ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade
Typically 20 to 22 positions are open when the portfolio is fully allocated
| 2018 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Monthly Return | 5.2% | -0.5% | 0.8% | 1.6% | 1.5% | 3.5% | 0.2% | 8.9% | -2.3% | -0.4% | -0.9% | -0.5% | 17.9% |
| Account Value End-of-Month Starting with $10k on January 1 | $10,520 | $10,465 | $10,550 | $10,720 | $10,886 | $11,266 | $11,286 | $12,289 | $12,002 | $11,957 | $11,846 | $11,783 | |
| | | | | | | | | | | | | |
| 2017 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Monthly Return | 0.0% | 0.1% | 0.3% | 2.4% | 1.0% | 2.1% | 0.2% | 0.7% | 1.6% | 0.5% | 4.6% | 2.1% | 16.7% |
| Account Value End-of-Month Starting with $10k on January 1 | $10,000 | $10,013 | $10,047 | $10,290 | $10,392 | $10,605 | $10,628 | $10,707 | $10,880 | $10,938 | $11,445 | $11,686 | |
| | | | | | | | | | | | | |
| 2016 Results | | | | | | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Monthly Return | | | | | | 1.7% | 1.5% | 0.9% | -0.6% | 0.3% | 1.4% | 2.4% | 7.9% |
| Account Value End-of-Month Starting with $10k on January 1 | | | | | | $10,173 | $10,330 | $10,425 | $10,358 | $10,386 | $10,531 | $10,792 | |
| | | | | | | | | | | | | |
