iM-Best Reports – 4/6/2015

Fig-1.(SPY-SH)-4-7-2015 The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 28 days, and showing a -0.89% return to 4/6/2015. Over the previous week the market value of Best(SPY-SH) gained 0.19% at a time when SPY gained -0.20% A starting capital of $100,000 at inception on 1/2/2009 would have grown to $360,115 which includes $19 cash and excludes $12,862 spent on fees and slippage.
Fig-2.Combo3-4-7-2015
The iM-Combo3 portfolio currently holds SH, XLV, and TLT so far held for an average period of 158 days, and showing a 8.90% return to 4/6/2015. Over the previous week the market value of iM-Combo3 gained -0.77% at a time when SPY gained -0.20% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $123,831 which includes $2,216 in cash and excludes $1,199 in fees and slippage.
Fig-3.(Short)-4-7-2015
The iM-Best(Short) portfolio currently has 1 short positions. Over the previous week the market value of Best(Short) gained 0.48% at a time when SPY gained -0.20% Over the period 1/2/2009 to 4/6/2015 the starting capital of $100,000 would have grown to $104,133 which is net of $17,573 fees and slippage.
Fig-4.Best10-4-7-2015
iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 7 of them winners, so far held for an average period of 46 days, and showing combined 2.65% average return to 4/6/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained  1.67% at a time when SPY gained -0.20% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $858,382 which includes $18 cash and excludes $63,211 spent on fees and slippage.
Fig-9.USMVQ1-4-7-2015 Fig-9.1.USMVQ3-4-7-2015
The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 8 of them winners, so far held for an average period of 86 days, and showing combined 4.53% average return to 4/6/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained -0.94% at a time when SPY gained -0.20% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $105,236 which includes $455 cash and excludes $134 spent on fees and slippage.
Fig-10.USMVQ2-4-7-2015 Fig-10.1.USMVQ2-4-7-2015
The iM-Best12(USMV)Q2-Investor currently holds 12 stocks, 2 of them winners, so far held for an average period of 7 days, and showing combined -1.14% average return to 4/6/2015. Over the previous week the market value of iM-Best12(USMV)Q2 gained -1.03% at a time when SPY gained -0.20% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $98,930 which includes $488 cash and excludes $99 spent on fees and slippage.
Fig-5.USMVQ3-4-7-2015 Fig-5.1.USMVQ3-4-7-2015
The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 262 days and showing combined 28.66% average return to 4/6/2015. Since inception, on 6/30/2014, the model gained 28.13% while the benchmark SPY gained 7.70% and the ETF USMV gained 13.01% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -1.45% at a time when SPY gained -0.20% A starting capital of $100,000 at inception on 6/30/2014 has grown to $128,127, which includes $283 cash and $128 for fees and slippage.
Fig-6.USMVQ4-4-7-2015 Fig-6.1.USMVQ4-4-7-2015
The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 169 days, and showing combined 18.49% average return to 4/6/2015. Since inception, on 9/29/2014, the model gained 17.56% while the benchmark SPY gained 6.26% and the ETF USMV gained 11.45% over the same period. Over the previous week the market value of iM-Best12(USMV)-Q4 gained -1.15% at a time when SPY gained -0.20% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $117,559 which includes $124 cash and $131 for fees and slippage.
Fig-10.USMV-Portfolio-vs-SPY-4-7-2015.png
Average Performance of iM-Best12(USMV)Q1+Q2+Q3+Q4-Investor resulted in an excess return of 20.28% over SPY. (see iM-USMV Investor Portfolio)
Fig-7.USMVtrade-4-7-2015 ,Fig-7.1.USMVtrade-4-7-2015
The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 116 days, and showing combined 3.91% average return to 4/6/2015. Since inception, on 6/30/2014, the model gained 25.14% while the benchmark SPY gained 7.70% and the ETF USMV gained 13.01% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained -1.27% at a time when SPY gained -0.20% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $125,139 which includes $82 cash and $855 for fees and slippage.
Fig-8.VDIGXtrade-4-7-2015 ,Fig-8.1.VDIGXtrade-4-7-2015
The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 7 of them winners, so far held for an average period of 188 days, and showing combined 8.88% average return to 4/6/2015. Since inception, on 6/30/2014, the model gained 18.17% while the benchmark SPY gained 7.91% and the VDIGX gained 6.85% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained -0.60% at a time when SPY gained -0.20% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $117,461 which includes $158 cash and $328 for fees and slippage.

 

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