iM-Best Reports – 9/29/2014

The 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.

 

The 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.

 

The 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.

 

iM-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.

 

The 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.

 

The 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.