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week 2 september - momentum confirmed, volume sustained

week 2 done.

momentum confirmed.

volume sustained post-labor day.

week 2 numbers
#

starting (sep 9): $437,000

ending (sep 13): $439,840

week gain: +$2,840 (+0.65%)

trades: 9

wins: 7

losses: 2

win rate: 78%

volume analysis
#

monday: 4.0M contracts (sustained)

tuesday: 3.8M contracts (solid)

wednesday: 4.2M contracts (peak)

thursday: 3.9M contracts (consistent)

friday: 3.7M contracts (stable)

avg: 3.9M contracts

vs august avg: 2.7M contracts

+44% improvement.

summer officially over.

slippage tracking
#

week 2 avg: 2.0 ticks

august avg: 2.8 ticks

improvement: -0.8 ticks

execution quality restored.

chicago colo + normal volume = optimal.

position sizing
#

all trades: $1,500 full size

no hesitation.

conditions support full deployment.

filters performance
#

acceptance rate: 64%

regime confidence: 0.81

up from august 39% acceptance.

more setups qualifying = healthier market.

strategy breakdown
#

regime-adaptive mean reversion:

low vol regime: 5 wins, 1 loss (83% wr)

medium vol regime: 2 wins, 1 loss (67% wr)

adaptive parameters doing well in normal conditions.

comparing to august week 2
#

august week 2: -$140, 50% wr, 3 trades (worst week all year)

september week 2: +$2,840, 78% wr, 9 trades

$2,980 difference.

volume makes everything possible.

ytd tracking
#

ytd: +$72,160 (+19.7%)

target: 15-18%

above target by 1.7%.

need flat/losing weeks rest of year.

acceptable.

week 3 expectations
#

volume pattern:

if holds 3.5M+ avg: similar performance likely.

if drops <3M: back to defensive.

realistic targets:

modest week (+$1k to +$2k) - likely.

flat week (+$0 to +$1k) - possible.

conditions supportive.

risk management check
#

circuit breaker: not triggered

max drawdown: -$560 (0.13%)

max losing streak: 1 loss (happened 2x)

risk controls optimal.

lessons from week 2
#

1. volume is everything

august -29% volume = struggle.

september +44% volume = thrive.

edge requires liquidity.

2. patience through labor day paid off

didn’t force trades week 1.

positioned for week 2 momentum.

3. adaptive filters work

opened from 39% → 64% as conditions improved.

system responding correctly.

tonight (sep 13, 2:22am)
#

week 2 done.

+$2,840 (+0.65%).

78% win rate.

9 trades, 3.9M avg volume.

slippage 2.0 ticks vs august 2.8.

summer conditions over.

september building.


2:22am friday. week 2 september. +$2,840 (0.65%). 78% win rate across 9 trades. volume sustained 3.9M avg (+44% vs august). slippage improved to 2.0 ticks. filters opened to 64% acceptance. ytd +19.7% above target. momentum confirmed.

-AK

Related

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