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These are hypothetical performance results that have certain inherent limitations. Learn more

Holistic Trader
(148467970)

Created by: DisciplinedTrader DisciplinedTrader
Started: 06/2024
Stocks
Last trade: 4 days ago

Subscriptions not available

No subscriptions are currently available for this strategy because the strategy manager has capped the maximum number of subscribers.

Subscription terms. Subscriptions to this system cost $150.00 per month.

C2Star

C2Star is a certification program for trading strategies. In order to become "C2Star Certified," a strategy must apply tight risk controls, and must exhibit excellent performance characteristics, including low drawdowns.

You can read more about C2Star certification requirements here.

Note that: all trading strategies are risky, and C2Star Certification does not imply that a strategy is low risk.

3.5%
Cumul. Return

Rate of Return Calculations

Overview

To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. For strategies with longer track records, we display Annualized (Compounded) Rate of Return.

How Cumulative Rate of Return is calculated

= (Ending_equity - Starting_equity) / Starting_equity

Remember that, following NFA requirements, strategy subscription costs and estimated commissions are included in marked-to-market equity calculations.

All results are hypothetical.

(9.3%)
Max Drawdown
84
Num Trades
76.2%
Win Trades
1.4 : 1
Profit Factor
50.0%
Win Months
Hypothetical Monthly Returns (includes system fee and Typical Broker commissions and fees)
 JanFebMarAprMayJunJulAugSepOctNovDecYTD
2024                                   (3.9%)+7.7%                              +3.5%

Model Account Details

A trading strategy on Collective2. Follow it in your broker account, or use a free simulated trading account.

Advanced users may want to use this information to adjust their AutoTrade scaling, or merely to understand the magnitudes of the nearby chart.

System developer has asked us to delay this information by 72 hours.

