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Old 25-08-2004, 03:32   #2 (permalink)
novice
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Difference between gambling and speculating

P (gamble) < 50%

P (speculation) > 50%

where a success is a breakeven or better trade

In practice cost need to be included

So

P (gamble) < 65%

P (speculation) > 65%

where a success is a breakeven or better trade

Assuming a 15% cost base (e.g. slippage, brokerage, data, chart, books, wages etc)

That is just the probability for a singal trade

What about a system?

A winning system:

P (win) * average size of a win > P (loss) * average size of a loss

sub in the probabilty from above assume a 1:1 risk to reward for example 100 point stop loss 100 point profit target

For a gamble:

P (win 35%) * 100 > P (loss 65%) * 100

35 points is not greater than 65 points

For a speculation

65 points is grater than 35 points (a winnig system if you ONLY trade when the odds are in you favour (i.e. follow you system))

Could tally costs at the end rather than the start but putting them first forces you to look at them.

Can adapt the elements of a system (i.e. probability of a success, stop loss and profit taking to judge whether it will be a sucess. i.e. entry signals, stop loss points, profit taking points)
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