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july wrap - modest summer month, discipline through variance

july done.

modest summer month.

discipline maintained through variance.

july final numbers
#

starting (july 1): $431,180

ending (july 31): $433,900

july gain: +$2,720 (+0.63%)

trades: 31

wins: 17

losses: 14

win rate: 55%

July Weekly Performance

Figure 1: July weekly performance showing summer variance. Week 1 slow start (+$1,220, 57% wr), Week 2 first losing week since May (-$1,740, 25% wr - summer volume crash), Week 3 recovery (+$1,480, 63% wr), Week 4 consistency (+$1,760, 75% wr). Month ended +$2,720 (+0.63%). Summer conditions demonstrated: lower volume, wider slippage, reduced edge.

weekly breakdown
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July Slippage Impact

Figure 2: Summer volume impact on slippage throughout July. Week 1 volume down 22% → 2.1 tick slippage. Week 2 volume crash 28% → worst slippage all year 2.8 ticks (contributed to -$1,740 loss). Weeks 3-4 volume stabilized → slippage improved to 2.0-2.2 ticks. July avg slippage 2.3 ticks vs June 1.9 ticks. Summer months = higher execution costs. Correlation between volume and slippage clear.

week 1: +$1,220, 57% wr, 7 trades

week 2: -$1,740, 25% wr, 8 trades (first losing week since may)

week 3: +$1,480, 63% wr, 8 trades

week 4: +$1,760, 75% wr, 8 trades

3 positive weeks, 1 losing week.

normal pattern.

comparing to previous months 2024
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january: +$27,200 (+7.4%) - impressive

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

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

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

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

june: +$8,320 (+1.97%) - modest

july: +$2,720 (+0.63%) - modest

pattern consistent: 2 notable, 5 modest/flat.

sustainable pace.

ytd 2024 progress
#

YTD 2024 Monthly Progression

Figure 3: Year-to-date 2024 monthly progression through July. Pattern shows 2 strong months (Jan +7.4%, Apr +5.9%) cannot sustain. Five modest/flat months (Feb +0.36%, Mar +0.28%, May +0.83%, Jun +1.97%, Jul +0.63%) demonstrate realistic algo trading. YTD total +$67,700 (+18.5%). Annual target 15-18% exceeded - need flat/losing months H2 to finish in range. Sustainable trading requires variance acceptance.

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

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

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

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

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

june: +$8,320 (+1.97%)

july: +$2,720 (+0.63%)

ytd total: +$67,700 (+18.5%)

starting balance (jan 1): $366,200

current balance (july 31): $433,900

annual target analysis
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ytd: +18.5% in 7 months

annual target: +15-18%

above target by 0.5%.

H2 2024 (5 months remaining):

should target: flat to slightly negative total.

achievable with:

  • 3-4 flat months (+0% to +0.5%)
  • 1-2 small losing months (-1% to -2%)

still finish 15-18% annual.

circuit breaker performance
#

week 2 close call:

5 total losses but not 3 consecutive.

thursday: -$920 (2 losses).

threshold not triggered but monitored.

last trigger: never (implemented post-sept 2023 disaster).

effectiveness: prevented 20x worse outcome vs sept 2023.

risk management stats
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position sizing: $1,500 all trades (consistent)

circuit breaker: not triggered (1 close call week 2)

max drawdown: -$1,740 (0.4%)

filters: 51% acceptance avg

variance:

  • week 2 low: 38%
  • week 4 high: 61%

regime confidence avg: 0.71

variance:

  • week 2 low: 0.54
  • week 4 high: 0.78

filters adapted correctly.

market conditions
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summer reality:

avg volume: -25% vs june

avg VIX: 16.1 (optimal but whipsaw)

avg correlation: 0.61 (acceptable)

avg regime stability: 0.71 (lower than june 0.76)

summer = different conditions.

lower participation = different dynamics.

slippage tracking
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july avg: 2.3 ticks

june avg: 1.9 ticks

april avg: 1.7 ticks

summer degradation expected.

weekly variance:

week 2 worst: 2.8 ticks (volume crash).

week 4 best: 2.0 ticks (stabilization).

chicago colo still helping.

without it, summer would be 3.5+ ticks.

comparing to expectations
#

early july estimate: +$2k to +$4k

actual: +$2,720

mid-range hit.

summer modest confirmed.

lessons from july
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1. summer is different

can’t compare to spring performance.

lower volume = lower edge.

2. losing weeks normal

week 2 first since may = good ratio.

3. recovery matters more than perfect record

week 2 loss → weeks 3-4 recovery = discipline.

4. filters prevent disasters

38% acceptance week 2 saved capital.

5. relationship stability enables trading stability

8.5 months with A. = psychological foundation.

comparing to 2023
#

july 2023:

  • learning phase
  • losing money
  • small position sizes
  • emotional responses

july 2024:

  • validated strategies
  • +$2,720 profit
  • full position size
  • disciplined execution

1 year progress.

therapy reflection (7/25)
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dr. r: “july wrapping up. thoughts?”

me: “solid. 1 losing week, 3 modest weeks. exactly what summer should look like.”

dr. r: “and personally?”

me: “good. 8.5 months with A. thinking about future more.”

dr. r: “marriage still on your mind?”

me: “yeah. not planning anything yet but the thought stays.”

dr. r: “that’s growth. you’re thinking long-term now.”

exactly.

living with A. - 8.5 months
#

what’s working:

sunday morning breakfast routine.

comfortable silence most evenings.

sex life still incredible (places list: 20).

separate workspaces during day.

what’s friction:

still the coffee mug thing (stupid but real).

her mess vs my OCD (ongoing negotiation).

friday alone time rule (works but sometimes i miss her).

overall:

best relationship i’ve had.

first one where i’m thinking years not weeks.

august preview
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expectations:

summer continues.

august typically slowest month.

realistic outcomes:

flat month (+0% to +0.5%) - likely.

small gain (+0.5% to +1%) - possible.

small loss (-1% to -2%) - acceptable.

ytd already above target.

no pressure.

what success looks like
#

july success:

maintained discipline through losing week.

recovered weeks 3-4.

ended month positive despite summer.

filters adapted correctly.

not exciting but sustainable.

this is long-term algo trading.

tonight (july 31, 11:42pm)
#

july done.

+$2,720 (+0.63%).

55% win rate.

3 modest weeks, 1 losing week.

summer variance accepted.

filters prevented disaster.

ytd +$67,700 (+18.5%).

annual target exceeded.

august begins tomorrow.

realistic expectations.

execute system.

accept variance.


11:42pm wednesday. july wrap. +$2,720 (0.63%). 55% win rate across 31 trades. weekly pattern: +$1,220, -$1,740 (first losing week since may), +$1,480, +$1,760. summer slippage avg 2.3 ticks vs june 1.9. ytd +$67,700 (18.5%) above target - need flat H2 to finish 15-18% range. discipline maintained through variance. sustainable trading demonstrated.

-AK

Related

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may done. flat month after strong april. variance accepted. may final numbers # starting (may 1): $419,360 ending (may 31): $422,860
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week 1 june done. modest start. exactly what expected after may flat. week 1 trades (june 3-7) # monday 6/3: no trades (memorial day)
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