Two weeks in, the shape is starting to surface. Your wins tend to be quiet — you size into the trades you thought about for days, and you let those run. The losses, almost always, come from the ones you sized up after the move had already started.
It looks like conviction carries the book. The positions you wrote a full thesis for are the ones you held through the noise; the ones you opened on a hunch are the ones you cut early. Worth asking what set them apart — the setup, or how sure you were before the first buy.
Keep writing the why. The trades you wrote one full sentence about are the ones you did not second-guess when the week turned.
— Iris