Trading Systems Performance for July 2022
Below is a performance summary for our trading strategies for the month of July 2022. To learn more about the strategies and to follow along in real-time with their signals, please visit the Trading Systems page.
System performance for July
| Strategy | July | Year to Date |
|---|---|---|
| Trade Risk Index | -0.33% | -9.37% |
| Merlin System | +2.85% | -19.21% |
| Lamorak System | -3.29% | +0.93% |
| 60/40 Benchmark | +6.71% | -10.73% |
See Performance Disclosures: Monthly Performance.
Trading system commentary
We flipped the script for July and finally got a consistent stocks, bonds, and risk-on market rally. The classic 60/40 portfolio saw a large monthly gain at +6.71% bringing its year-to-date losses down to -10.73%.
Our trading strategies also flipped as Merlin finally saw a rebound of nearly 3% in July while Lamorak gave up about that same amount. The stock market rally helped Merlin with it’s long-only exposure, however, Lamorak, got caught fighting a little too hard on the short side against the move up.
As we’ve shared many times in our performance reports, having one trading system zig while the other zags is a great long-term feature to help smooth out returns and take on changing market conditions.
If you’re looking for professional evidence-based strategies to help you trade individual stocks and ETFs, sign up for a $1 Trial today to see if Merlin and Lamorak are right for you.
