Trading Systems Performance for May 2024

Below is a performance summary of our trading systems for May 2024. The goal is to outperform the S&P 500 over the long haul while maintaining the defensive qualities of a 60/40 portfolio. 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 May Year to Date
S&P 500 ($SPX) +5.06% +11.30%
60/40 Portfolio (SPY/IEF) +3.75% +5.71%

Trading system performance

Trading System May Year to Date
Roundtable Portfolio +4.13% +11.05%
Merlin System +2.00% +4.45%
Lamorak System +2.17% +8.14%
Galahad System +8.23% +22.99%

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

Trading system commentary

This month we are excited to announce our rebranded suite of Trading Systems formerly known as the TR Index to the Roundtable Portfolio. These are the same great trading systems you know and love, but now we’re more formerly packaging the three of them together into a single portfolio.

Our Roundtable Portfolio activity for last month (May 2024)
Total Buys: 39
Total Sells: 57
Merlin Buys: 20, Merlin Sells: 22
Lamorak Buys: 19, Lamorak Sells: 35
Galahad Buys: 0, Galahad Sells: 0

It was a good month across all of our trading systems and it’s great to see the tortoise Galahad continue outperforming strongly on the year while simultaneously doing the least. In fact, on this topic, we published this video lesson on the relationship between market environments through the lens of volatility and the impact it has on trading performance and trading activity.

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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