Trading Record

Download CSV
Long
Short
Both
Win
Loss
Both
Show More details Show Fewer details
Opened Date/TimeSymbolDescriptionSideQtyAvg PriceClosed Date/TimeAvg PriceDrawdownP/L
7/19/24 13:11 NVDU DIREXION DAILY NVDA BULL 1.5X SHARES LONG 50 99.37 7/19 15:24 100.26 0.13%
Trade id #148695798
Max drawdown($63)
Time7/19/24 13:22
Quant open50
Worst price98.10
Drawdown as % of equity-0.13%
$44
Includes Typical Broker Commissions trade costs of $1.00
7/19/24 14:48 AVGO BROADCOM LIMITED ORDINARY SHARES LONG 50 157.89 7/19 15:06 159.22 n/a $66
Includes Typical Broker Commissions trade costs of $1.00
7/19/24 10:16 PDD PINDUODUO INC. ADS LONG 150 132.00 7/19 14:22 132.63 0.12%
Trade id #148693294
Max drawdown($58)
Time7/19/24 12:38
Quant open150
Worst price131.61
Drawdown as % of equity-0.12%
$92
Includes Typical Broker Commissions trade costs of $3.00
7/19/24 13:35 CRWD CROWDSTRIKE HOLDINGS INC. CLASS A LONG 10 301.25 7/19 14:17 304.05 0.02%
Trade id #148696004
Max drawdown($10)
Time7/19/24 13:58
Quant open10
Worst price300.22
Drawdown as % of equity-0.02%
$28
Includes Typical Broker Commissions trade costs of $0.20
7/19/24 13:18 FAS DIREXION DAILY FINANCIAL BULL LONG 100 113.48 7/19 14:00 114.23 0.08%
Trade id #148695865
Max drawdown($38)
Time7/19/24 13:24
Quant open100
Worst price113.10
Drawdown as % of equity-0.08%
$73
Includes Typical Broker Commissions trade costs of $2.00
7/19/24 13:25 SERV SERVE ROBOTICS INC. SHORT 200 8.77 7/19 13:34 8.22 0.08%
Trade id #148695937
Max drawdown($40)
Time7/19/24 13:28
Quant open200
Worst price8.97
Drawdown as % of equity-0.08%
$106
Includes Typical Broker Commissions trade costs of $4.00
7/19/24 11:08 NFLX NETFLIX SHORT 40 648.12 7/19 11:29 638.22 n/a $395
Includes Typical Broker Commissions trade costs of $0.80
7/19/24 10:26 FIVE FIVE BELOW INC LONG 100 74.01 7/19 11:20 74.32 0.08%
Trade id #148693384
Max drawdown($37)
Time7/19/24 11:03
Quant open100
Worst price73.63
Drawdown as % of equity-0.08%
$29
Includes Typical Broker Commissions trade costs of $2.00
7/19/24 10:58 CRWD CROWDSTRIKE HOLDINGS INC. CLASS A LONG 5 313.09 7/19 11:06 315.00 n/a $10
Includes Typical Broker Commissions trade costs of $0.10
7/19/24 9:43 CRWD CROWDSTRIKE HOLDINGS INC. CLASS A LONG 5 302.86 7/19 9:45 305.45 n/a $13
Includes Typical Broker Commissions trade costs of $0.10
7/18/24 15:30 JMIA JUMIA TECHNOLOGIES AG LONG 500 12.14 7/18 15:39 12.32 n/a $80
Includes Typical Broker Commissions trade costs of $10.00
7/18/24 10:23 FIVE FIVE BELOW INC LONG 100 74.08 7/18 14:55 74.74 0.48%
Trade id #148680350
Max drawdown($242)
Time7/18/24 14:08
Quant open100
Worst price71.66
Drawdown as % of equity-0.48%
$64
Includes Typical Broker Commissions trade costs of $2.00
7/18/24 14:33 TSM TAIWAN SEMICONDUCTOR LONG 50 169.17 7/18 14:36 169.87 n/a $34
Includes Typical Broker Commissions trade costs of $1.00
7/18/24 13:10 ZS ZSCALER INC. COMMON STOCK LONG 50 191.49 7/18 14:28 189.28 0.21%
Trade id #148683525
Max drawdown($105)
Time7/18/24 14:13
Quant open50
Worst price189.39
Drawdown as % of equity-0.21%
($112)
Includes Typical Broker Commissions trade costs of $1.00
7/17/24 11:28 METU DIREXION DAILY META BULL 2X SHARES LONG 100 23.71 7/18 13:52 23.95 0.24%
Trade id #148671218
Max drawdown($120)
Time7/17/24 15:46
Quant open100
Worst price22.51
Drawdown as % of equity-0.24%
$22
Includes Typical Broker Commissions trade costs of $2.00
7/18/24 12:29 PDD PINDUODUO INC. ADS LONG 50 131.55 7/18 13:27 132.07 n/a $25
Includes Typical Broker Commissions trade costs of $1.00
7/18/24 10:54 JMIA JUMIA TECHNOLOGIES AG LONG 500 12.11 7/18 12:33 12.35 0.19%
Trade id #148681068
Max drawdown($95)
Time7/18/24 11:33
Quant open500
Worst price11.92
Drawdown as % of equity-0.19%
$110
Includes Typical Broker Commissions trade costs of $10.00
7/18/24 12:27 PDD PINDUODUO INC. ADS SHORT 50 131.50 7/18 12:27 131.56 0.01%
Trade id #148683125
Max drawdown($3)
Time7/18/24 12:27
Quant open50
Worst price131.56
Drawdown as % of equity-0.01%
($4)
Includes Typical Broker Commissions trade costs of $1.00
7/18/24 11:51 NVDU DIREXION DAILY NVDA BULL 1.5X SHARES LONG 100 100.31 7/18 12:22 101.19 0.26%
Trade id #148682701
Max drawdown($130)
Time7/18/24 12:03
Quant open100
Worst price99.00
Drawdown as % of equity-0.26%
$87
Includes Typical Broker Commissions trade costs of $2.00
7/18/24 9:47 FIVE FIVE BELOW INC LONG 50 73.60 7/18 9:57 76.33 n/a $136
Includes Typical Broker Commissions trade costs of $1.00
7/17/24 11:00 PDD PINDUODUO INC. ADS LONG 50 132.23 7/18 9:44 133.34 0.19%
Trade id #148670912
Max drawdown($96)
Time7/17/24 12:27
Quant open50
Worst price130.30
Drawdown as % of equity-0.19%
$55
Includes Typical Broker Commissions trade costs of $1.00
7/17/24 11:40 SMCI SUPER MICRO COMPUTER LONG 20 827.39 7/18 9:31 828.00 0.5%
Trade id #148671321
Max drawdown($248)
Time7/17/24 14:52
Quant open20
Worst price814.96
Drawdown as % of equity-0.50%
$12
Includes Typical Broker Commissions trade costs of $0.40
7/17/24 12:34 NVDU DIREXION DAILY NVDA BULL 1.5X SHARES LONG 50 99.14 7/18 9:31 106.19 0.2%
Trade id #148672714
Max drawdown($99)
Time7/17/24 12:50
Quant open50
Worst price97.16
Drawdown as % of equity-0.20%
$352
Includes Typical Broker Commissions trade costs of $1.00
7/16/24 12:20 COIN COINBASE GLOBAL INC. CLASS A SHORT 300 247.59 7/17 9:30 246.96 2.81%
Trade id #148662726
Max drawdown($1,357)
Time7/16/24 15:55
Quant open300
Worst price252.12
Drawdown as % of equity-2.81%
$185
Includes Typical Broker Commissions trade costs of $6.00
7/16/24 12:07 TSLZ T-REX -2X TESLA DAILY TARGET ETF LONG 500 13.68 7/16 12:18 14.02 n/a $160
Includes Typical Broker Commissions trade costs of $10.00
7/16/24 12:08 COIN COINBASE GLOBAL INC. CLASS A SHORT 100 246.69 7/16 12:14 245.25 n/a $142
Includes Typical Broker Commissions trade costs of $2.00
7/11/24 13:05 UAL UNITED AIRLINES HOLDINGS INC LONG 500 45.49 7/16 11:32 46.34 1.43%
Trade id #148625483
Max drawdown($684)
Time7/15/24 0:00
Quant open500
Worst price44.12
Drawdown as % of equity-1.43%
$416
Includes Typical Broker Commissions trade costs of $10.00
7/15/24 12:37 TSLZ T-REX -2X TESLA DAILY TARGET ETF LONG 500 12.93 7/15 15:20 13.26 0.21%
Trade id #148652025
Max drawdown($100)
Time7/15/24 12:56
Quant open500
Worst price12.73
Drawdown as % of equity-0.21%
$155
Includes Typical Broker Commissions trade costs of $10.00
7/15/24 14:27 TSLA TESLA INC. SHORT 50 259.53 7/15 14:42 257.71 0.02%
Trade id #148653273
Max drawdown($8)
Time7/15/24 14:32
Quant open50
Worst price259.69
Drawdown as % of equity-0.02%
$90
Includes Typical Broker Commissions trade costs of $1.00
7/15/24 10:57 TSLZ T-REX -2X TESLA DAILY TARGET ETF LONG 500 12.62 7/15 11:48 13.01 0.14%
Trade id #148650005
Max drawdown($65)
Time7/15/24 11:11
Quant open500
Worst price12.49
Drawdown as % of equity-0.14%
$185
Includes Typical Broker Commissions trade costs of $10.00

