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Results of Paper Trading Bond Breakouts in 1996

Below are the results for a simple BREAKOUT trading strategy for CBOT US Bonds during 1996.
Breakout Trade

The bottom line net profit is $10107 for 78 trades or $130 per trade. Allowing $100 per trade for commission and slip, leaves $30 per trade or $2340 net profit. Since the margin on a single US Bond contract is of the order of $2000 the gain was about 100%.

There were 36 losing trades out of 78. The maximum drawdown was $1398 over 5 successive trades. Adding losses due to slip and commisions the biggest drawdown is $1398+$500=$1898. So you would need $2000 for margin and $2000 in the bank for big drawdowns, $4000 in total.

We use today's 5 day overlays in the Visual Graphic to determine if the Bonds are in balance today. If the 5 day overlay is bracketting today, then we bet that the Bonds are in balance. So tommorrow, if price moves outside today's bracket, we bet that a trend has started and price has broken out. Tomorrow, if the price then returns to well within the today's bracket we bet that the trend was false and the market is continuing to bracket.

The strategy for ENTRY is: Tommorrow if price moves 1 price point above/below the upper/lower today's bracket limit then ENTER a breakout trade long/short.

The strategy for EXIT is: If you enter the breakout trade tomorrow then you will stay in the trade at most until the CLOSE of trading. But if before the close, the price moves back into today's bracket at least two octants from the bracket limit, then EXIT the trade (STOP out the trade).

The success of this strategy depends on how successful the Visual Graphic is in determining a bracketing market and its bracket limits and also on how big the market price noise is relative to the bracket octant.

