Best(SPY-SH) and Combo3 – 8/11/2014


Best(SPY-SH) 8-11-14The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 105 days, and showing 3.89% return to 8/11/2014

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $411,656 which includes $39 cash and excludes $10,609 spent on fees and slippage.

Combo3 8-11-14The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 98 days, and showing a 4.57% return to 8/11/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $111,195 which includes $1355 in cash and excludes $533 in fees and slippage.


short 8-11-14The iM-Best(Short) position for Monday  8/11/2014: none.  Over the previous week the market value of Best(Short) gained 0% while SPY lost 0.05%.

Over the period 1/2/2009 to 7/21/2014 the starting capital of $100,000 would have grown to $112,368 which is net of $11,900 fees and slippage.

 

 

USMV 8-11-14The iM-Best12(USVM)-July-2014  Currently the portfolio holds 12 stocks (6/30/2014), 8 of them winners, and showing combined 1.69% average return to 8/11/2014, while the change in the S&P500 was -0.98%.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $101,695 which includes $31.39 cash and excludes fees and slippage

Posted in pmp SPY-SH

Leave a Reply

With reference to Section 202(a)(11)(D) of the Investment Advisers Act: We are Engineers and not Investment Advisers, read more ...
By the mere act of reading this page and navigating this site you acknowledge, agree to, and abide by the Terms of Use / Disclaimer
Share This