Showing posts with label SDA System. Show all posts
Showing posts with label SDA System. Show all posts

Thursday, December 4, 2025

The Seven-Step SDA Workflow: Clear, Repeatable, and Discipline-First

Micro Stock Trader › SDA System Development Log › Workflow Foundations › The Seven-Step SDA Workflow
Seven-Step SDA Workflow — Islamic Green & Gold Cycle Diagram
Ito ang lumitaw na totoong workflow natin after refining our Strategic Deep Averaging (SDA) execution. No hype, no emotion—just a clean, mechanical system grounded in discipline and Shariah-aligned portfolio structure.


📚 Related Reading


📑 Nilalaman

1️⃣ Chart Snapshots
2️⃣ The Seven-Step SDA Workflow
3️⃣ Hatol ng Batangueñong Trader
4️⃣ Next Steps — Tactical Plan (LIVE)
5️⃣ Updated Layered Accumulation Plan
6️⃣ Updated Phased Exit Plan
7️⃣ Final Trade Recommendation
8️⃣ Closing Reflection
9️⃣ Tactical Alert
🔟 LIVE TRADE LOG


1️⃣ Chart Snapshot

Monthly price chart of Universal Robina Corporation (URC) showing long-term price action from 2011 to 2025, including candlestick movements, volume bars, and key moving averages (8 SMA, 20 SMA, 50 SMA, 200 SMA). The chart highlights URC’s sustained downtrend, declining moving averages, and price closing near ₱62 in late 2025.
URC Monthly Chart (2011–2025) showing long-term trend, major moving averages, and the sustained downtrend leading to the ₱62 price zone in late 2025. URC belongs to our Halal Core Growth Portfolio (Long-Term).


2️⃣ The Seven-Step SDA Workflow

Below is the official, cleaned-up version of our SDA execution steps—refined, sequential, and ready for the Rulebook.


1. Select the Thematic Portfolio and the Shariah-Compliant Stock

Every SDA cycle begins with alignment, both structural and ethical.
Thematic portfolio first → stock selection second.
This ensures proper capital segregation and Shariah integrity.


2. Decide the Capital Allocation for the Stock

Before looking at charts, we decide the exact capital dedicated to this SDA cycle.
This builds discipline, prevents emotional top-ups, and enforces portfolio boundaries.


3. Set the Number of Layers to Be Activated

Here, the system becomes a machine.

  • 2-Layer micro cycle?

  • 5-Layer balanced cycle?

  • 10-Layer deep cycle?

The number of layers determines the tempo of the trade.


4. Determine the Anchor Price + Compute the Accumulation & Exit Ladders

The Anchor Price is the soul of SDA.

From this price, we compute:

  • Accumulation Ladder

  • Exit Ladder

  • Target UPL (Unrealized Profit & Loss) Zones

  • SDA Upper/Lower Limits

  • Thresholds for revising ladders

This creates the full SDA roadmap.


5. Place Laddered GTC Orders Within the Layer Range

This is where trading becomes mechanical.
All buy/sell ladders are placed ahead of time.

When the market dips → accumulates me.
When the market bounces → exits me.

No chasing.
No panic.
No impulse trades.


6. Wait for Paint to Dry — Let the GTCs Do the Work

The market now works for us.
This is the discipline phase—
zero micromanaging, zero overthinking.

A true SDA cycle is patient, steady, and unemotional.


7. Update Ladders Only If Triggered by Revision Rules

SDA updates ONLY when:

  • Anchor Price officially changes

  • Time-based reset rules activate

  • Unrealized P/L thresholds are breached

  • A cycle moves to a new stage

  • Smart Rebalancing is required

No emotional decisions.
Only system-driven adjustments.


3️⃣ Hatol ng Batangueñong Trader

“Simple lang ang sakalam: kung malinaw ang proseso, hindi magulo ang ulo.”

The Seven-Step SDA Workflow solves:

  • overthinking

  • emotional averaging

  • random entries

  • inconsistent exits

And replaces them with:

  • structure

  • rhythm

  • patience

  • Shariah discipline

Sa madaling sabi: Ito ang tunay na SDA.


4️⃣ Next Steps (Tactical Plan | LIVE)

● Integrate this workflow into all future SDA System Development Log entries.
● Update the Rulebook (2025 Edition) to include this workflow as the canonical SDA Cycle Foundation.
● Create visual infographics for quick reference.
● Apply this workflow consistently for URC, MONDE, RFM, WLCON, and others.


