Looking Back on 2020's Trades and Investments

27 дек. 2020 г.

This is a Trading and Investing Review Sheet for 2020, where you look back on all your trades and investments, and evaluate on how the year went.
This post was inspired by Richard Moglen on Twitter.

As a trader, evaluate your trades based on this criteria:
1. Profitability
2. Max Drawdown (MDD)
3. Trading Strategy
4. Capital Management
5. Trading Plan
6. Trading Log
7. Emotional Restraint
8. Education
9. Routine
10. Best Trade of 2020
11. Worst Trade of 2020
12. Improvements for 2021

As an investor, evaluate your investments based on this criteria:
1. Profitability
2. Risk Management
3. Investment Ideas
4. Capital Management
5. Portfolio Management
6. Diversification
7. Investment Strategy
8. Education
9. New Opportunities
10. Best Investments of 2020
11. Worst Investments of 2020
12. Improvements for 2021

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If you have any questions or comments, feel free to comment below! :)