Statistics

  • Strategy began
    6/21/2024
  • Suggested Minimum Cap
    $35,000
  • Strategy Age (days)
    32.31
  • Age
    32 days ago
  • What it trades
    Stocks
  • # Trades
    84
  • # Profitable
    64
  • % Profitable
    76.20%
  • Avg trade duration
    1.3 days
  • Max peak-to-valley drawdown
    9.3%
  • drawdown period
    June 23, 2024 - July 10, 2024
  • Cumul. Return
    3.5%
  • Avg win
    $127.81
  • Avg loss
    $290.10
  • Model Account Values (Raw)
  • Cash
    $45,766
  • Margin Used
    ($6,672)
  • Buying Power
    $52,402
  • Ratios
  • W:L ratio
    1.42:1
  • Sharpe Ratio
  • Sortino Ratio
  • Calmar Ratio
  • CORRELATION STATISTICS
  • Return of Strat Pcnt - Return of SP500 Pcnt (cumu)
    1.57%
  • Return Percent SP500 (cumu) during strategy life
    1.67%
  • Verified
  • C2Star
    1
  • Return Statistics
  • Ann Return (w trading costs)
    41.7%
  • Instruments
  • Percent Trades Options
    n/a
  • Percent Trades Futures
    n/a
  • Slump
  • Current Slump, time of slump as pcnt of strategy life
    n/a
  • Instruments
  • Percent Trades Stocks
    1.00%
  • Slump
  • Current Slump as Pcnt Equity
    n/a
  • Return Statistics
  • Return Pcnt Since TOS Status
    n/a
  • Instruments
  • Short Options - Percent Covered
    100.00%
  • Return Statistics
  • Return Pcnt (Compound or Annual, age-based, NFA compliant)
    0.035%
  • Instruments
  • Percent Trades Forex
    n/a
  • Return Statistics
  • Ann Return (Compnd, No Fees)
    66.8%
  • Risk of Ruin (Monte-Carlo)
  • Chance of 10% account loss
    n/a
  • Chance of 20% account loss
    n/a
  • Chance of 30% account loss
    n/a
  • Chance of 40% account loss
    n/a
  • Chance of 60% account loss (Monte Carlo)
    n/a
  • Chance of 70% account loss (Monte Carlo)
    n/a
  • Chance of 80% account loss (Monte Carlo)
    n/a
  • Chance of 90% account loss (Monte Carlo)
    n/a
  • Automation
  • Percentage Signals Automated
    n/a
  • Risk of Ruin (Monte-Carlo)
  • Chance of 50% account loss
    n/a
  • Popularity
  • Popularity (Today)
    620
  • Popularity (Last 6 weeks)
    745
  • Popularity (7 days, Percentile 1000 scale)
    0
  • Trading Style
  • Any stock shorts? 0/1
    1
  • Popularity
  • C2 Score
    938
  • Trades-Own-System Certification
  • Trades Own System?
    -
  • TOS percent
    n/a
  • Win / Loss
  • Avg Win
    $128
  • Avg Loss
    $290
  • Sum Trade PL (losers)
    $5,802.000
  • Sum Trade PL (winners)
    $8,180.000
  • # Winners
    64
  • Dividends
  • Dividends Received in Model Acct
    24
  • Win / Loss
  • Num Months Winners
    1
  • Age
  • Num Months filled monthly returns table
    2
  • Win / Loss
  • # Losers
    20
  • % Winners
    76.2%
  • Frequency
  • Avg Position Time (mins)
    1841.53
  • Avg Position Time (hrs)
    30.69
  • Avg Trade Length
    1.3 days
  • Last Trade Ago
    0
  • Leverage
  • Daily leverage (average)
    0.57
  • Daily leverage (max)
    0.57
  • Maximum Adverse Excursion (MAE)
  • Hold-and-Hope Ratio
    0.038
  • Analysis based on DAILY values, last 6 months only
  • DRAW DOWN STATISTICS
  • Risk estimates based on draw downs (based on Extreme Value T
  • assuming Pareto losses only (using partial moments from Sortino statistics)
  • Max Equity Drawdown (num days)
    17
  • Last 4 Months - Pcnt Negative
    0.25%
  • Strat Max DD how much worse than SP500 max DD during strat life?
    -333632000

