iM-Best Reports – 1/21/2015

Fig-1.(SPY-SH)-1-21-2015 The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 14 days, and showing -2.42% return to 1-20-2015. Over the previous week the market value of Best(SPY-SH) gained -0.30% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $354,175 which includes $174 cash and excludes $12,136 spent on fees and slippage.
Fig-2.Combo3-1-21-2015
The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 127 days, and showing a 7.07% return to 1-20-2015. Over the previous week the market value of iM-Combo3 gained 0.42% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 2/3/2014 would have grown to $119,750 which includes $1600 in cash and excludes $1004 in fees and slippage.
Fig-3.(Short)-1-21-2015
The iM-Best(Short) portfolio currently has 1 short positions. Over the previous week the market value of Best(Short) gained 0.87$ at a time when SPY gained -0.30%. Over the period 1/2/2009 to 1-20-2015 the starting capital of $100,000 would have grown to $112,362 which is net of $16,679 fees and slippage.
Fig-4.Best10-1-21-2015
iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 2 of them winners, so far held for an average period of 44 days, and showing combined -5.39% average return to 1-20-2015. Over the previous week the market value of iM-Best10(S&P 1500) gained -1.44% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception of 1/2/2009 would have grown to $789,095 which includes $23 cash and excludes $60,008 spent on fees and slippage.
Fig-9.USMVQ1-1-21-2015 Fig-5.1.USMVQ3-1-21-2015
The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 6 of them winners, so far held for an average period of 15 days, and showing combined 1.21% average return to 1-20-2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained 1.21% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception of 1/15/2015 would have grown to $101,207 which includes $503 cash and excludes $99 spent on fees and slippage..
Fig-5.USMVQ3-1-21-2015 Fig-5.1.USMVQ3-1-21-2015
The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 204 days and showing combined 19.06% average return to 1-20-2015. Since inception, on 6/30/2014, the model gained 19/70% while the benchmark SPY gained 4.24% and the ETF USMV gained 11.19% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -1.17% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 6/30/2014 has grown to $119,695,which includes $358 cash and $100 for fees and slippage.
Fig-6.USMVQ4-1-21-2015 Fig-6.1.USMVQ4-1-21-2015
The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 104 days, and showing combined 10.20% average return to 1-20-2015. Since inception, on 9/29/2014, the model gained 8.90% while the benchmark SPY gained 2.85% and the ETF USMV gained 9.65% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained -1.40% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 9/29/2014 has grown to $108,905 which includes $30 cash and $100 for fees and slippage.
Fig-7.USMVtrade-1-21-2015 ,Fig-7.1.USMVtrade-1-21-2015
The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 78 days, and showing combined 2.59% average return to 1-20-2015. Since inception, on 6/30/2014, the model gained 21.29% while the benchmark SPY gained 4.24% and the ETF USMV gained 11.19% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 0.04% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 6/30/2014 has grown to $121,287 which includes $105 cash and $660 for fees and slippage.
Fig-8.VDIGXtrade-1-21-2015 ,Fig-8.1.VDIGXtrade-1-21-2015
The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 7 of them winners, so far held for an average period of 172 days, and showing combined 7.13% average return to 1-20-2015. Since inception, on 6/30/2014, the model gained 12.25% while the benchmark SPY gained 4.24% and the VDIGX gained 6.38% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained -0.08% at a time when SPY gained -0.30%. A starting capital of $100,000 at inception on 6/30/2014 has grown to $112,254 which includes $132 cash and $255 for fees and slippage.

 

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