Trading Systems Performance for January 2024
Below is a performance summary of our trading systems for January 2024. To learn more about these systems and to follow along in real-time with their signals, check out our Trading Systems page.
March markets at a glance
| Market | January | Year to Date |
|---|---|---|
| S&P 500 ($SPX) | +1.59% | +1.59% |
| 10-Year Treasury (IEF) | +0.07% | +0.07% |
| 60/40 Portfolio (SPY/IEF) | +0.98% | +0.98% |
Trading system performance
| System | January | Year to Date |
|---|---|---|
| Trade Risk Index | -1.85% | -1.85% |
| Merlin System | -5.69% | -5.69% |
| Lamorak System | +1.99% | +1.99% |
See Performance Disclosures: Monthly Performance. Trade Risk uses Interactive Brokers as our primary broker and reporting agent.
Trading system commentary
Stock Market Commentary: Every Friday we publish video reviews on the market environment so be sure to tune into our Stock Market Weekly series here on the blog or on YouTube for real-time analysis throughout the month.
Merlin Trading System: It was a tough start to the year particularly because Merlin has been getting more and more invested in this market but it’s primarily concentrated in smaller and mid-cap sized companies. The S&P500 managed to finish up 1.59% but the Russell 2000 was -3.90%. If we see rotation into small caps and breadth expansion, we would expect Merlin to follow in their footsteps.
Lamorak Trading System: It was a good start to the year for Lamorak which closed about 30 trades with a 75%+ win rate. It was able to take advantage of the stock market’s weakness in the first couple of weeks of the month and capitalize on the rebound going into February.
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