Stocks and Shares · Equity process and review · lesson 2 of 9 · 6 min read · David Alexander
Journalling by name and by setup: the two ledgers
the two ledgers
The same trades, grouped two ways: by setup - the strategic ledger, grading rules - and by name - the familiarity ledger, grading the depth the watchlist promised. Each answers a question the other cannot, and equity review runs both: a rule can be sound while a name defeats you, and a name can be home ground while a rule leaks.
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