5️⃣ Updated Layered Accumulation Plan

Islamic-green SDA Accumulation Ladder for URC showing five buy layers and the ₱35,000 Mastery Fund structure, illustrated with a trader reviewing the plan.
The brand-new SDA Accumulation Ladder built specifically for our fresh ₱35,000 capital. This ladder will follow URC all the way down using a new anchor at ₱63.30, with five equal layers that fire only when their exact price zones are reached. No combining layers, no over-sizing, and no emotional shortcuts—this is pure, textbook SDA execution. Below is the official accumulation ladder of the URC SDA Mastery Fund — Phase 1.

6️⃣ Updated Phased Exit Plan

A structured SDA Exit Ladder table for the URC SDA Mastery Fund (Phase 1), showing columns for Exit Phase, Price Range, and Shares Sold. The layout is minimalist, with a gray header and black table body, designed to visualize phased selling levels in the SDA strategy.
A clean visual summary of the URC SDA Mastery Fund’s Phase 1 exit structure, showing how shares will be sold systematically based on predefined price ranges. This ladder keeps the entire exit process disciplined, mechanical, and aligned with SDA rules.

7️⃣ Final Trade Recommendation

This post is workflow-level, not stock-specific.
So the final recommendation is structural:

Final Trade Recommendation: FOLLOW THE WORKFLOW
Recommendation: Always follow the Seven-Step SDA Workflow before placing any SDA layer.
Risk Management: Never modify orders unless a Revision Rule is triggered.
Profit-Taking Strategy: Use pre-computed exit ladders only.
Position Size Strategy: Respect capital allocation per stock, no spontaneous adds.


8️⃣ Closing Reflection

Habang lumalalim ang practice natin sa SDA, mas lalong nagiging malinaw:
discipline is not found during the trade — it is built before the trade.
The Seven-Step Workflow is our structure, our guardrail, and our protection from emotional decisions.


9️⃣ Tactical Alert

A Rulebook-level alert will be created:

“All SDA posts must reference the Seven-Step SDA Workflow starting today.”


🔟 LIVE TRADE LOG


📌 Shariah Compliance Advisory (Updated Nov 26, 2025)

The PSE has confirmed that its Shariah screening program is currently paused, with no new lists to be released until their internal review is completed. Although news outlets reported quarterly updates up to mid-2025, these later lists are no longer accessible on the PSE website.

For now, the PSE’s Shariah-Compliant Securities page and all past lists have been removed from the public website. The December 25, 2024 list is the last official version in Micro Stock Trader’s possession, downloaded before the page was taken down, although other investors may still hold later copies such as the reported July 4, 2025 release.

All halal-focused strategies under Micro Stock Trader will use a conservative, self-screened approach until official guidance resumes, in shā’ Allāh.


Disclaimer

This post is for educational and documentation purposes only. It is not investment advice. Perform your own due diligence and consult qualified financial professionals before making investment decisions. All strategies, frameworks, and examples described here reflect the personal methodologies of Micro Stock Trader and are not guarantees of future performance.


Illustration of a calm, disciplined trader reviewing charts and layered ladders, symbolizing the transformation of the Board Lot Warrior ecosystem in 2025.
Micro Stock Trader Blog
Board Lot Warrior
Ang Inyong Batangueñong Retail Stock Trader

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Wednesday, December 3, 2025

SDA System Development Log — Quick Navigation Index


Islamic-green banner showing the SDA System Development Log Quick Navigation Index for the URC SDA Mastery Fund with structured top-loaded entries.
A live, top-loaded index that tracks every update in our SDA System Development Log. Follow the evolution of the URC SDA Mastery Fund with clear, organized entries—updated as each new phase unfolds.


📗 SDA System Development Log — Entry #05 (Dec 9, 2025):

URC tagged our GTC order at ₱61.50, adding another 10 shares to Layer 2. Total Layer 2 fill is now 60/110 shares, with only 50 shares @ ₱59.95 remaining active until Feb 1, 2026. The system continues accumulating quietly as URC drifts deeper into the liquidity pocket.


📗 SDA System Development Log — Entry #04 (Dec 5, 2025):

URC closed at ₱62.00 and triggered two more Layer 2 orders (₱61.75 and ₱61.70). Layer 2 is now 50/110 shares filled, with 60 shares still active as GTC orders until Feb 1, 2026. A minor intraday shakeout appeared in the 15M chart, consistent with price entering the liquidity pocket. The SDA ladder continues to work as designed.


📗 SDA System Development Log — Entry #03 (Dec 4, 2025):

After filling Layer 1 yesterday at ₱63.30, we activated Layer 2 using laddered GTC orders across ₱61.90–₱59.95. Three orders (₱61.90, ₱61.85, ₱61.80) filled today for a total of 30 shares, while 80 shares remain as active GTC orders for the next 60 days.
Execution has significantly improved—precision laddering is now central to our SDA Reset approach.