 
                  ---- Long Trade -------   ------Short Trade------
 Date      Deliv  Entry Price Stop  Close   Entry Price  Stop Close   Sum    W    L
 ========  =====  =========== ====  =====   ===========  ==== =====   ===  ===  ===
 01/04/96  U203       L 12202   -8              S 12021           1    -7         1
 01/05/96  U203                                 S 12024          16     9    1
 01/17/96  U203       L 12013          24                              33    2
 01/25/96  U203                                 S 12001          15    48    3
 01/26/96  U203                                 S 11917  -16           32         2
 01/31/96  U203       L 12031           0                              32         3
 02/07/96  U203                                 S 11915          -7    25         4
 02/08/96  U203                                 S 11913  -10           15         5
 02/09/96  U203       L 12003   -8                                      7         6
 02/12/96  U203       L 12004          16                              23    4
 02/15/96  U203                                 S 11907           2    25    5
 02/16/96  U203                                 S 11905          24    49    6
 02/28/96  U203                                 S 11423          -1    48         7
 03/01/96  U206       L 11515           1                              49    8
 03/15/96  U206                                 S 11021           1    50    9
 03/21/96  U206       L 11205           0                              50         8
 03/25/96  U206       L 11211           5                              55   10
 03/27/96  U206       L 11229  -12              S 11111           4    47   11    9
 04/05/96  U206                                 S 11028          46    93   12
 04/12/96  U206       L 10919           9                             102   13
 04/22/96  U206       L 11017          -2                             100        10
 04/24/96  U206       L 11013   -8                                     92        11
 04/26/96  U206       L 11013          -3                              89        12
 05/02/96  U206                                 S 10822          41   130   14
 05/10/96  U206       L 10802          21                             151   15
 05/20/96  U206       L 10926          -2                             149        13
 05/23/96  U206       L 11004  -10                                    139        14
 05/28/96  U206       L 11009   -8                                    131        15
 05/29/96  U206                                 S 10907          15   146   16
 06/07/96  U209       L 10818           9                             155   17
 06/17/96  U209       L 10705           7                             162   18
 06/25/96  U209       L 10719           1                             163   19
 07/12/96  U209       L 10807           3                             166   20
 07/15/96  U209       L 10821          -6                             160        16
 07/18/96  U209       L 10823          30                             190   21
 07/24/96  U209                                 S 10806          -1   189        17
 07/29/96  U209                                 S 10803           8   197   22
 07/31/96  U209       L 10906          -6                             191        18
 08/09/96  U209       L 11204          -3                             188        19
 08/12/96  U209       L 11207          -5                             183        20
 08/13/96  U209       L 11207   -8              S 11105           9   184   23   21   
 08/15/96  U209                                 S 11023           2   186   24
 08/21/96  U209                                 S 11017          -4   182        22
 08/22/96  U209                                 S 11015          -4   178        23
 08/23/96  U209                                 S 11009          23   201   25
 09/06/96  U212                                 S 10603  -14          187        24
 09/10/96  U212       L 10703  -10                                    177        25
 09/12/96  U212       L 10714          -7                             170        26
 09/13/96  U212       L 10714          40                             210   26
 09/24/96  U212       L 10813           8                             218   27
 09/25/96  U212       L 10822          17                             235   28
 10/02/96  U212       L 11007           4                             239   29
 10/03/96  U212       L 11015          -4                             235        27
 10/04/96  U212       L 11021          34                             269   30
 10/16/96  U212                                 S 10927  -12          257        28
 10/23/96  U212                                 S 11013   -8          249        29
 10/24/96  U212                                 S 11012          -6   243        30
 10/29/96  U212       L 11105          47                             290   31
 11/05/96  U212       L 11319           7                             297   32  
 11/06/96  U212       L 11330          -9                             288        31  
 11/12/96  U212       L 11411          17                             305   33
 11/14/96  U212       L 11431           8                             315   34
 11/15/96  U212       L 11511  -12                                    303        32
 11/20/96  U212       L 11515           7                             310   35
 11/26/96  U212       L 11529   -8                                    302        33
 11/29/96  U212       L 11530          10                             312   36
 12/03/96  U203       L 11530           3                             315   37
 12/05/96  U203                                 S 11424          21   336   38
 12/12/96  U203                                 S 11225          10   346   39
 12/13/96  U203                                 S 11215  -16          330        34
 12/19/96  U203                                 S 11129  -12          318        35
 12/20/96  U203       L 11315          -4                             314        36
 12/23/96  U203       L 11318          -3                             311        37
 12/26/96  U203       L 11320          -8                             303        38
 12/27/96  U203       L 11321           8                             311   40

  
The example above illustrates the old adage "keep your losses small but let your profits run". Rarely did the model risk more than 8 points ($250). There were a number of cases in the $1000 gain range (32 points).

Over the test period of a year there were as many losers as winners. In the real world of trading you will likely find that you will have as many losers as winners. That is to be expected because of noise and other uncertainties. The key to winning is really in limiting losses.

Another key is in trading markets that are moving, where opportunity exists. The Bonds in 1996 went from 12200 to 10700 to 11200 to 10600 to 11400. A lot of movemant, a lot of trading opportunities. Not every year is so active. In a flat year, a strictly Bond trader will find it difficult to to make money. What to do? One answer is to follow several markets. The Trader Control Package Bracket Screen makes it easy to trade a portfolio.
Trader Control Package(TCP)

This example is of a "simple" breakout method. You can have better information and make yourself a much more comprehensive trading scheme.
Trading Model Development

Since the example for 1996 was developed the market has seen many changes, mostly to the benefit of the public trader. Today, early 2003, many more T-bonds are traded on the computer than on the floor. Clearing is faster, slip is less and commissions are substantially reduced. The example shows an average of $30 net per trade. That number today would be better estimated at $80 per trade.

For more information contact CISCO Futures at:
WEB address: www.cisco-futures.com
Postal Address: 14571 E. Mississippi Ave., #202, Aurora, CO 80012 USA
Telephone: 303-306-1521 or 1-800-800-7227
Fax: 303-368-9449
Email: dljones@cisco-futures.com