iM-Best Reports – 11/24/2014

Best(SPY-SH) 11-24-14   The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 35 days, and showing -9.22% return to 11/24/2014. Over the previous week the market value of Best(SPY-SH) gained -1.41% at a time when SPY gained 1.40%.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $364,899 which includes $3 cash and excludes $11,411 spent on fees and slippage.

 

Combo3 11-24-14  The iM-Combo3 portfolio currently holds SH, XLV, and SSO so far held for an average period of 123 days, and showing a 9.42% return to 11/24/2014. Over the previous week the market value of iM-Combo3 gained 0.99%  at a time when SPY gained 1.40%.

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $119,895 which includes $1,692 in cash and excludes $794 in fees and slippage.

 

Best(Short) 11-24-14  The iM-Best(Short) portfolio currently has 1 short positions.  Over the previous week the market value of Best(Short) gained -0.02% at a time when SPY gained 1.40%.

Over the period 1/2/2009 to 11/24/2014 the starting capital of $100,000 would have grown to $107,983 which is net of $15,316 fees and slippage.

 

Best10 11-24-14 NEW  iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 9 of them winners, so far held for an average period of 51 days, and showing combined 5.16% average return to 11/24/2014. Over the previous week the market value of iM-Best10(S&P 1500) gained 3.11% at a time when SPY gained 1.40%.

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $837,062 which includes $2 cash and excludes $58,260  spent on fees and slippage.

 


USMVjuly 11-24-14  The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 147 days and showing combined 17.96% average return to 11/24/2014. Since inception, on 6/30/2014, the model gained  18.34% while the benchmark  SPY gained 6.34% and the ETF USMV gained 8.68% over the same period. Over the previous week the market value of iM-Best12(USMV)-July gained 2.39% at a time when SPY gained 1.40%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $118,341 which includes $107 cash and $100 for fees and slippage.

 

USMVoct 11-24-14  The iM-Best12(USMV)-October-2014  Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 56 days, and showing combined 9.39% average return to 11/24/2014. Since inception, on 9/29/2014, the model gained 9.38% while the benchmark  SPY gained 4.92% and the ETF USMV gained 7.18% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained 1.93% at a time when SPY gained 1.40%

A starting capital of $100,000 at inception on 9/29/2014 has grown to $109,383 which includes $31 cash and $100 for fees and slippage.

 

USMV Trader 11-24-14  The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 51 days, and showing combined 4.64% average return to 11/24/2014. Since inception, on 6/30/2014, the model gained 18.46% while the benchmark  SPY gained 6.34% and the ETF USMV gained 8.68% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 1.77% at a time when SPY gained 1.40%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $118,457 which includes $245 cash and $472 for fees and slippage.

Posted in pmp SPY-SH

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