Strategy Description

Summary Statistics

Strategy began
2024-06-21
Suggested Minimum Capital
$35,000
Rank at C2 %
Top 6.2%
Rank # 
#244
# Trades
84
# Profitable
64
% Profitable
76.2%
Net Dividends
Sharpe Ratio
-
Sortino Ratio
0.00
Beta
0.00
Alpha
0.00
Leverage
0.57 Average
0.57 Maximum
Summary
Higher leverage = greater risk.

More information about leverage

Collective2 calculates the maximum leverage used by a strategy in each day. We then display the average of these measurements (i.e. the average daily maximum leverage) and the greatest of these measurements (maximum daily leverage).

Leverage is the ratio of total notional value controlled by a strategy divided by its Model Account equity. Generally higher leverage implies greater risk.

Example of calculation:
The Strategy buys 100 shares of stock at $12 per share.
The Model Account equity during that day is $5,000.
The leverage is: $1200 / $5,000 = 0.24

This is a useful measurement, but it should be considered in context. This measurement doesn't take into account important factors, such as when multiple positions are held that are inversely correlated. Nor does the measurement take into account the volatility of the instruments being held.

In addition, certain asset classes are inherently more leveraged than others. For example, futures contracts are highly leveraged. Forex positions are often even more leveraged than futures.

Latest Activity

#PERSONNAME#
subscribed on started simulation #SUBSCRIBEDDATE#

Most values on this page (including the Strategy Equity Chart, above) have been adjusted by estimated trading commissions and subscription costs.

Some advanced users find it useful to see "raw" Model Account values. These numbers do not include any commissions, fees, subscription costs, or dividend actions.

Strategy developers can "archive" strategies at any time. This means the strategy Model Account is reset to its initial level and the trade list cleared. However, all archived track records are permanently preserved for evaluation by potential subscribers.

About the results you see on this Web site

Past results are not necessarily indicative of future results.

These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown.

In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program, which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

Material assumptions and methods used when calculating results

The following are material assumptions used when calculating any hypothetical monthly results that appear on our web site.

  • Profits are reinvested. We assume profits (when there are profits) are reinvested in the trading strategy.
  • Starting investment size. For any trading strategy on our site, hypothetical results are based on the assumption that you invested the starting amount shown on the strategy's performance chart. In some cases, nominal dollar amounts on the equity chart have been re-scaled downward to make current go-forward trading sizes more manageable. In these cases, it may not have been possible to trade the strategy historically at the equity levels shown on the chart, and a higher minimum capital was required in the past.
  • All fees are included. When calculating cumulative returns, we try to estimate and include all the fees a typical trader incurs when AutoTrading using AutoTrade technology. This includes the subscription cost of the strategy, plus any per-trade AutoTrade fees, plus estimated broker commissions if any.
  • "Max Drawdown" Calculation Method. We calculate the Max Drawdown statistic as follows. Our computer software looks at the equity chart of the system in question and finds the largest percentage amount that the equity chart ever declines from a local "peak" to a subsequent point in time (thus this is formally called "Maximum Peak to Valley Drawdown.") While this is useful information when evaluating trading systems, you should keep in mind that past performance does not guarantee future results. Therefore, future drawdowns may be larger than the historical maximum drawdowns you see here.

Trading is risky

There is a substantial risk of loss in futures and forex trading. Online trading of stocks and options is extremely risky. Assume you will lose money. Don't trade with money you cannot afford to lose.

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Suggested Minimum Capital

This is our estimate of the minimum amount of capital to follow a strategy, assuming you use the smallest reasonable AutoTrade Scaling % for the strategy.