Merlin Strategy Performance for January 2020

Below is a performance summary for our Merlin trading strategy for the month of January 2020, net of transaction costs. To learn more about the strategy and to follow along in real-time with its trading signals, please visit the Merlin strategy page.

Merlin Performance for January

Strategy January Year to Date
Merlin Margin +4.29% +4.29%
60/40 Benchmark +1.36% +1.36%

See Performance Disclosures: Monthly Performance.


Merlin Closed Trades in January

Closed Trades Return on Signal R-Multiple
TLRA +39.10% +1.50
LHX +8.02% +1.50
TEAM +13.90% +1.50
APPN +18.77% +1.50
ZNGA +8.97% +1.50
SHAK +11.77% +1.55
QD -37.06% -1.17
EVBG +10.79% +1.50
NVCR +23.37% +1.50
GOLD +12.06% +1.50
GOL +5.56% +0.49
IOTS +16.57% +0.50


Performance Commentary

It was another great month for subscribers of Merlin as we outperformed our benchmark in live trading for the third month in a row. We closed out a total of 12 trades in the month of January, 11 winners, and 1 losing trade. The three month Margin Portfolio strategy performance (November through January) is now +17.90%.

Heading into February Merlin is still positioned fairly aggressively at approximately 75% invested and still accumulating equity exposure when new setups present themselves.

If you’re looking for an evidence based strategy for swing trading individual stocks and ETFs on an end of day closing basis, check out the details behind Merlin here.

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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