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The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 70 days, and showing a -3.50% return to 5/18/2015. Over the previous week the market value of Best(SPY-SH) gained -1.19% at a time when SPY gained 1.19% A starting capital of $100,000 at inception on 1/2/2009 would have grown to $350,652 which includes $19 cash and excludes $12,862 spent on fees and slippage. |
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The iM-Combo3 portfolio currently holds SH, XLV, and TLT so far held for an average period of 200 days, and showing a 6.00% return to 5/18/2015. Over the previous week the market value of iM-Combo3 gained 0.15% at a time when SPY gained 1.19% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $121,048 which includes $2,078 in cash and excludes $1,221 in fees and slippage. |
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The iM-Best(Short) portfolio currently has 4 short position. Over the previous week the market value of Best(Short) gained -0.49% at a time when SPY gained 1.19% Over the period 1/2/2009 to 5/18/2015 the starting capital of $100,000 would have grown to $105,316 which is net of $18,205 fees and slippage. |
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iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 8 of them winners, so far held for an average period of 56 days, and showing combined 0.51% average return to 5/18/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained 0.94% at a time when SPY gained 1.19% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $852,836 which includes -$765 cash and excludes $66,150 spent on fees and slippage. |
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The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 9 of them winners, so far held for an average period of 128 days, and showing combined 5.99% average return to 5/18/2015. Since inception, on 1/5/2014, the model gained 6.91% while the benchmark SPY gained 6.12% and the ETF USMV gained 4.96% over the same period. Over the previous week the market value of iM-Best12(USMV)Q1 gained 1.70% at a time when SPY gained 1.19% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $106,909 which includes $658 cash and excludes $134 spent on fees and slippage. |
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The iM-Best12(USMV)Q2-Investor currently holds 12 stocks, 6 of them winners, so far held for an average period of 49 days, and showing combined 0.03% average return to 5/18/2015. Since inception, on 3/30/2015, the model gained 0.25% while the benchmark SPY gained 2.33% and the ETF USMV gained 1.37% over the same period. Over the previous week the market value of iM-Best12(USMV)Q2 gained 0.96% at a time when SPY gained 1.19% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $100,253 which includes $645 cash and excludes $99 spent on fees and slippage. |
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The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 304 days and showing combined 28.19% average return to 5/18/2015. Since inception, on 6/30/2014, the model gained 27.81% while the benchmark SPY gained 10.43% and the ETF USMV gained 14.29% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained 1.21% at a time when SPY gained 1.19% A starting capital of $100,000 at inception on 6/30/2014 has grown to $127,806 which includes $434 cash and $128 for fees and slippage. |
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The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 211 days, and showing combined 20.06% average return to 5/18/2015. Since inception, on 9/29/2014, the model gained 19.25% while the benchmark SPY gained 8.96% and the ETF USMV gained 1.37% over the same period. Over the previous week the market value of iM-Best12(USMV)-Q4 gained 0.92% at a time when SPY gained 1.19% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $119,248 which includes $262 cash and $131 for fees and slippage. |
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Average Performance of iM-Best12(USMV)Q1+Q2+Q3+Q4-Investor resulted in an excess return of 19.25% over SPY. (see iM-USMV Investor Portfolio) |
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The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 9 of them winners, so far held for an average period of 106 days, and showing combined 7.16% average return to 5/18/2015. Since inception, on 6/30/2014, the model gained 29.40% while the benchmark SPY gained 10.43% and the ETF USMV gained 14.29% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 1.42% at a time when SPY gained 1.19% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $129,404 which includes $38 cash and $937 for fees and slippage. |
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The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 6 of them winners, so far held for an average period of 237 days, and showing combined 8.34% average return to 5/18/2015. Since inception, on 6/30/2014, the model gained 18.00% while the benchmark SPY gained 10.43% and the VDIGX gained 10.25% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained 1.63% at a time when SPY gained 1.19% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $118,002 which includes $514 cash and $328 for fees and slippage. |
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