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august wrap - summer slowest month, survival confirmed, discipline maintained

august done.

summer slowest month confirmed.

survival = success.

august final numbers
#

starting (aug 1): $433,900

ending (aug 31): $434,800

august gain: +$900 (+0.21%)

trades: 14

wins: 10

losses: 4

win rate: 71%

August Weekly Performance

Figure 1: August weekly performance demonstrating summer lull. Week 1 modest start (+$380, 60% wr), Week 2 ONLY LOSING WEEK (-$140, 50% wr - volume worst all year), Week 3 recovery (+$240, 75% wr), Week 4 improvement (+$420, 71% wr). Month ended +$900 (+0.21%). 14 total trades = 3.5 trades/week avg vs July 7.8 trades/week. Summer volume drought reduced opportunity.

weekly breakdown
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August Slippage vs Volume Impact

Figure 2: Volume and slippage correlation throughout August. Volume improved week-over-week: Week 1 (-32% vs July) → Week 4 (-25% vs July). Slippage correlated: Week 1 (2.9 ticks) → Week 4 (2.6 ticks). August avg 2.8 ticks vs July 2.3 ticks (+22% worse execution). Low summer volume = wider spreads = higher execution costs eating edge. Chicago colocation preventing 3.5+ tick nightmare but can’t overcome liquidity drought.

week 1: +$380, 60% wr, 5 trades

week 2: -$140, 50% wr, 3 trades

week 3: +$240, 75% wr, 4 trades

week 4: +$420, 71% wr, 2 trades

3 positive weeks, 1 losing week.

normal variance pattern.

comparing to previous months 2024
#

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

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

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

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

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

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

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

august: +$900 (+0.21%) - survival

pattern consistent: 2 strong, 6 modest/flat/survival.

sustainable pace.

ytd 2024 progress
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YTD 2024 Monthly Progression

Figure 3: Year-to-date 2024 monthly progression through August. Pattern shows 2 impressive months (Jan +7.4%, Apr +5.9%) carried year. Six modest/flat months (Feb +0.36%, Mar +0.28%, May +0.83%, Jun +1.97%, Jul +0.63%, Aug +0.21%) demonstrate realistic algo trading variance. YTD total +$68,500 (+17.58%). Annual target 15-18% exceeded by 0.58%. Remaining 4 months (Sep-Dec) can be flat or slightly negative and still finish in target range. Green zone = target range 15-18%.

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%)

august: +$900 (+0.21%)

ytd total: +$68,500 (+17.58%)

starting balance (jan 1): $366,200

current balance (aug 31): $434,800

annual target exceeded
#

ytd: +17.58% in 8 months

annual target: +15-18%

exceeded by 0.58%.

remaining 4 months (sep-dec):

can be:

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

still finish 15-18% annual.

zero pressure.

circuit breaker performance
#

august:

not triggered once.

not close.

week 2 worst: -$140 total.

max single day loss: -$90.

threshold: -$1,500 single day OR 3 consecutive losses.

filters prevented reaching threshold.

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

circuit breaker: not triggered (preventive filters worked)

max drawdown: -$140 (0.03%)

filters: 39% acceptance avg

variance:

  • week 2 low: 35%
  • week 4 high: 43%

regime confidence avg: 0.69

variance:

  • week 2 low: 0.64
  • week 4 high: 0.73

filters adapted correctly to summer conditions.

market conditions
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august reality:

avg volume: -29% vs july

avg VIX: 16.0 (optimal but irrelevant)

avg correlation: 0.54 (weak)

avg regime stability: 0.69 (lower than july 0.71)

summer = lower participation.

VIX optimal but:

volume dried up.

spreads widened.

correlation weak.

result: edge compressed.

slippage tracking detail
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august avg: 2.8 ticks

july avg: 2.3 ticks

june avg: 1.9 ticks

april avg: 1.7 ticks

+65% worse than april.

summer degradation:

august vs april: +1.1 ticks worse avg.

cost impact: ~$15-20 per trade.

