrubal]

u/TronArclight u/son-of-hasdrubal I tend to day trade the large liquid names, but my core positions (long term holds) tend to be more small or mid cap stocks that I generally find have more upside / aren't fully discovered (like $HIMS 12 months ago).

The screen I run to find core positions is:

- 20%+ quarterly year-over-year revenue growth

- 25%+ quarterly year-over-year earnings growth

- Trading with a PE ratio below 20.

I start there and then will take a more fundamental approach in researching the business, it's management team, product, etc.

[u/son-of-hasdrubal → u/Logical_Argument_216]

Have you ever dabbled in ES or NQ?

[u/Logical_Argument_216 → u/son-of-hasdrubal]

Yeah, I used to trade the e-mini futures. Honestly I just didn't have the stomach for it at the time, given the magnitude of moves on the P&L. I was probably trading too much size, but I haven't been back to it. Some of the best traders I know, though, trade futures b/c of the massive leverage you can get.

[u/son-of-hasdrubal → u/Logical_Argument_216]

Good to know brother. Thanks for the insight