The Galahad Trading System

Galahad is a fully rules-based trading system that trend follows ETFs while holding a fixed allocation to stocks, bonds, bitcoin, and gold.

Measurement Galahad Portfolio 60/40 Buy & Hold Portfolio
Compound Annual Growth Rate+23.14%+7.28%
Largest 3 Drawdowns-23.62%, -19.50%, -15.60%-32.57%, -22.78%, -21.70%
Sharpe Ratio0.990.62
MAR Ratio0.980.21
Correlation to 60/40 Portfolio0.64Benchmark

Measurement definitions. Galahad invests up to 130% at times, see Performance Disclosures: Portfolio Statistics

Galahad performance

  • Compound Annual Growth Rate: +23.14%
  • Largest 3 Drawdowns: -23.62%, -19.50%, -15.60%
  • Sharpe Ratio: 0.99
  • MAR Ratio: 0.98
  • Correlation to 60/40 Portfolio: 0.64

Measurement definitions. Galahad invests up to 130% at times, see Performance Disclosures: Portfolio Statistics

How Galahad trades

Galahad holds ETFs that fall into one of two buckets: fixed and active.

The fixed bucket is a mix of S&P500, Short Term Government Bonds, Gold, and Bitcoin. The second bucket of positions are added to the portfolio based on trend signals in the Nasdaq 100, Long Term Government Bonds, and Bitcoin.

Lamorak trades a total universe of 7 ETFs and all signals are generated after the market closes.

Galahad is right for you if you're someone who

  • Values research driven rules-based trading systems

  • Values trend following as a way to manage risk and drive exposure

  • Wants a trading system that is easy to follow

  • Wants a solution to participate in and risk manage Bitcoin

  • Is seeking competitive long-term risk adjusted market returns

How Galahad trades

Galahad holds ETFs that fall into one of two buckets: passive and active.

The passive bucket is a mix of S&P500, Short Term Government Bonds, Gold, and Bitcoin. The second bucket of positions are added to the portfolio based on trend signals in the Nasdaq 100, Long Term Government Bonds, and Bitcoin.

Lamorak trades a total universe of 7 ETFs and all signals are generated after the market closes.

Galahad is right for you if you're someone who

  • Values research driven rules-based trading systems

  • Values trend following as a way to manage risk and drive exposure

  • Wants a trading system that is easy to follow

  • Wants a solution to participate in and risk manage Bitcoin

  • Is seeking competitive long-term risk adjusted market returns

Get to know Galahad by reviewing its month-by-month performance

You are in control of the trade size you take for each position. Want higher returns? You can choose to allocate more per ETF. Want smaller drawdowns? Dial the size back. These are the portfolio returns of the default margin portfolio position sizing algorithm, which will invest up to 130% at times, see Performance Disclosures: Monthly Performance.

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2024+3.58%+13.56%+5.57%+23.28%
20233.36%-5.23%13.81%0.60%0.80%13.56%2.92%-2.17%-4.12%6.44%9.75%8.57%+57.17%
2022-8.18%-0.06%0.83%-3.03%-0.71%-3.61%2.71%-2.05%-3.14%1.85%1.75%-1.43%-14.53%
20212.84%6.16%5.32%3.82%-4.58%3.65%3.51%2.18%-7.69%10.41%0.99%-3.88%+23.54%
20206.53%-3.80%-5.59%5.57%3.86%2.37%15.37%7.19%-9.86%0.79%19.04%13.13%+64.31%
20192.41%0.24%3.75%4.78%11.43%12.77%-0.59%2.12%-3.18%2.56%2.73%1.04%+46.74%
2018-2.29%-5.31%-4.11%0.24%1.00%-0.64%2.81%3.02%-0.74%-6.89%-0.10%-1.97%-14.45%

Click on any of the links in the table below to read our performance letter from that month.

(Galahad invests up to 130% at times, see Performance Disclosures: Portfolio Statistics)

How trading with Galahad works

When you subscribe to the Galahad Trading System Membership, you'll receive daily trade reports with all of the information you need to follow the system with ease.

All you need to do is log in to our website once a day, anytime after the market closes, to review the latest trade signals and member-only pages. Most traders spend 1-minute or less per day on average reviewing the trade report and placing Galahad orders.

Get started today with a Galahad Trading Membership

Monthly Membership

$69 / per month
  • Member-only dashboard
  • Daily trade reports
  • Priority member support
  •  

Annual Membership

$690 / per year
  • Member-only dashboard
  • Daily trade reports
  • Priority member support
  • Get 2 months free choosing annual!

Looking for a trial before you commit? Test drive all three of our trading systems for 14-days, just $1. No auto-enrollment and no strings attached. Sign up here.

Frequently Asked Questions

TRADING SYSTEM DISCLAIMER

Please be advised that trade signals are provided as an educational tool for informational purposes only and do not constitute investment advice. Signals, trading tools, and all published analysis should always be used as a starting point for doing additional independent research so that you can form your own opinion regarding investments. Under no circumstances should trade alerts be treated as financial advice.