iM-Best Reports – 2/17/2015

Fig-1.(SPY-SH)-2-18-2015 The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 57 days, and showing a 1.64% return to 2/17/2015. Over the previous week the market value of Best(SPY-SH) gained 2.68% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 1/2/2009 would have grown to $368,287 which includes $174 cash and excludes $12,136 spent on fees and slippage.
Fig-2.Combo3-2-18-2015
The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 155 days, and showing a 11.82% return to 2/17/2015. Over the previous week the market value of iM-Combo3 gained 3.73% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $124,892 which includes $2611 in cash and excludes $1014 in fees and slippage.
Fig-3.(Short)-2-18-2015
The iM-Best(Short) portfolio currently has 5 short positions. Over the previous week the market value of Best(Short) gained -2.31% at a time when SPY gained 2.68% Over the period 1/2/2009 to 2/17/2015 the starting capital of $100,000 would have grown to $104,920 which is net of $17,048 fees and slippage.
Fig-4.Best10-2-18-2015
iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 8 of them winners, so far held for an average period of 43 days, and showing combined 4.63% average return to 2/17/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained 4.14% at a time when SPY gained 2.68% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $855,207 which includes $56 cash and excludes $61,462 spent on fees and slippage.
Fig-9.USMVQ1-2-18-2015 Fig-5.1.USMVQ3-2-18-2015
The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 9 of them winners, so far held for an average period of 38 days, and showing combined 5.05% average return to 2/17/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained 3.10% at a time when SPY gained 2.68% A starting capital of $100,000 at inception of 1/15/2015 would have grown to $105,524 which includes $221 cash and excludes $134 spent on fees and slippage.
Fig-5.USMVQ3-2-18-2015 Fig-5.1.USMVQ3-2-18-2015
The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 214 days and showing combined 26.74% average return to 2/17/2015. Since inception, on 6/30/2014, the model gained 26.00% while the benchmark SPY gained 8.39% and the ETF USMV gained 12.60% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained 2.52% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 6/30/2014 has grown to $125,995, which includes $64 cash and $128 for fees and slippage.
Fig-6.USMVQ4-2-18-2015 Fig-6.1.USMVQ4-2-18-2015
The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 121 days, and showing combined 16.04% average return to 2/17/2015. Since inception, on 9/29/2014, the model gained 15.02% while the benchmark SPY gained 6.95% and the ETF USMV gained 11.05% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained 2.70% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 9/29/2014 has grown to $115,016 which includes $7 cash and $131 for fees and slippage.
Fig-7.USMVtrade-2-18-2015 ,Fig-7.1.USMVtrade-2-18-2015
The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 9 of them winners, so far held for an average period of 98 days, and showing combined 6.09% average return to 2/17/2015. Since inception, on 6/30/2014, the model gained 25.61% while the benchmark SPY gained 8.39% and the ETF USMV gained 12.60% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 3.34% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 6/30/2014 has grown to $125,612 which includes $152 cash and $746 for fees and slippage.
Fig-8.VDIGXtrade-2-18-2015 ,Fig-8.1.VDIGXtrade-2-18-2015
The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 8 of them winners, so far held for an average period of 168 days, and showing combined 9.85% average return to 2/17/2015. Since inception, on 6/30/2014, the model gained 16.13% while the benchmark SPY gained 8.39% and the VDIGX gained 8.70% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained 2.24% at a time when SPY gained 2.68% A starting capital of $100,000 at inception on 6/30/2014 has grown to $116,135 which includes $237 cash and $302 for fees and slippage.
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