iM-Best Reports – 9/29/2014

Best(SPY-SH) 9-29-14The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 154 days, and showing 5.90% return to 9/29/2014.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $419,614 which includes $39 cash and excludes $10,609 spent on fees and slippage.

 

Combo3 9-29-14The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 147 days, and showing a 8.99% return to 9/29/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $115,974 which includes $1,491 in cash and excludes $533 in fees and slippage.

 

Best(Short) 9-29-14The iM-Best(Short) position for  9/29/2014: shorts CCI and WMB; covers none.  Over the previous week the market value of Best(Short) lost 0.04% at a time when SPY lost 0.81%.

Over the period 1/2/2009 to 9/12/2014 the starting capital of $100,000 would have grown to $111,183 which is net of $14,978 fees and slippage.

 

Best10 9-29-14 NEWiM-Best10(S&P 1500) portfolio currently holds 10 stocks, 3 of them winners, so far held for an average period of 46 days, and showing combined 0.30% average return to 9/29/2014

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $810,803 which includes $5,507 cash and excludes $55,274  spent on fees and slippage.

 

USMVjuly 9-29-14The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 9 of them winners, and showing combined 7.71% average return to 9/29/2014, while the benchmark  SPY gained 1.35% and the ETF USMV gained 1.40% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $107,705 which includes $332 cash and $100 for fees and slippage.

 

Best12-Trader 9-29-14The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 9 of them winners, and showing combined 5.34% average return to 9/29/2014. Since inception, on 6/30/2014, the model gained 9.28% while the benchmark  SPY gained 1.35% and the ETF USMV gained 1.40% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $109,281 which includes $78 cash and $278 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
Share This