iM-Best Reports – 10/20/2014

Best(SPY-SH) 10-20-14The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 0 days, and showing -1.06% return to 10/20/2014. Over the previous week the market value of Best(SPY-SH) gained -0.60% at a time when SPY gained 1.54%.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $395,719 which includes $20 cash and excludes $11,409 spent on fees and slippage.

 

Combo3 10-20-14The iM-Combo3 portfolio currently holds SH, XLV, and SSO so far held for an average period of 88 days, and showing a 3.34% return to 10/20/2014. Over the previous week the market value of iM-Combo3 gained 1.05% at a time when SPY gained 1.54%.

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $112,528 which includes $1,810 in cash and excludes $718 in fees and slippage.

 

Best(Short) 10-20-14The iM-Best(Short) portfolio currently has 1 short positions.  Over the previous week the market value of Best(Short) gained -1.46% at a time when SPY gained 1.54%.

Over the period 1/2/2009 to 10/20/2014 the starting capital of $100,000 would have grown to $109,342 which is net of $15,188 fees and slippage.

 

Best10 10-20-14 NEWiM-Best10(S&P 1500) portfolio currently holds 10 stocks, 4 of them winners, so far held for an average period of 49 days, and showing combined -0.18% average return to 10/20/2014. Over the previous week the market value of iM-Best10(S&P 1500) gained 5.06% at a time when SPY gained 1.54%.

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $778,516 which includes $39 cash and excludes $56,265  spent on fees and slippage.

 


USMVjuly 10-20-14The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 112 days, and showing combined 5.77% average return to 10/20/2014, while the benchmark  SPY gained -2.36% and the ETF USMV gained 0.83% over the same period. Over the previous week the market value of iM-Best12(USMV)-July gained 2.50% at a time when SPY gained 1.54%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $106,061 which includes $37 cash and $100 for fees and slippage.

 

USMVoct 10-20-14The iM-Best12(USMV)-October-2014  Currently the portfolio holds 12 stocks, 6 of them winners, so far held for an average period of 21 days, and showing combined -1.65% average return to 10/20/2014. Since inception, on 9/29/2014, the model gained -1.64% while the benchmark  SPY gained -3.67% and the ETF USMV gained 0.83% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained 2.91% at a time when SPY gained 1.54%

A starting capital of $100,000 at inception on 9/29/2014 has grown to $98,355 which includes $31 cash and $100 for fees and slippage.

 

Best12-Trader 10-20-14The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 5 of them winners, so far held for an average period of 61 days, and showing combined 1.40% average return to 10/20/2014. Since inception, on 6/30/2014, the model gained 6.88% while the benchmark  SPY gained -2.36% and the ETF USMV gained 0.83% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 2.45% at a time when SPY gained 1.54%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $106,878 which includes $54 cash and $332 for fees and slippage.

Posted in pmp SPY-SH

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