14 trades × $17.50 avg = $245 slippage cost.

gross gain pre-slippage: ~$1,145

net gain post-slippage: $900

slippage ate 21% of gross.

chicago colo critical:

without it, august avg would be 4+ ticks.

4 ticks × 14 trades × $12.50 = $700 slippage cost.

colo saved ~$455 this month.

comparing to expectations
#

late july forecast: flat to small gain (+$0 to +$1,500).

actual: +$900

within range.

august = survival.

confirmed.

lessons from august
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1. august lives up to reputation

slowest month confirmed.

volume -29% avg vs july.

3.5 trades/week vs normal 8.

2. survival = success in august

+$900 profit in worst volume conditions.

vs forcing trades = potential losses.

3. slippage matters exponentially in low volume

2.8 ticks eating 21% of gross gains.

in normal volume, would be 12-15%.

execution costs dominate in summer.

4. filters prevent disasters

39% acceptance preserved capital.

vs 100% acceptance = certain losses.

5. ytd cushion enables patience

+17.58% ytd allows zero pressure august.

can afford to wait for conditions.

comparing to 2023
#

august 2023:

  • still learning
  • losing money
  • didn’t understand seasonality
  • emotional trading
  • small position sizes

august 2024:

  • strategies validated
  • +$900 profit
  • filters adapted to summer
  • disciplined execution
  • full position size

1 year transformation.

therapy reflection (8/28)
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dr. r: “august wrapping up. +$900. thoughts?”

me: “exactly what august should be. volume sucked, slippage ate edge, filters saved capital. survival = success.”

dr. r: “you’re not frustrated by slow month?”

me: “nope. ytd +17.6%. august doesn’t need to be impressive. just not negative.”

dr. r: “that’s mature trading psychology.”

me: “learned from 2023. forced trades in summer = losses. patience in august = preservation.”

dr. r: “and personally?”

me: “9 months with A. marriage thought still there. no rush but persistent.”

dr. r: “persistent is the key word.”

exactly.

living with A. - 9 months summary
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what’s locked:

daily routine perfect.

coffee mug situation resolved.

sex life incredible (places list: 22).

what’s still friction:

her mess vs my OCD (ongoing negotiation).

sometimes she wants to talk when i need silence.

overall:

best relationship i’ve had.

thinking years not weeks.

marriage thought occurred 8 times since birthday.

no exit strategy.

september preview
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historical pattern:

september typically picks up after labor day.

volume returns.

realistic expectations:

modest month (+1% to +2%) - likely.

flat month (+0% to +1%) - possible.

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

all within sustainable range.

ytd already above target.

no pressure.

what success looks like august
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august success:

survived slowest month positive.

maintained discipline (didn’t force trades).

filters prevented disaster (39% acceptance).

slippage managed (chicago colo critical).

not exciting but sustainable.

survival in august = setup for september.

tonight (august 31, 11:55pm)
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august done.

+$900 (+0.21%).

71% win rate.

14 trades total = 3.5/week avg.

slippage 2.8 ticks eating 21% gross.

filters rejecting 61%.

volume -29% vs july.

ytd +$68,500 (+17.58%).

annual target exceeded.

september begins tomorrow.

realistic expectations.

execute system.

accept variance.

survive august = success.


11:55pm saturday. august wrap. +$900 (0.21%). 71% win rate across 14 trades. weekly pattern: +$380, -$140, +$240, +$420. summer volume -29% vs july. avg slippage 2.8 ticks vs july 2.3 ticks. filters rejecting 61% = capital preservation. ytd +$68,500 (17.58%) exceeded target. 4 months remaining can be flat and still hit 15-18%. survival confirmed.

-AK

Related

week 1 august - slowest summer month begins, modest start
week 1 august done. summer slowest month confirmed. volume brutal. week 1 numbers # starting (aug 1): $433,900
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
june wrap - modest month, variance demonstrated, discipline maintained
june done. modest month as expected. variance demonstrated perfectly. june final numbers # starting (june 1): $422,860 ending (june 30): $431,180
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
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