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may wrap - variance accepted, discipline maintained after april high

may done.

flat month after strong april.

variance accepted.

may final numbers
#

starting (may 1): $419,360

ending (may 31): $422,860

may gain: +$3,500 (+0.83%)

trades: 30

wins: 19

losses: 11

win rate: 63%

May Weekly Performance

Figure 1: May weekly performance showing variance after strong April. Week 1 flat start (+$80, 44% wr), Week 2 recovery (+$1,100, 67% wr), Week 3 FIRST LOSING WEEK 2024 (-$1,000, 25% wr - circuit breaker triggered), Week 4 recovery (+$3,320, 73% wr). Month ended +$3,500 (+0.83%). Demonstrates realistic algo trading variance.

weekly breakdown
#

May Volatility Impact

Figure 2: VIX correlation with trading performance throughout May. Week 1-2 high VIX (avg 21.8) with aggressive filtering = modest gains. Week 3 VIX spike to 28.4 = losing week, circuit breaker activated. Week 4 VIX normalized to 17.2 = strong recovery. Strategy thrives in VIX 14-19 range (shaded green zone). Performance directly correlated to volatility regime.

week 1 (flat start): +$80, 44% win rate, 9 trades

week 2 (survival mode): +$1,100, 67% win rate, 6 trades

week 3 (circuit breaker): -$1,000, 25% win rate, 4 trades

week 4 (recovery): +$3,320, 73% win rate, 11 trades

3 of 4 weeks positive.

1 losing week = normal variance.

comparing to april
#

april 2024:

  • pnl: +$23,460 (+5.9%)
  • trades: 53
  • win rate: 74%
  • conditions: ideal (VIX 14-19)

may 2024:

  • pnl: +$3,500 (+0.83%)
  • trades: 30
  • win rate: 63%
  • conditions: challenging (VIX 17-28)

difference: -$19,960 (-5.07%)

massive variance but both acceptable.

ytd 2024 progress
#

YTD 2024 Monthly Progression

Figure 3: Year-to-date 2024 monthly progression. January impressive (+$27,200, 7.4%), February flat (+$1,400, 0.36%), March testing (+$1,100, 0.28%), April impressive (+$23,460, 5.9%), May normal (+$3,500, 0.83%). YTD total +$56,660 (+15.4%). Pattern shows 2 standout months, 3 flat/normal months = sustainable algo trading. Annual target 15-18% already achieved in 5 months.

january: +$27,200 (+7.4%) - notable

february: +$1,400 (+0.36%) - flat

march: +$1,100 (+0.28%) - testing

april: +$23,460 (+5.9%) - strong

may: +$3,500 (+0.83%) - normal

ytd total: +$56,660 (+15.4%)

starting balance (jan 1): $366,200

current balance (may 31): $422,860

annual target achieved
#

ytd: +15.4% in 5 months

annual target: +15-18%

already hit low end of target.

rest of year (7 months) can be:

  • 4-5 flat months (+0% to +1%)
  • 2-3 modest months (+1% to +2%)
  • 1-2 losing months (-1% to -3%)

still finish 15-18% annual.

no pressure.

circuit breaker performance
#

week 3 losses:

monday: -$880 (2 trades)

tuesday: -$540 (1 trade)

total: -$1,420 (3 consecutive losses)

circuit breaker triggered.

paused: wednesday-thursday

resumed: friday (+$420)

prevented potential spiral.

comparing to sept 2023:

sept: no circuit breaker = $28k disaster

may: with circuit breaker = $1,420 contained

20x better outcome.

risk management stats
#

position sizing:

  • weeks 1-3: $900-1,200 (reduced for high vol)
  • week 4: $1,500 (full size restored)

circuit breaker: triggered once (worked perfectly)

max drawdown: -$1,420 (0.3%)

filters: 40% acceptance rate (aggressive during high vol)

regime confidence avg: 0.67 (lower due to volatility)

market conditions
#

VIX range: 17-28 (high volatility)

avg VIX: 21.4 (above optimal 14-19)

correlation: 0.68 avg (high)

regime stability: 0.58 avg (choppy)

my strategy needs:

VIX: 14-19 (stable low-medium vol)

correlation: <0.6 (diversification)

regime stability: >0.75 (confidence)

may didn’t provide ideal conditions.

slippage tracking
#

april avg: 1.7 ticks

may avg: 2.0 ticks

slippage worse in higher vol.

week 3 (VIX 28): 2.6 ticks

week 4 (VIX 17): 1.8 ticks

directly correlated to volatility.

lessons from may
#

1. variance is normal

april notable won’t repeat monthly.

may flat = healthy correction.

