Showing posts with label Trading Discipline. Show all posts
Showing posts with label Trading Discipline. 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.
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