We control the things we can control, and harness technology to mitigate
any of the cognitive mistakes that are common to discretionary traders.

The 3 things that matter the most to us are:
Price, Price and Price

We patiently OBSERVE price action of all the instruments in our portfolio and the relationships between them. Prices are the primary return driver and form the basis for all trading decisions including identifying potential new trends and trend failures.

Our models define the prevailing market environment and automatically ORIENTATE the portfolio as market regimes change and in recognition that trend strategies such as ours tend to make most of their money during relatively short periods of time.

Volatility, risk vs. reward on open positions, chart structure and other characteristics of the underlying instruments will ultimately DECIDE through a competition for capital how our risk is to be allocated across the instruments traded.

Our automated trading algorithms then ACT upon each signal as needed, removing emotions such as fear and greed.


GREEN bars indicate a LONG position. RED bars indicate a SHORT position. BLACK bars indicate FLAT/NEUTRAL.
BLUE crosses indicate trade initation, liquidation, or partial profit-taking levels.
BLUE lines indicate trade duration.

Disclaimer: These charts help to describe our models' performance, but actual results may have varied.


  • We determine the prevailing market regime and adjust the portfolio accordingly.
  • A competition for capital determines the risk budget for each trade before any position is even taken.
  • We calculate trend channels of multiple speeds to identify potential trends.
  • As instruments exit established patterns, they are acted upon without hesitation.
  • At all times a protective stop loss is in place to preserve capital.
  • Small losses are quickly dispatched and forgotten about. Our models may re-establish as needed.
  • Winning trades are nurtured to balance boldness with humility.
  • We employ a dynamic trailing stop at all times to guard against a drawdown and protect gains.
  • Our models may gradually reduce holdings to capture hard-earned profits, or as better trade opportunities present themselves.