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Allocations when using RTMs
Last Activity 4/15/2019 7:43 PM
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Mark Holstius

Posts: 744

Joined: 10/11/2012
Location: Sleepy Hollow, IL

User Profile
Subject : Allocations when using RTMs
Posted : 4/14/2019 9:21 AM
Post #37143

This is a copy of my latest post in a thread over in the ATM forum.

The system is live in OV and some of you might find the discussion interesting, but you don’t monitor the ATM forum - so I thought it might be helpful to duplicate it here. Forgive me for the repetition if you’ve already seen it…

It’s the latest reply in a thread investigating the effect of increasing allocations when using RTMs;

The post is copied below;

It’s been about 3 months since I began this thread detailing my reasons for increasing the allocations in my Follow The Money HD portfolio. I’m in between trips to see the grandchildren this weekend and thought I’d post an update on how things were going.

To summarize, my theory is that during major DDs RTMs “pile on” - resulting in a higher allocation of equity during the DDs that can negate the gains made with lower average allocations during normal trading periods. We don’t avoid the DDs, but by raising the Avg % Invested during “normal / profitable” periods we build up enough equity to weather the storm and remain profitable over time. The statistics I shared in this thread (above) showed consistently better performance when using higher allocations that raise the Avg % Invested with the FTM RTM portfolio.

I stated on 1/29 that I was going to adjust my allocations: “trading with these higher allocations will be new for me. I may find it a bit uncomfortable at first, but all the data indicates that it could be a significant improvement. As a result, I’ve increased the allocation levels in my FTM accounts and plan to just let it run.

I’m happy to say that it’s working well so far…

I’m trading Margin and IRA accounts using Nirvana’s servers with IB - an excellent combination that’s worked flawlessly for 2 years now.

Those accounts are up the same percentages as these snags from OV;

In slightly less than 3 months from 1/29/19 to today:

Margin +28%
IRA +14%
(SPY +10%)



I’ll be the first to admit that 3 months isn’t enough time to validate this, especially since we haven’t had any large DDs since January…

However, it’s important to point out that this portfolio’s been trading live in Elite Traders since before 2018, and that these charts starting 15 months ago in January 2018 represent trades that were actually taken.

They’re not just a theoretical BT or FT. The improved performance is just the result of modifying the Account Settings in OV, not any changes to the system or its choice of trades.

Had we been using these allocations in 2018, we would’ve been up +110% using Margin and +50% in an IRA.

To everyone trading it (myself included) … I’m sorry I didn’t recognize it sooner. It would’ve been nice to be writing about that.

Some subscribers told me they were planning to use allocations higher than the low ones I originally posted and used in my own trading. I certainly hope you did. I’ll let it run unattended with these new allocations and update as things progress.

In addition... I'm working on systems that take advantage of the new tools and concepts Ed and Jeff are currently sharing in their excellent Trade Secrets series. Their insights into Market Breadth and Volatility have been outstanding, and the knowledge they've shared is definitely improving my results.

Those developments, coupled with the progress Nirvana is making in GA & AI, should make this an exceptional year.

I’m looking forward to celebrating at the Bash… and happy that Ed is delaying it so they can concentrate on perfecting those enhancements and upgrades.

Good luck in your trading…

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Mark Holstius

Posts: 744

Joined: 10/11/2012
Location: Sleepy Hollow, IL

User Profile
Subject : RE: Allocations when using RTMs
Posted : 4/15/2019 7:43 PM
Post #37145 - In reply to #37143

I’ve had subscribers ask about what they need to do to set up the Follow The Money HD portfolio to mirror the settings I’ve been using since 1/29/19 to obtain the results I've posted.

You just need to adjust the account settings and the trade multiplier(s).

Select the account containing FTM HD and then go to the Portfolio Library tab.

In the Portfolio Library, adjust the Trade Multiplier and then scroll down and hit “Save”. This is what adjusts the allocation / trade.

Then confirm the rest of the Account Settings...


These are the settings for an IRA;

Let me know if you have questions,

[Edited by Mark Holstius on 4/15/2019 7:48 PM]

Attached file : 02 Margin Settings.png (432KB - 200 downloads)
Attached file : 03 IRA Settings.png (160KB - 196 downloads)

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