ROI results include commissions of $1.00 per equity trade. Typically, 23 to 25 positions are open when the portfolio is fully allocated. For a detailed description of this strategy please go here.
| 2023 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 1.7% | -6.7% | -0.9% | -1.6% | -4.3% | 6.9% | -5.3% | ||||||
| Account Value End-of-Month Starting with $100k on Jan 1 | $101,710 | $94,880 | $94,080 | $99,590 | $88,620 | $94,750 | |||||||
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| 2022 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 2.5% | 1.9% | 2.2% | -6.9% | 0.2% | -5.9% | -0.2% | -2.7% | -1.1% | 0.9% | 0.6% | -1.4% | -10.0% |
| Account Value End-of-Month Starting with $100k on Jan 1 | $102,470 | $104,400 | $106,690 | $99,260 | $99,450 | $93,530 | $93,330 | $90,810 | $89,860 | $90,680 | $91,260 | $89,970 | |
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| 2021 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 4.9% | 8.1% | 2.3% | 3.2% | 2.5% | -2.3% | 0.1% | 1.0% | -5.6% | 3.3% | -4.7% | 2.7% | 16.0% |
| Account Value End-of-Month Starting with $100k on Jan 1 | $104,930 | $113,460 | $116,130 | $119,830 | $122,840 | $120,070 | $120,220 | $121,460 | $114,670 | $118,440 | $112,930 | $115,975 | |
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| 2020 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 1.1% | 3.5% | 3.5% | ||||||||||
| Account Value End-of-Month Starting with $10k on Jan 1 | $10,113 | $10,351 | |||||||||||
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