📗 SDA System Development Log — Entry #02

Fund: URC SDA Mastery Fund — Phase 1
Date: December 3, 2025
Event: First Live Execution of Layer 1
Price Executed: ₱63.30
Shares Bought: 110 (Layer 1 activation)


A premium Islamic-green digital banner that reads “SDA System Development Log Entry #02 — First Layer 1 Execution at ₱63.30,” paired with a URC candlestick chart showing the downtrend into the Layer 1 zone. Designed to document the first official SDA execution under the reset fund.
Entry #02 banner marking the first Layer 1 execution of the URC SDA Mastery Fund at ₱63.30.


Overview

Today marks the official first execution of the newly reset SDA Mastery Fund for URC. Unlike the previous cycle—where fear, anticipation, and overloading disrupted the ladder—today’s execution followed the system exactly as designed.

URC dipped into the Layer 1 zone (₱63.30–₱61.95), and we executed our first buy calmly, mechanically, and without hesitation.

At 110 shares worth ₱63.30 each, Layer 1 is now formally activated.

This is the first clean step of true SDA implementation.


Trade Snapshot

Layer Triggered: Layer 1

Price Range: ₱63.30–₱61.95

Executed Price: ₱63.30

Shares Purchased: 110

Total Value: ₱6,963

Status: Layer 1 Completed, Layer 2 now active for monitoring

The execution aligns perfectly with the planned ₱7,000-per-layer allocation.


Market Context — Daily Chart (As of December 3, 2025)

URC daily chart as of December 3, 2025 showing a continued downtrend below the 8-day, 20-day, 50-day, and 200-day moving averages, with price closing at ₱62.50 after Layer 1 activation for the SDA Mastery Fund.
URC’s daily chart continues its downtrend as of December 3, aligning with SDA accumulation conditions.

Interpretation:
The daily chart continues to show a broad downtrend, with URC trading below the 8-day, 20-day, 50-day, and 200-day moving averages. Price weakness remains intact, confirming that URC is still within a larger downcycle—ideal territory for SDA accumulation.

Volume remains muted, suggesting no strong reversal pressure yet.
In this environment, patience and systematic layering remain the edge.


Execution Assessment

Rule Compliance: 100%

  • No early entries.

  • No oversized position.

  • No multiple board lots.

  • No emotional interference.

We waited for price to enter the Layer 1 zone and executed only when triggered.

Emotional Profile:

  • Calm during entry

  • No FOMO

  • No urge to chase

  • No desire to resize or pre-fire Layer 2

This represents a major improvement from prior missteps.


System Notes

1. Anchor Price Integrity Preserved

The anchor remains at ₱63.30, unchanged and stable.

2. Layer Rhythm Restored

With Layer 1 now complete, the ladder will function as intended:

  • Layer 1: Fired

  • Layer 2: Awaits ₱61.90–₱59.95

  • Layer 3: Awaits ₱59.90–₱58.20

  • Layer 4: Awaits ₱58.10–₱56.30

  • Layer 5: Awaits ₱56.20–₱54.50

This is the correct mechanical progression SDA requires.

3. Ladder Is Pure and Undisturbed

No overlaps
No resets
No re-anchoring
No mixing with old URC position

This is SDA in its purest form.


Lessons from Today

1. The system works when we follow it.
We didn’t need to guess, anticipate, or interpret the chart emotionally.

2. Execution felt light and controlled.
A single, deliberate buy brought zero stress—exactly how SDA should feel.

3. Discipline creates clarity.
By obeying the ladder, the path forward becomes simple and predictable.


Next Steps (December 4, 2025 and beyond)

1. Monitor for Layer 2 Zone:

₱61.90–₱59.95
Trigger only if reached.

2. No early entries. No anticipation.

We wait for price to come to us.

3. Maintain journal integrity daily.

4. Observe market behavior without reacting emotionally.

5. Repeat discipline tomorrow.

SDA success is built on small, consistent obedience, not big moments.


Closing Reflection

Today is a small execution, but a massive psychological milestone.

For the first time, SDA was executed without emotional shortcuts.
For the first time, the ladder is respected.
For the first time, we entered with full trust in the process.

This is how real mastery begins—
quietly, calmly, with one correct action at a time.

Bismillah.
We continue tomorrow.


📗 SDA System Development Log — Entry #01

Fund: URC SDA Mastery Fund — Phase 1
Date: December 3, 2025
Event: Launch of Ladder-Based Accumulation Framework

A premium Islamic-green digital banner reading “SDA System Development Log — Entry #01,” symbolizing the launch of Phase 1 of the URC SDA Mastery Fund. The image highlights the fund’s clean reset to ₱35,000 and its new anchor price of ₱63.30, visually representing the beginning of a disciplined, rule-based SDA accumulation cycle. Designed with gold accents and geometric balance to reflect professionalism and Islamic-finance aesthetic themes.
Entry #01 banner marking the launch of the URC SDA Mastery Fund with a fresh ₱35,000 reset and a new anchor price at ₱63.30.


