iM-Best Reports – 11/3/2014

Best(SPY-SH) 11-3-14The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 14 days, and showing -6.72% return to 11/3/2014. Over the previous week the market value of Best(SPY-SH) gained -2.17% at a time when SPY gained 2.86%.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $375,064 which includes $2,015 cash and excludes $11,409 spent on fees and slippage.

 

Combo3 11-3-14The iM-Combo3 portfolio currently holds SH, XLV, and SSO so far held for an average period of 102 days, and showing a 8.03% return to 11/3/2014. Over the previous week the market value of iM-Combo3 gained 2.37% at a time when SPY gained 2.86%.

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $118,110 which includes $2,546 in cash and excludes $772 in fees and slippage.

 

Best(Short) 11-3-14The iM-Best(Short) portfolio currently has 2 short positions.  Over the previous week the market value of Best(Short) gained -2.25% at a time when SPY gained 2.86%.

Over the period 1/2/2009 to 11/3/2014 the starting capital of $100,000 would have grown to $108,034 which is net of $15,326 fees and slippage.

 

Best10 11-3-14 NEWiM-Best10(S&P 1500) portfolio currently holds 10 stocks, 7 of them winners, so far held for an average period of 52 days, and showing combined 3.47% average return to 11/3/2014. Over the previous week the market value of iM-Best10(S&P 1500) gained 2.86% at a time when SPY gained 2.86%.

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $821,512 which includes $43 cash and excludes $56,951  spent on fees and slippage.

 


USMVjuly 11-3-14The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 126 days and showing combined 11.80% average return to 11/3/2014. Since inception, on 6/30/2014, the model gained  12.17% while the benchmark  SPY gained 3.52% and the ETF USMV gained 6.15% over the same period. Over the previous week the market value of iM-Best12(USMV)-July gained 2.23% at a time when SPY gained 2.86%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $112,172 which includes $107 cash and $100 for fees and slippage.

 

USMVoct 11-3-14The iM-Best12(USMV)-October-2014  Currently the portfolio holds 12 stocks, 10 of them winners, so far held for an average period of 35 days, and showing combined 4.36% average return to 11/3/2014. Since inception, on 9/29/2014, the model gained 4.36% while the benchmark  SPY gained 2.14% and the ETF USMV gained 4.68% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained 2.54% at a time when SPY gained 2.86%

A starting capital of $100,000 at inception on 9/29/2014 has grown to $104,363 which includes $31 cash and $100 for fees and slippage.

 

USMV Trader 11-31-14The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 56 days, and showing combined 5.55% average return to 11/3/2014. Since inception, on 6/30/2014, the model gained 13.53% while the benchmark  SPY gained 3.52% and the ETF USMV gained 6.15% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 3.00% at a time when SPY gained 2.86%

A starting capital of $100,000 at inception on 6/30/2014 has grown to $113,529 which includes $228 cash and $389 for fees and slippage.

Posted in pmp SPY-SH

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