>    Seen one fractal - seen 'em all! 

That should go on the back of the Tshirts.


--- In [email protected], i cs <ics4...@...> wrote:
>
> 
> Hi all,
> 
> LeBeau and Lucas in their book "Computer Analysis of the 
> Futures Markets" talk about using random exits to test the efficacy 
> of systems which are meant to catch trends. Been a long time 
> since I read it, but i think it went along the lines of ," if you have
> an entry/filter combination which you think should catch trends, 
> then any trend you are on, should by definition, trend for a 
> while. So you should be able to exit at any number of points 
> in the future at a profit" This then removes the chance that
> your exit is "doing the work"
> 
> I think they suggested that you test exits at regular periods
> down the track, say 5, 10,15 days etc. Not quite random
> but a similar principle.
> 
> I think if you just test random Vs random you get into an 
> area of potential overoptimisation very quickly. I remember
> one such study where they stuck a large bunch of data into
> a data mining system, without planning their objectives 
> properly, and they found that the best predictor of the SP500
> index was the price change of butter in Bangladesh. So it
> was either coincidence or overoptimisation.
> 
> 
> BTW Brian
>    Seen one fractal - seen 'em all! 
>   
> Z
> 
> 
> 
> 
> ________________________________
> From: brian_z111 <brian_z...@...>
> To: [email protected]
> Sent: Saturday, 13 June, 2009 10:43:50 AM
> Subject: [amibroker] Re: Random entry & exit optimization
> 
> 
> 
> 
> 
> Re comparing random testing to a system, to confirm the edge:
> 
> Generally speaking I agree with Mike ... that is the obvious answer, but I 
> have gained a great deal by continual labttesting and whatif specualation 
> (actual and virtual).
> 
> Testing the tools, the myths, the philosophy, authors ideas, strategies, 
> systems, data, crazy ideas, holy cows, indicators ... in short everything.
> 
> The results from all of this weren't immediate, or direct ... over time it 
> revealed my trading philosophy, temperament and strategies etc which are 
> directly reflected in my systems.
> 
> Re random entries:
> 
> - the larger the sample (N) the more we can rely on the result
> - so, massive random testing is more instructive than a small sample
> - if we conduct a massive number of random entries (say on daily bars) we 
> will eventually end up entering every bar an approx equal number of times 
> (with a random entry every ball in the bucket has an equal chance of getting 
> drawn, assuming sampling with replacement) .... so why not just go straight 
> to buying every day (on close, on open or something else?) ... it saves the 
> extra work of including the random entry code and uses up less of your data 
> in the IS..... the only difference between your benchmark and your real 
> signals will be N .... the real sample set will have a smaller N and a larger 
> sample error.
> 
> Re optimising random entries:
> 
> - very interesting
> - at first thoughts it looks like, at the least, you are testing the validity 
> of optimising
> - including your filters may complicate the research ... perhaps you should 
> try isolating each component (filters, trade management, optimisation) .
> - it would be interesting to see what type of opt results you get from a 
> random entry 
> - even more interesting to see how many 'good' optimised random entries 
> perform in OOS walk -forward
> - if any perform above expectations, for a random system, the explanation 
> would be even more interesting
> 
> Speculating on the outcomes of your research:
> 
> - without knowing what your objectives are
> - leaving out filters and trade management
> - optimising random entries is likely to produce a set of parameters that 
> approximate the perfect buy and sell signals for the data you are analysing 
> (see Howard's QTS book page81 for some insight into perfect signals) ... 
> notice that, in Howards screenshot example, they approximate smoothed cycles.
> - if you wanted to hit every perfect buy/sell then you would need to add more 
> lines of code and of course the number of trades in your system will increase 
> until the ratio of trades/number of perfect trades == 1
> 
> If any 'systems' produced by opting random signals survives the OOS sample 
> test it can only be because they are not significant, compared to random 
> chance OR they have indentified some persisent and recurring cycle (seasonal 
> patterns, moon phase, Fibonacci or a new one that you can discover .... 
> fascetious there ... just having some fun with it).
> 
> An interesting variation, on your research, might be to randomly generate 
> data and see what optimising it can do.
> Note that randomly generated data doesn't match up to real market data ... 
> the markets tend to have a lot more extreme results than can explained by a 
> normal dist (I think Mandelbrot did some work with fractal maths and 
> generation of more realistic distributions if you want to stress test opt in 
> a realistic environment) .
> 
> (Some people claim that fractals is a pseudoscience ... according to others 
> it has something to say about wave patterns, or cycles, in market data ... I 
> don't know about that but I think the computer generated fractal art would 
> look great on a Tshirt).
> 
> http://www.scientif icamerican. com/article. cfm?id=multifrac tals-explain- 
> wall-street
> 
> Most of the time the text books don't answer the hard trading questions, or 
> answer them in enough detail, so you can only can an advantage by pushing the 
> envelope on optimisation theory.
> 
> Howard's chapter on benchmarking is only scratching the surface and I haven't 
> found a lot of critical analysis of optimisation anywhere (only a few high 
> tech efforts like Whites reality check for datamining etc).
> 
> --- In amibro...@yahoogrou ps.com, "Yofa" <jtoth100@ .> wrote:
> >
> > Hi All,
> > 
> > I'm trying to improve my optimization method. So I divided my trading 
> > system into parts: entry logic, trade management logic (trailing, profit 
> > target, volatility exit, etc ), filters, etc.
> > 
> > I created a random entry system, that uses the same trade management  logic 
> > as my trading system.
> > With random entries I optimized the parameters of the trade management 
> > logic. I also try to improve filters the same way.
> > 
> > My questions: 
> >     Is there anyone who uses similar technic for optimization?
> >     Is there anyone how uses similar approach to validate the trading 
> > system and its parameters?
> >     Is it reasonable optimization method?
> > 
> > Any opinion or experiance appreciated.
> > 
> > Regards,
> > 
> > Y
> >
> 
> 
>    
> 
> 
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