Performance results include commissions of $1.00 per equity trade. Typically, 26 to 30 positions are open when the portfolio is fully allocated. For a detailed description of this strategy go here.
| 2021 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 8.4% | 21.8% | 8.4% | 2.6% | 0.4% | -2.1% | -6.8% | 1.2% | -2.1% | 4.9% | -1.9% | 2.5% | 40.7% |
| Account Value End-of-Month Starting with $100k on Jan 1 | $108,450 | $132,110 | $143,260 | $146,990 | $147,560 | $144,420 | $134.570 | $136,210 | $133,410 | $139,970 | $137,320 | $140,680 | |
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| 2020 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Realized & Unrealized Monthly Return | 0.4% | 0.4% | |||||||||||
| Account Value End-of-Month Starting with $100k on Dec 1 | $100,350 | ||||||||||||
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