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Yearly Performance Review:

Goals

• [ ] If you had clear goals for 2023, did you achieve them? How challenging were they?

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• [ ] If you failed to meet your goals, explain why.

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• [ ] If you set no goals, why not?

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Profit & Loss

• Did you make a net profit in 2023? (Net of any expenses)

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• If you failed to make a profit in 2023, what do you believe is the single biggest reason why? E.g. No edge? Poor execution of an edge? Lacklustre effort in showing up? Poor risk management?

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• Before examining your trading, consider everything else that makes up your trading business. Is there any way you can reduce costs to improve your bottom line: Eg Changing brokers to get better fills or commissions? Become more tax efficient?

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Performance

• What was your biggest win streak of 2023? (Consider both % gain streaks and number of winning trade streaks) Review the trades that comprised the streak, with the aim of working out the factors that led to this success. E.g. Did you trade in a market condition particularly conducive to your strategy such as a very clear trend? Can you think of a way in which you can increase the odds of replicating this again in 2024?

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• Review the trade that broke the win streak. Do you find anything interesting? Eg. It completely broke the rules that were all present during the win streak and suggest the more you win, the less cautious you get? Does this occur during other streaks?

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• What was your biggest drawdown of 2023? (Consider both % loss and number of losing trade streaks) Review the trades that comprised the streak with the aim of working out the factors that led to failure. Eg. Did you trade through a market condition such as a low volatility environment? Did a loss make you nervous enough to mismanage the following trade and the situation compounded? Can you think of a way in which this level of drawdown can be avoided in future?

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• Review the trade that broke the losing streak. Do you find anything Interesting? Does this occur during other losing streaks?

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• When you review your trades from 2023, do you find there are consistently recurring Issues?

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Consider:

• Was there a type of trade that did/didn't work well?
• Was there a particular market that you did/didn't trade well?
• Was there a particular day/time that you did/didn't trade well?
• Did you enter trades too soon/too late?
• Did you take profit too soon/too late?
• Were your stops too loote/too tight?
• Did you take poor/risk reward trades?
• Did you risk too much/too little?
• Did you miss any trades? How did this affect your bottom line?
• Did you deviate from your plan? If so, why? What was the outcome?

Note: Recurring issues can be positive or negative.

For recurring problems:

Ask:

1. What is the problem?

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2. Why do I have this problem?

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3. What is the solution?

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4. How can I implement it?

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For recurring positives:

How can I do more of what worked?

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Process & Habits

• Have you kept to a routine that keeps you present and focused during key trading hours and allows you to switch off and recharge in low probability conditions? Can you think of any way to improve on it?

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• Are there processes you feel would improve your performance, but you aren't actively Implementing them? Eg. Journaling? Regular performance reviews? If not, why not? What can you do to make sure you implement these processes going forward?

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• Are there habits you feel are I are detrimental to your performance, yet you still engage in them anyway? Eg. Being distracted by social media during the trading day? What can you do to break bad habits in 2024?

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• What distractions caused you to miss the most opportunities for trading in 2023? Work? Family commitments? Illness? Is there a way to minimise this occurring in 2024? E.g. Careful planning to mitigate work/family commitments. Look after your health better?

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Goal Setting & Personal Development

• If you could rewind 2023, what advice would you give yourself knowing what you know now? Take the e advice you would give to your past self and include it in your plan for 2024.

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• What are your goals for 2024? Eg. Monetary goals, process driven goals, learning goals

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• What processes will be put in place to ensure you meet next year's goals?

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