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

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