Refined Entry Criteria

This document outlines refined entry criteria for our high-confidence options trading setups, designed to achieve an 80%+ win rate by being highly selective about which trades to take.

Core Principles for High Selectivity

  1. Multiple Confirmation Requirement: Each setup now requires a minimum of 4 confirmation signals (increased from 3)
  2. Stricter Technical Parameters: Tightened ranges for technical indicators
  3. Enhanced Market Context Filters: Added broader market condition requirements
  4. Quantifiable Entry Conditions: All criteria are specific and measurable
  5. Layered Confirmation Approach: Primary, secondary, and tertiary confirmation levels

META VolatilityExpansion (Short) - 88.89% Win Rate

Primary Technical Conditions (ALL must be met)

  • Bollinger Band width contracting for exactly 5-7 consecutive days (not more, not less)
  • Current Bollinger Band width in the bottom 15% of its 3-month range (tightened from 20%)
  • Volume declining for 5 consecutive days, with current volume at least 30% below 20-day average (stricter than previous 20%)
  • Price must be in the upper 1/3 of the Bollinger Band range, but below the upper band
  • RSI between 50-60 (narrowed from 45-65)

Confirmation Signals (at least 4 must be present)

  • MACD histogram flattening after a period of decline, with at least 3 consecutive smaller bars
  • Daily ATR (Average True Range) declining for 4+ consecutive days (increased from 3)
  • Implied volatility in the bottom 20% of its 3-month range (tightened from 25%)
  • META price within 2% of a significant resistance level (new requirement)
  • Volume profile showing low volume node at current price level (new requirement)
  • Negative divergence on 4-hour chart RSI (new requirement)
  • Bearish candlestick pattern on daily chart (Shooting Star, Bearish Engulfing, Evening Star)

Market Context Requirements (ALL must be met)

  • VIX between 15-25 (narrowed from 15-30)
  • META showing relative weakness vs. NASDAQ (minimum 2% underperformance over 5 days)
  • NASDAQ showing signs of resistance or topping pattern
  • No META-specific news or earnings within 15 trading days (extended from 10)
  • No major market events (Fed announcements, CPI data, etc.) within 72 hours
  • At least 60% of technology sector stocks below their 20-day moving averages
  • Market breadth indicators showing deterioration (declining advance-decline line)

META SupportBounce (Long) - 100% Win Rate

Primary Technical Conditions (ALL must be met)

  • Price within 1% of a major support level (tightened from "approaching")
  • Support level must be validated by at least 2 previous bounces
  • RSI showing positive divergence with at least 3 degrees of separation
  • Volume increasing for 3 consecutive days as price approaches support
  • Price must remain above the 50-day moving average

Confirmation Signals (at least 4 must be present)

  • Bullish engulfing candle or hammer candle with at least 1.5:1 size ratio
  • MACD histogram turning positive from negative territory with increasing momentum
  • Stochastic oscillator below 20 with bullish crossover
  • Implied volatility increasing by at least 15% as price approaches support
  • Volume spike of at least 50% above 20-day average on reversal day
  • Positive divergence on multiple timeframes (daily and 4-hour)
  • Fibonacci retracement level coinciding with support (61.8% or 78.6%)

Market Context Requirements (ALL must be met)

  • VIX between 15-25 (narrowed from 15-30)
  • META showing relative strength vs. NASDAQ (minimum 2% outperformance over 5 days)
  • NASDAQ showing signs of support or bottoming pattern
  • No META-specific news or earnings within 15 trading days (extended from 10)
  • No major market events within 72 hours
  • At least 60% of technology sector stocks above their 20-day moving averages
  • Market breadth indicators showing improvement (rising advance-decline line)

QQQ VolatilityExpansion (Short) - 100% Win Rate

Primary Technical Conditions (ALL must be met)

  • Bollinger Band width contracting for exactly 5-7 consecutive days
  • Current Bollinger Band width in the bottom 15% of its 3-month range
  • Volume declining for 5 consecutive days, with current volume at least 30% below 20-day average
  • Price must be in the upper 1/3 of the Bollinger Band range, but below the upper band
  • RSI between 50-60 (narrowed from 45-65)

Confirmation Signals (at least 4 must be present)

  • MACD histogram flattening after a period of decline, with at least 3 consecutive smaller bars
  • Daily ATR (Average True Range) declining for 4+ consecutive days
  • Implied volatility in the bottom 20% of its 3-month range
  • QQQ price within 2% of a significant resistance level (new requirement)
  • Volume profile showing low volume node at current price level (new requirement)
  • Negative divergence on 4-hour chart RSI (new requirement)
  • Bearish candlestick pattern on daily chart
  • Semiconductor index (SOX) showing relative weakness to QQQ (new requirement)

Market Context Requirements (ALL must be met)

  • VIX between 15-25 (narrowed from 15-30)
  • Technology sector showing relative weakness vs. S&P 500 (minimum 1.5% underperformance over 5 days)
  • S&P 500 showing signs of resistance or topping pattern
  • No major economic announcements within 72 hours (extended from 48)
  • At least 60% of NASDAQ 100 stocks below their 20-day moving averages
  • Market breadth indicators showing deterioration
  • Treasury yields showing upward pressure (new requirement)

Trade Execution Requirements

Time of Day Restrictions

  • Only enter trades between 10:30 AM - 11:15 AM ET or 1:45 PM - 2:30 PM ET
  • These narrower windows (reduced from previous ranges) represent the most stable market periods

Market Internals Confirmation

  • TICK index must be aligned with trade direction (positive for longs, negative for shorts)
  • NYSE Advance-Decline line must confirm market direction
  • VIX must be stable (not changing more than 3% in the past hour)

Options-Specific Requirements

  • Minimum option liquidity: 500+ open interest and 150+ volume
  • Maximum bid-ask spread: 3% of option price
  • Delta requirement: 0.45-0.55 (tightened from 0.40-0.60)
  • Minimum 7 days to expiration (to avoid gamma risk)

Entry Execution

  • Use limit orders only, no market orders
  • Set limit price at the mid-point of bid-ask spread
  • Allow maximum 5-minute window for fill, then reassess setup
  • No chasing - if price moves more than 2% from signal, skip the trade
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