2. circuit breakers save accounts

prevented $28k-style disaster.

$1,420 loss contained.

3. conditions dictate results

VIX >22 = struggle.

VIX 14-19 = thrive.

can’t force wins in wrong environment.

4. aggressive filtering works

week 2: 6 trades, 67% wr, +$1,100.

quality > quantity in high vol.

5. discipline compounds

no revenge trading week 3.

calm return week 4.

psychological growth evident.

comparing to 2023
#

may 2023:

  • still learning
  • losing money
  • testing strategies
  • emotional trading

may 2024:

  • strategies validated
  • modest gain
  • circuit breaker followed
  • disciplined execution

1 year transformation.

therapy reflection (5/23)
#

dr. r: “may flat after april standout. how do you feel?”

me: “fine. expected variance.”

dr. r: “what about the losing week?”

me: “circuit breaker worked. paused, reviewed, returned calmly. lost $1,400 instead of potential $28k.”

dr. r: “you’re accepting reality instead of fighting it.”

me: “yeah. can’t control market. can control response. may flat is normal. april impressive was outlier.”

dr. r: “that’s mature trading psychology. most traders can’t accept losing weeks.”

exactly.

living with A. through variance
#

may trading volatile.

A’s response:

week 1 struggles: supportive.

week 3 losses: “good you’re following rules.”

week 4 recovery: “you seem calmer.”

stable relationship = stable psychology.

living together 6.5 months.

works.

june preview
#

expectations:

may showed normal variance.

june likely similar:

  • modest month (+1% to +2%) - possible
  • flat month (+0% to +1%) - likely
  • losing month (-1% to -3%) - acceptable

ytd 15.4% = already at target.

june can be anything.

no pressure.

what success looks like
#

may success:

survived high vol month.

circuit breaker prevented disaster.

ended positive despite losing week.

discipline maintained.

that’s sustainable algo trading.

tonight (may 31, 11:18pm)
#

may done.

+$3,500 (+0.83%).

63% win rate.

april impressive followed by may normal.

variance accepted.

circuit breaker worked.

discipline maintained.

ytd +15.4%.

june begins tomorrow.

realistic expectations.

execute system.

accept variance.


11:18pm may 31. may wrap. +$3,500 (0.83%). 63% win rate across 30 trades. first losing week 2024 (week 3), circuit breaker triggered and followed. april +5.9%, may +0.83% = normal variance. ytd +$56,660 (15.4%) hit annual target. sustainable trading demonstrated. june begins with realistic expectations.

-AK

Related

week 1 may - reality check, flat start after april high
week 1 may done. reality check arrived. april won’t repeat. week 1 trades (apr 29 - may 3) # monday 4/29: market closed (observed holiday)
april wrap - strong month, strategy validation complete
april done. strong month. strategy validation complete. april final numbers # starting (apr 1): $395,900 ending (apr 30): $419,360
march wrap - testing month, foundation built for Q2
march done. testing month complete. foundation built for Q2. march final numbers # starting (mar 1): $394,800 ending (mar 31): $395,900
february wrap - choppy month, reality check after january high
february done. reality check month. january impressive performance won’t repeat. february final numbers # starting (feb 1): $393,400
january wrap - $27k month, full recovery complete
january done. $27k month. full recovery from september disaster complete. january final numbers # starting (jan 1): $366,200
november wrap - full recovery achieved, now what
november done. full recovery achieved. back to sept peak. final week november (nov 27-28) # monday 11/27: 3 trades, 3 wins. +$1,420