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Trading What Works
The Easy Way vs. The Hard Way
Mo Wright
July 20, 2025
Introduction
Welcome back. In this issue, I’ll be lifting the curtain on my trading process, and sharing why I’ve made a big deal about a simple spreadsheet. We’ll also review the performance of last week’s stock picks, as well as some others from the past.
Trading What Works
Last week I soft-launched the PositionSizeCalculator.net Companion Spreadsheet. So far, not one sale 🙁. So, to make lemonade out of a lemon, I’ve decided to share my process for creating trading tools - including this one - so that it can hopefully save you the years of self-education and programming that it took me to get here 😃.
If you’re pressed for time, you can watch my trading process walk through video on YouTube. Otherwise, buckle up.
When I began trading about 20 years ago, my process for selecting stocks was pretty basic. Buy familiar brands. That was it.
From there, I started looking for stocks that had a chart that went up and to the right. The tools to do that were not as easily accessible as they are today, and my knowledge of technical analysis was nearly zero.
I got lucky with a large $TSLA position, and thought I was an expert (It turns out I inadvertently was - see “From $2000 to $30,000. How I Grew My Daughter’s Trust Account”).
That’s what gave me the funds to pay cash for a Tesla Model Y Performance for my 50th birthday. Then, it was mostly downhill from there.
A render of my 2020 Tesla Model Y Performance
Because I’m stubborn and refuse to accept defeat, I began learning about technical analysis and consuming as much as I could from books and Youtube. And, I began building scripts on the TradingView platform to help me build the technical indicators that I wanted to see, but couldn’t find.
I learned about different strategies. I made accounts everywhere. I traded stocks, crypto, options, futures, and kept building tools. I kept building new indicators, strategies, and other utilities.
I learned about moving averages, ATR, RSI, MACD, VWAP, Stochastics, Fibonacci, support and resistance zones, and order blocks. I learned about scalping, day trading, swing trading, and more about longer term investing.
Over this time, my longer term trades consistently outperformed my shorter term trades. In fact, my longer term trades actually funded my shorter term trades. But, I didn’t know by how much they were doing better.
Whenever I placed swing trades, I would track them in a spreadsheet, but it only told me when the trade was placed, and for how much. The spreadsheet wasn’t advanced enough to show me how much I was making across all trades, or which account was performing the best, or if I would have been better off just following the S&P 500.
With this new spreadsheet, I can definitively say that my longer term strategies are outperforming the S&P 500 … consistently, and typically by a factor of 2, or more.
My day trading and scalping still lose a little, or break even
My day trading and scalping still lose a little, or break even, over the same period of time. Because I can see more clearly, though, I now have the majority of my assets designated for swing, and longer term trades.
What the spreadsheet tells me is that my sold positions since May 22nd, 2025 are up 7%. My open positions across all accounts since then are up over 12%, while $SPY, the S&P 500 index, is only up by about 6 and-a-half percent. I know my swing positions at Interactive Brokers (IBKR) are up 22%. And, it took me less than 60 seconds to add the below screenshots.
Sold Positions Since 5/22/2025: +7.31%
All Open Entries Since 5/22/2025: +12.99%
All Open IBKR Entries Since 5/22/2025: +22.3%
With the new spreadsheet and tools that I’ve built, I can get all of this valuable information in the blink of an eye. I can both input trade info and get results with much less effort than with the way I was building spreadsheets before, or through any other method for that matter.
I can get the stuff!
So, from stock selection with the Magic Watchlist, to pre-purchase evaluation with PositionSizeCalculator.net and all of the TradingView indicators, to post-purchase tracking and viewing performance of sold positions and comparing them all to $SPY with the Companion Spreadsheet, the tools that I’ve built and shared with you are literally paying dividends.
This is the reason that I believe that the PositionSizeCalculator.net Companion Spreadsheet would be valuable to you in your own trading.
You could, of course, build one yourself. Or, you could save yourself the years of trial and error and just get this one - then personalize and build from there.
If something like this existed beforehand, I would have never created something like it from scratch. I would have been more than happy buying it, like I have with so many other useful products that have increased my trading efficiency.
Spreadsheet Instructions and Videos Worksheet
If you don’t use this spreadsheet, then make it a point to build your own, like pretty much every great trader before you has done. In addition to the walk-through video mentioned above, there are written, and video instructions contained in the spreadsheet itself, so you won’t be diving in cold, should you choose to use it. Now, tracking the easy way is a choice you have that I didn’t.
This week I decided to take a deeper look at HigherHighs.com. 4 of the positions that I’ve entered between May and July 2025 are now in their top 11, AI-evaluated, US stocks. These include $RBLX, $HOOD, $SII, and $WLDN. Some big hitters this summer.
$HWM Daily Chart - with Magic Order Blocks [MW] and Magic Linear Regression Channel [MW]
$HWM is the number one stock right now on HigherHighs.com, and with good reason. The 50, 200, and 300 day simple moving averages have been stacked since 2021. Also, since 2021, the ROE has steadily increased, and the float has steadily decreased. They have an earnings report coming up in 2 weeks, on July 31, 2025. Any type of slip could cause a dramatic downturn. But, with 5 years of consistency, I wouldn’t bet against the stock. In fact, I may dump $AYASF, and replace it with $HWM.
$GEV Daily Chart - with Magic Linear Regression Channel [MW]
$GEV appeared on our screeners months ago. It’s also a top 10 on HigherHighs.com. Although, the ticker is new, it’s in the General Electric family, which is a good thing. It’s SMAs have never crossed. For now, it looks like a smart move.
$PRDO - with Magic Order Blocks [MW] and Magic Linear Regression Channel [MW]
$PRDO: Getting back to our 100 Baggers screener, the $PRDO chart looks like it might be ready for a pop. ROE over the last 2 quarters has been increasing, with float decreasing. The price looks to be bouncing off of the baseline of its 1 year channel. There was also a spike in volume on Friday, which indicates some renewed interest. This bounce also looks like a retracement back to the $29-$30 range, which might indicate capitulation from the bears (i.e. people that are betting for the stock to go down are going away).
$SAPGF Daily Chart - with Magic Order Blocks [MW] and Magic Linear Regression Channel [MW]
$SAPGF has been on the screener for a couple of weeks. They’ve had a number of consecutive quarters of increasing ROE, and a big jump in the last reported quarter. The MAs have been stacked since 2023, and they are not yet at the top of their Magic Linear Regression Channel [MW], meaning they have room to get there before it becomes resistance.
$RBCAA Daily Chart - with Magic Order Blocks [MW] and Magic Linear Regression Channel [MW]
$RBCAA was a pick from the July 1st, 2025 newsletter, along with $MCRI. They both had similar charts, and were both relatively flat since then. However, $MCRI had a single day 20% jump last week. I guess other folks are catching on. Its 50 day SMA has just recently crossed its 200 day SMA, giving us a golden cross. ROE has been increasing for 4 of the last the last 5 quarters, and the price seems to be bouncing off of it’s 50 day SMA and the baseline of its 3 year channel. Also, float has been decreasing since 2019.
Will it get a big bounce like $MCRI did last week? That remains to be seen, but I might be adding a little bit more to my current position.
More Resources
Free tools that you can use today to improve your trading
Free TradingView indicators you can use right now in your account. Don’t have a TradingView account. Click this link to get one.
Other cool tools
The End
If you like this newsletter, let me know, and please share. If you don’t like it, please tell me why, and I’ll do my best to make it better. And remembre, if you have any questions, feel free to reach out to me on Reddit, X.com, TradingView, or Youtube. If for some reason you forget, you can always get those details from the footer at mwright.com