Trading Systems Performance for April 2024

Below is a performance summary of our trading systems for April 2024. The goal is to outperform the S&P 500 over the long haul while maintaining the defensive qualities of a 60/40 portfolio, focusing on minimized drawdowns and enhanced risk-adjusted returns. To learn more and to follow along in real-time with their signals, check out our Trading Systems page.

March markets at a glance

Market April Year to Date
S&P 500 ($SPX) -4.03% +5.94%
10-Year Treasury (IEF) -3.13% -4.38%
60/40 Portfolio (SPY/IEF) -3.67% +1.81%

Trading system performance

System April Year to Date
Trade Risk Index -3.79% +6.69%
Merlin System -5.47% +2.40%
Lamorak System +2.23% +5.85%
Galahad System -7.84% +13.91%

See Performance Disclosures: Monthly Performance. Trade Risk uses Interactive Brokers as our primary broker and reporting agent.

Trading system commentary

Everything on our list finished down in April except for our Lamorak trading system. The S&P 500, 10-Year Treasury, Merlin, and Galahad all pulled back throughout the month of April following their strong first quarter to the year. Despite a down market environment, Lamorak managed to generate nearly all of its profits through its long swing trades which you can see below in its April trade statistics.

4/1/2024 – 4/29/2024

Total number of trades: 35
Number of winners: 18
Number of losers: 17
Win Percentage: 51.43%
Average winning trade: 2.39%
Average losing trade: -1.83%
Win/Loss Ratio: 1.31
Total Percent Captured: 11.85%

Total number of trades: 1
Number of winners: 1
Number of losers: 0
Win Percentage: 100%
Average winning trade: 1.21%
Total Percent Captured: 1.21%

This is the benefit of having a short-term very tactical trading system in the mix of longer-term trading strategies — the ability to navigate profitably through turbulent months like we saw this April.

If you’re looking for professional evidence-based trading systems to help you invest in individual stocks and ETFs with a focus on risk management, sign up for a $1 trial today to see if our trading systems are right for you.

Evan Medeiros

Evan is the founder of the Trade Risk. With 25 years of coding experience and a B.S. in computer science, Evan brings a systematic discipline to investing in the stock market.

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