My Trading, Tools, Process, Routine, Beliefs Fully Dissected (Work in Progress)
Might help you gain some insight to improve your performance.
Some of you may have noticed I took down my 16-year website late last year. The goal was to reduce my digital footprint, stay compliant with regulations (if required), and keep a lower profile—which is also why I’ve politely declined interviews in recent years. I don’t sell courses/services, and my fund is a closed-end vehicle that reports only to one party on a performance-fee basis. Publicity and AUM growth aren’t priorities for me, and shouldn't be one for a trader. That said, my Substack—despite being inactive for two years—has grown to over 10k subscribers. I’m here repurposing it as a content hub: archiving my long-form twitter threads into short links for easy reference, and adding an FAQ plus a glossary for terms I often use (e.g., T+3, VARS, RVoL, XxATR% from 50-MA), and keep the content free and accessible.
That said, I remain active on Twitter, LinkedIn, and Instagram. This space serves as a central reference for FAQs and will be updated periodically. If any of my content has been helpful, you’re welcome to buy me a coffee using the button below.
Chapter 1. Glossary of Terms and Expressions I Often Use in my Twitter Commentary
LoD: Low of intraday price action at the time
RVOL: Relative volume compared to the average (typically 50-Day sessions)
T+3: T = execution day; +1 = Day 1 after execution; +3 = Day 3 after execution
ORH: Intraday opening range high at the time
M30 Re-ORH: Post-open 30 minutes reclaim of the intraday opening range high
X × ATR% from 50-MA: X ATR% multiple extension from the 50-day moving average.
ATR: Average True Range, & ADR: Average Daily Range, and their differences
VCP: Volatility Contraction Pattern, popularized by Mark Minervini. To upgrade a watchlist stock into actionable focus list will require some form of VCP in price, or both price & volume. Every sustainable price expansion rally will always be preceded by a phase of price contraction/tightening. I will NEVER enter a stock with prior loose price action.
Chapter 2. Charting - I use Tradingview
My Templates, Indicators that I used, and how to utilize them:
2023 Version: https://x.com/jfsrev/status/1649333754215948290
2024 Version: https://x.com/jfsrev/status/1818297619338395847
2025 Version: Free indicators that have remained consistent pillars; (Direct Link to their Tradingview scripts, and explanation thread below)
i) Swing Data - ADR% / RVol / PVol / Float % / Avg $ Vol - Over 60k Users
https://www.tradingview.com/v/uloAa2EI/
Bonus: Video demonstration of the indicator on the Mobile App
Understanding of ADR%
a) ADR%: Examining Trend-Following vs. Range- Expansive Move Behavior
b) Understanding the Benefits of High ADR% Securities Relative to your Position Sizing
Understanding of LoD distance of ATR
b) Perks of <60% LoD Execution
Understanding of RVOL (Relative Volume)
b) RVOL based entry on ORH have proven statistical edge in the market
c) RVOL based entry rules have saved me from countless unnecessary stop losses year after year
d) Adam H. Grimes explains the concept of RVOL in 2015 better than anyone else
e) Honored that Adam H. Grimes wrote a piece on RVOL in 2025 after my tweet caught his attention.
Understanding Average $ Volume and Average Share Volume
a) Slippage and widen spreads at execution have cost me 6-7% of my 2021 total equity
Understanding of Market Cap, Low Float %, Short Float
a) The best % performers almost always have these three ingredients.
b) I pulled all top 100% performers from 2018 to 2024 for you to study
ii) ATR% multiple from 50-MA - Over 30k Users
https://www.tradingview.com/script/oimVgV7e-ATR-multiple-from-50-MA/
Understanding ATR-Defined Volatility Extensions of Stock Prices in Relation to the 50-Day Moving Average
a) One core trading philosophy is all it takes to make your first million from swing trading
b) How can stock price extension be quantified objectively?
c) My favorite indicator for partial profit taking into strength
d) Employing 6-7 x ATR% multiple from 50-MA for Indexes
e) 10x ATR% compression can unfold at higher prices without any pullback
Another great ATR% indicator to investigate historical multiple from 50-MA by Will Hu
iii) Relative Strength Volatility Adjusted (VARS) by mattishenner
https://www.tradingview.com/script/8J4qsKuC-Relative-Strength-Volatility-Adjusted/
Understanding VARS vs Traditional RS
a) It began as an idea to enhance the accuracy of traditional RS by factoring volatility that is unique to each different stock/securities, until I found a 2023 reddit thread with similar discussion by Matt.
b) My VARS settings for the indicator as a swing trader
If you want old school, I highly recommend IBD RS Indicator by @Fred6724
iv) Simple Volume with Pocket Pivots by @finallynitin
https://www.tradingview.com/script/JkB0iCFp-Simple-Volume-with-Pocket-Pivots/
I’ve tried many great free volume scripts on TradingView, but this one is simple and has everything I need. Here is the full script introduction written by himself in 2022
Understanding Volume
v) Worthy Mentions
The below indicators are applied on a separate template, not my main daily one.
a) EPS & Sales @Fred6724
b) Industry Group Strength by @amphtrading , hyperlink here is the discussion of how i use it
Chapter 3. My Screeners - Workflow: Finviz Post Market & TradingView Pre-/Live-Market RVOL
I have 14 screeners for post-market analysis, shifting their results into dedicated watchlists by purpose.
Do read this discussion beforehand—it will give you perspective on the dedication necessary despite having these tools.
Bonus: Screening & Watchlist Management — A Commonly Misunderstood Skill for New Traders
CANSLIM-inspired calibrated screener – Over 1.9 million Twitter impressions, making it one of the most popular in my sharing.
b) Finviz Version (2025) - Leveraging it now for the ‘Institutional Transaction’ filter.
High ADR% Hottest Stock screener
My 2024 +180% KC trade inspired screener - Extended bases and prolonged consolidations, such as Cup & Handle patterns.
Strongest Mover screener - 1-Week, 1-Month, 3-Month, 6-Month
c) Perks of the Finviz mobile web screener: effortless to use at work or on breaks
IPO screener
a) Finviz Version (Only Finviz filtering parameter is capable to do this)
High Short Float screener
a) Finviz Version (only Finviz filtering parameter is capable to do this)
Liquid ETF screener
Screen within Screen (Watchlist)
I also have a fixed watchlist of Liquid Mega Cap names (Exceeding $1B average dollar volume on constant) I listed their synthetic leveraged ETFs if you want higher ADR% opportunities in them
I have 2 live market screeners for high RVOL based execution on Tradingview
This is 2025 update to relocation of screener based on our feedback in 2024
This is the setup of my mainframe for live market trading with RVOL monitoring
work in progress
Chapter 4. Upgrading Watch-listed Stock to Focus List, Process, & Routine
Chapter 5
work in progress
Hi Jeff! Thank you so much for taking the time to shift this valuable information from X to Substack, being able to have it written in one place like this is awesome.
Question - Would you consider changing your filter in tradingview from Volatility to ADR? Or is there a specific reason for using Volatility?
Thanks!
Hello Jeff, thanks for the work
Just to clarify a point, when you say (for < 1B+ Avg $ Vol. assets)
5min is RVOL 30% +
15min is RVOL 40~50% +
30min is RVOL 80% +
It is the Daily Chart RVOL right ?
Also, for the 0.30% Capital Risk Per Trade, as personally I always use the 3-Tier LoD SL
Is it
- 0.30% On LoD SL (which means approx. 0.20% when using 3-Tier LoD SL)
or
- 0.30% On 3-Tier LoD SL (33% each)