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.

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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