When I decided to start a newsletter to share my trading insights as a portfolio manager in the digital assets space, my first question was: What do I call it?
It quickly became clear that this was, in essence, a diary of my journey as a portfolio manager. And so, The PM Diary was born.
I’m a former exchange-traded derivatives trader and tech startup co-founder, who transitioned back into the markets in a portfolio management role—this time in the digital assets space, with a particular focus on Dogecoin. After years of trading fixed-income derivatives and co-founding a tech startup, I became increasingly interested in digital assets. I captured the 2021 bull run and began trading full-time, which led me to a natural return to the markets as a portfolio manager.
My background in discretionary high-frequency trading in derivatives gave me a unique edge, but my role in the digital asset space differs significantly. I focus primarily on long-only positions and tend to hold trades for much longer, a shift from my previous strategies of trading long, short, relative value, and outright positions.
Over the years, I’ve averaged 44.52% annual returns, which has allowed me to refine my approach and strategies for navigating the volatility of digital assets. This success, however, has shown me that while volatility brings opportunity, it also exposes many retail traders to significant risks. I was surprised to see how many traders were diving in with all their capital at levels that were far too risky. It became clear to me that many were getting burned unnecessarily.
This realization led to the creation of The PM Diary. My goal is to help retail traders avoid unnecessary losses and grow their capital by sharing my approach to trade levels, risk management, and the mindset needed for success in these markets.
While I focus primarily on Dogecoin, I also closely monitor Ethereum, Bitcoin, and a variety of other digital assets.
I look forward to sharing my thoughts with followers on how I approach the markets and the strategies I use to manage risk and position size in such a volatile space.