DAY 55: Annual Plan & Continuous Learning System for Long-Term Trading Growth

DAY 54 at the,Multiple EA and Logic Operationhow to perform risk diversification and monitoring.
Today’sDAY 55is to take the knowledge so far to the next level by consideringAnnual Planning & Continuous Learning System.
Trading is a long-term endeavor that cannot be completed in a day. While daily verification and practice are important,how to continue growing over a year or several yearsshould be clearly defined, which ultimately leads to big differences in results.

1. Why is an annual plan indispensable for trading growth?

1. Don’t be driven by short-term fluctuations

   • If you only look at profits/losses for a week or a month and constantly change methods, you tend to fall into the so-called “overfitting pit.”
   • With an annual plan, even if you face a string of losses in the short term, you can calmly respond by thinking, “this is within expectations.”

2. Source of endurance & motivation

   • Setting long-term goals such as “aim to gain +500,000 yen this year” or “grow funds by 100% in 2 years with 20% annual return” makes it easier to maintain motivation.
   • Monthly and weekly PDCA toward that goal become a cycle that fosters your growth.

3. Easily adapt to major events (indexes, fiscal year endings, seasonal fluctuations)

   • In FX, the currency tends to strengthen at fiscal year-end (March, September), and there are linkages with the stock market, etc.,seasonal factors
   • If you grasp these events in advance, you can plan to reduce risk or increase entries accordingly.

2. Points to concretely formulate in the annual plan

(1) First set numerical targets

• Example：
  • Capital 1 million yen → aim for +200,000 yen within the year (20% annual return)
  • If you accumulate an average monthly +1.5–2%, you can reach the target… etc., working backward from the goal.
• Caution
  • Refer to past backtests and forward tests to avoid overly unrealistic figures.

(2) Clearly state tolerable drawdown

• Example：
  • Annual maximum DD is 20%. In that case, reduce lots by half or stop some EAs.
• Benefits：
  • When a losing streak occurs, having a preset limit helps prevent mental collapse.

(3) Monthly & quarterly mini-goals & review schedule

• Example：
  • Record P/L and drawdown at the end of every month, check PF and win rate → how does it compare to goals?
  • Every quarter (every 3 months) review strategy → major changes such as turning EA ON/OFF and adjusting lot sizes are done at this timing.
• Effect：
  • Visualize results month by month, and detect and correct deterioration early.

(4) Schedule with buffer

• Work, family, and private life events
  • “Reduce trading during busy periods,” “rest well during summer holidays and year-end to refresh,” etc.,plans that balance real life without strain.
• Time to monitor the market
  • If you want to trade mainly intraday, how many hours can you commit each day? If lacking, shift to swing trading or adjust in the planning stage.

3. Continuous learning system: Strengthening the PDCA cycle

(1) P(Plan): what to learn, what to test

• Example：
  • Jan–Mar: enhance EA backtests, especially study range-trading EAs
  • Apr–Jun: strengthen fundamentals analysis, learn how to track statements by key figures and monetary policy
  • Jul–Sep: test discretionary swing methods and develop supplementary logic
  • Oct–Dec: move to overall management and bring annual results close to target
• Point：
  • Divide learning targets by period and focus in order—efficient.

(2) D(Do): actually trade and test

• Habit formation
  • Test new logic with demo or small lots, keep daily trading notes, etc.,establish daily routine.
• Continuity
  • Utilizing study groups or S*S communities helps maintain motivation.

(3) C(Check): review results numerically & qualitatively

• Monthly report
  • Summarize profit/loss, win rate, PF, DD, and performance per EA.
• Qualitative assessment
  • How was the mental state during losing or winning streaks? Were there many correct failures? Any rule violations?

(4) A(Act): implement improvements and move to the next plan

• Major changes every three months or so
  • Do not change methods on a whim due to short-term losses; have a quarterly system for major revisions.
• Return to P
  • After modifications, decide the next learning theme and proceed → skills and logic gradually become refined.

4. Ways to keep learning ongoing

1. Diversify information sources

   • Collect trading information from books, online courses, S*S communities, YouTube, etc., from multiple sources.
   • HoweverAvoid information overload—absorb with a core focus.

2. Output-focused

   • In addition to input, writing down test results and insights in notes or S*S deepens understanding.
   • Feedback from others can provide new perspectives.

3. Motivation maintenance methods

   • When losses pile up, learning motivation can drop →use a trading journalto reflect on successes and “correct failures” and regain a positive mindset.
   • Set small success goals (e.g., this week aim for zero rule violations) to gain a sense of achievement.

5. Summary & Next Preview

Summary

1. Creating an annual plan helps you avoid being swayed by short-term wins or losses and enables PDCA at a long-term view。
2. Set numerical targets (annual return ○% or annual +○ yen), maximum drawdown, and monthly/quarterly sub-goals to monitor progress.、
3. Continuing learninginvolves planning what to learn and when, and using daily/weekly/monthly reflections to manage mindset and adjust methods through a PDCA cycle.
4. Place emphasis on output when absorbing informationand leverage interactions with others, S*S, and community as well.

Next (DAY 56) Schedule: Trading Life Design – Integrating Lifestyle Rhythm with the Market

• Toward the finalization of WEEK 8, next we introduce the perspective of **“overall trading life design.”**
• For those with limited time to monitor the market due to work or household duties, how to choose a style? How to incorporate vacations and stress relief? etc.,finding ways to balance real life and the market effectively.
• Integrating the techniques, mindset, and risk management learned so far into an actual lifestyle will be the key.

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