Daily Report Card
DRC · 2026-07-01
Daily Grade
B
Goals
When account is up, size DOWN — and cap Idea Trade at C-size, one open at a time.
Aggression
1
2
3
4
5
6
7
8
9
10
Reminder
Long-term: Conviction-to-size link stays the one disease — keep every narrative-driven pick small enough that being wrong is a papercut in dollars, not just in words.
Daily Journal
HIMS
A
closed
— / B
Chart
Entry $37.00
Stop $34.50
Target $42.00
—
closed
Notes
Standard Swing trade breakout. Pyramid add because this is a valid setup. I only want to pyramid add if this is a valid setup on its own.
ADEA
B
closed
— / B
Chart
Entry $32.31
Stop $30.55
Target $35.83
—
closed
Notes
This one is a pullback buy i didn't manage to get my position in on Monday because I was in reservist. Stop at monday low. Will stopped out if thesis is invalidated
BTDR
B
closed
— / B
Chart
Entry $15.25
Stop $14.50
Target $16.75
—
closed
Notes
SMA50 pullback buy like TWLO. This is a smaller position as those pullback buy might setup a sideway action to pyramid and add to larger size.
CRCL
C
open
— / B
Chart
Entry $63.55
Stop $58.00
Target $74.65
Notes
This is the only idea trade that I willing to bet small. It's just the sentiment of this ticker is near double bottom of prior months run up. With a strong cashflow on this company, as hold as legislation bill don't kill the revenue generation, the EV (expected value) of this trade is decent. I really quite like it and willing to stomach this to my invalidation point. Small bet on crypto.
SOFI
B+
closed
— / B
Chart
Entry $18.50
Stop $17.90
Target $19.70
—
closed
Notes
Standard swing trade
Reflection
What I did well
Taking profits. I took profits on TWLO, OKTA and exited all INOD.
What I learned
Take profit aggressively and only swing for valid setup. I might be wrong on CRCL but the EV is so good that I'm willing to gamble on it small around 0.3% position size. Bad discipline but I think this falls under intuition sense, The important thing is to have a stop and an invalidation point to get out and not bet a lot on C/Idea trades.
Actionable takeaway
I think my DRC should be improve. I need to find time and do that.
Misc
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AI Review
Five new full-risk entries in one session — every one carries a named setup and a defined stop, so per-trade process is clean and CRCL Idea Trade sized correctly small (~0.3%, C-cat) per standing goal. But book now holds 7 full-risk opens on top of 5 de-risked runners, on an aggression-4 / 3-loss-streak day — that is book expansion, not the size-DOWN the standing goal calls for when up.
- 7 full-risk opens after today's 5 adds — cap new full-risk entries per session
- CRCL Idea Trade sized small + only one open — standing goal held on that axis
- HIMS pyramid: only valid because base setup (Breakout + VWAP Cont) stands alone — keep that gate
- Aggression 4 + streak 3: adding 5 positions is opposite of what the read calls for