iM-Best Reports – 10/6/2014

The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 161 days, and showing 5.23% return to 10/6/2014.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $416,959 which includes $39 cash and excludes $10,609 spent on fees and slippage.

The iM-Combo3 portfolio currently holds SPY, XLV, and TLT so far held for an average period of 135 days, and showing a 5.78% return to 10/6/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $115,209 which includes $1,368 in cash and excludes $591 in fees and slippage.

 

The iM-Best(Short) position for  9/29/2014: shorts none; covers none.  Over the previous week the market value of Best(Short) gained -0.04% at a time when SPY gained -0.63%.

Over the period 1/2/2009 to 9/12/2014 the starting capital of $100,000 would have grown to $111,061 which is net of $15,025 fees and slippage.

 

iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 3 of them winners, so far held for an average period of 53 days, and showing combined -1.25% average return to 10/6/2014

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $798,848 which includes $5,984 cash and excludes $55,274  spent on fees and slippage.

 

The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 98 days, and showing combined 7.59% average return to 10/6/2014, while the benchmark  SPY gained 0.71% and the ETF USMV gained 2.10% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $107,813 which includes $332 cash and $100 for fees and slippage.

The iM-Best12(USMV)-October-2014  Currently the portfolio holds 12 stocks, 7 of them winners, so far held for an average period of 7 days, and showing combined -0.17% average return to 10/6/2014. Since inception, on 9/29/2014, the model gained -0.07% while the benchmark  SPY gained -0.63% and the ETF USMV gained 0.69% over the same period.

A starting capital of $100,000 at inception on 9/29/2014 has grown to $99,834 which includes $31 cash and $100 for fees and slippage.

 

The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 46 days, and showing combined 3.36% average return to 9/29/2014. Since inception, on 6/30/2014, the model gained 9.36% while the benchmark  SPY gained 0.71% and the ETF USMV gained 2.10% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $109,281 which includes $146 cash and $316 for fees and slippage.