Overview

The URC SDA Mastery Fund was formally initiated with a clean starting capital of ₱35,000 and a new anchor price of ₱63.30, based on the December 2, 2025 closing level.
The fund applies a structured, rules-based accumulation model using a 5-layer deployment framework designed to follow URC throughout its full downcycle.

This marks the first formal implementation of the Strategic Deep Averaging (SDA) approach under a fully defined mandate.


Core System Components Activated

1. Anchor Price Establishment

A fixed anchor price of ₱63.30 has been declared for the entire cycle.
No adjustments will be made during execution.


2. Five-Layer Accumulation Ladder (₱7,000 per layer)

The capital is divided evenly into five layers, each triggered only when price enters its assigned zone:

  • Layer 1: ₱63.30–61.95

  • Layer 2: ₱61.90–59.95

  • Layer 3: ₱59.90–58.20

  • Layer 4: ₱58.10–56.30

  • Layer 5: ₱56.20–54.50

The ladder is designed for disciplined executions during market weakness, with zero anticipatory actions.


3. Separation of Old vs. New Position

Previous URC shares (2,650) were isolated as frozen holdings and will be managed exclusively through the SDA Exit Ladder.
This ensures that the new ladder operates with full clarity and without historical bias.


4. Internal Mandate Activation

A comprehensive Internal Mandate now governs:

  • discipline protocols

  • rule adherence

  • execution boundaries

  • emotional control

  • revision schedules

This ensures consistency throughout the entire accumulation cycle.


Market Context During Launch

URC continues to trade within a controlled downcycle, supported by weak volume and sustained selling pressure—conditions that align well with the principles of SDA accumulation.

No reversal signals are present at this time, reinforcing the appropriateness of beginning accumulation from the upper layer.


Significance of This Entry

This launch establishes:

  • the baseline structure for SDA execution

  • the first cycle of a clean ladder model

  • a documented foundation for future refinement

  • a milestone in the evolution of disciplined retail accumulation

This entry serves as the official starting point for the long-term application of SDA in the URC context.


Next Steps

  • Monitor URC for entry into Layer 1 zone

  • Execute first accumulation strictly within defined parameters

  • Maintain daily discipline review based on Internal Mandate

  • Continue documenting system behavior and ladder progression

  • Prepare next SDA Development Log upon the first executed layer


🔹 About This Log

This is a continuously updated, top-loaded development log documenting the real-time execution, refinement, and long-term progression of the Strategic Deep Averaging (SDA) System. Each entry captures system milestones, ladder updates, environment shifts, and execution decisions.


🔹 How to Use This Log

  • Latest updates appear at the very top

  • Older entries move downward chronologically

  • Use the jump links above to go directly to specific entries

  • Each entry is labeled with its fund, date, and milestone focus


🔹 Upcoming Entries

  • Entry #02 — First Live Execution of Layer 1

(Items automatically update as new entries are published)


🔹 Series Purpose

To create a single, clear, chronological record of SDA application — from launch to full-cycle completion — while documenting system behavior, decision rationale, and long-term strategy evolution.



📌 Shariah Compliance Advisory (Updated Nov 26, 2025)

The PSE has confirmed that its Shariah screening program is currently paused, with no new lists to be released until their internal review is completed. Although news outlets reported quarterly updates up to mid-2025, these later lists are no longer accessible on the PSE website.

For now, the PSE’s Shariah-Compliant Securities page and all past lists have been removed from the public website. The December 25, 2024 list is the last official version in Micro Stock Trader’s possession, downloaded before the page was taken down, although other investors may still hold later copies such as the reported July 4, 2025 release.

All halal-focused strategies under Micro Stock Trader will use a conservative, self-screened approach until official guidance resumes, in shā’ Allāh.


Disclaimer

This post is for educational and documentation purposes only. It is not investment advice. Perform your own due diligence and consult qualified financial professionals before making investment decisions. All strategies, frameworks, and examples described here reflect the personal methodologies of Micro Stock Trader and are not guarantees of future performance.


Illustration of a calm, disciplined trader reviewing charts and layered ladders, symbolizing the transformation of the Board Lot Warrior ecosystem in 2025.
Micro Stock Trader Blog
Board Lot Warrior
Ang Inyong Batangueñong Retail Stock Trader

Home | About Us | Contact Us | Privacy Policy | Terms of Use | Disclaimer

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Featured Post

SDA System Development Log — Entry #05 (December 10, 2025): Additional Layer 2 Fill at ₱61.50

Micro Stock Trader › SDA System Development Log › URC Reset Cycle › Entry #05 — Additional Layer 2 Fill URC dips into the lower edge of the ...