Best(SPY-SH) and Combo3 – 9/2/2014

Best(SPY-SH) 9-2-14The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 127 days, and showing 7.55% return to 9/2/2014

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $426,135 which includes $39 cash and excludes $10,609 spent on fees and slippage.

Combo3 9-2-14The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 120 days, and showing a 10.23% return to 9/2/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $117,090 which includes $1793 in cash and excludes $533 in fees and slippage.

short 9-2-14The iM-Best(Short) position for Tuesday  9/2/2014: shorts TSLA  only; covers TRIP.  Over the previous week the market value of Best(Short) gained 0.79% at a time when SPY gained 0.20%.

Over the period 1/2/2009 to 9/12/2014 the starting capital of $100,000 would have grown to $112,878 which is net of $14,348 fees and slippage.

USMV 9-2-14The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 11 of them winners, and showing combined 7.78% average return to 9/2/2014, while the change in the SPY was 2.50% and iShares MSCI USA Minimum Volatility (USMV) gained only 1.84% over the same period

A starting capital of $100,000 at inception on 6/30/2014 has grown to $107,776.28 which includes $31.39 cash with fees and slippage accounted for.

Posted in pmp SPY-SH

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