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.
