iM-Best Reports – 9/15/2014

Best(SPY-SH) 9-15-14The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 140 days, and showing 6.67% return to 9/15/2014

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $422,675 which includes $39 cash and excludes $10,609 spent on fees and slippage.

Combo3 9-15-14The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 133 days, and showing a 9.14% return to 9/15/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $115,998 which includes $1,355 in cash and excludes $533 in fees and slippage.

 

short 9-15-14The iM-Best(Short) position for  9/18/2014: shorts none; covers none.  Over the previous week the market value of Best(Short) gained 0% at a time when SPY lost 0.8%.

Over the period 1/2/2009 to 9/12/2014 the starting capital of $100,000 would have grown to $111,237 which is net of $14,371 fees and slippage.

 

Best10 9-15-14 NEWiM-Best10 Portfolio Currently the portfolio holds 10 stocks, 9 of them winners, so far held for an average period of 41 days, and showing combined 3.52% average return to 9/15/2014

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $824,723 which includes $23 cash and excludes $54,527 spent on fees and slippage.

 

 

USMVjuly 9-18-14The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 10 of them winners, and showing combined 9.31% average return to 9/18/2014, while ETF USMV gained 2.69% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $109,309 which includes $332 cash and $100 for fees and slippage.

 

Posted in pmp SPY-SH

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