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The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 14 days, and showing a -1.82% return to 3/23/2015. Over the previous week the market value of Best(SPY-SH) gained -1.12% at a time when SPY gained 1.13% A starting capital of $100,000 at inception on 1/2/2009 would have grown to $356,735 which includes $19 cash and excludes $12,862 spent on fees and slippage. |
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The iM-Combo3 portfolio currently holds SH, XLV, and TLT so far held for an average period of 144 days, and showing a 10.16% return to 3/23/2015. Over the previous week the market value of iM-Combo3 gained 1.07% at a time when SPY gained 1.13% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $125,154 which includes $2,150 in cash and excludes $1,178 in fees and slippage. |
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The iM-Best(Short) portfolio currently has 3 short positions. Over the previous week the market value of Best(Short) gained -0.04% at a time when SPY gained 1.13% Over the period 1/2/2009 to 3/23/2015 the starting capital of $100,000 would have grown to $104,854 which is net of $17,485 fees and slippage. |
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iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 6 of them winners, so far held for an average period of 40 days, and showing combined 0.85% average return to 3/23/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained 2.18% at a time when SPY gained 1.13% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $845,156 which includes $12 cash and excludes $62,751 spent on fees and slippage. |
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The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 10 of them winners, so far held for an average period of 72 days, and showing combined 6.41% average return to 3/23/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained 0.38% at a time when SPY gained 1.13% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $107,035 which includes $369 cash and excludes $134 spent on fees and slippage. |
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The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 248 days and showing combined 31.18% average return to 3/23/2015. Since inception, on 6/30/2014, the model gained 30.41% while the benchmark SPY gained 8.82% and the ETF USMV gained 13.96% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -0.06% at a time when SPY gained 1.13% A starting capital of $100,000 at inception on 6/30/2014 has grown to $130,406, which includes $64 cash and $128 for fees and slippage. |
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The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 155 days, and showing combined 20.55% average return to 3/23/2015. Since inception, on 9/29/2014, the model gained 19.54% while the benchmark SPY gained 7.37% and the ETF USMV gained 12.39% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained 0.23% at a time when SPY gained 1.13% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $119,539 which includes $68 cash and $131 for fees and slippage. |
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Average Performance of iM-Best12(USMV)Q1+Q3+Q4-Investor resulted in an excess return of 21.88% over SPY. (see iM-USMV Investor Portfolio) |
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The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 9 of them winners, so far held for an average period of 103 days, and showing combined 6.58% average return to 3/23/2015. Since inception, on 6/30/2014, the model gained 27.87% while the benchmark SPY gained 8.82% and the ETF USMV gained 13.96% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 0.85% at a time when SPY gained 1.13% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $127,871 which includes $16 cash and $833 for fees and slippage. |
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The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 8 of them winners, so far held for an average period of 181 days, and showing combined 8.78% average return to 3/23/2015. Since inception, on 6/30/2014, the model gained 18.02% while the benchmark SPY gained 8.82% and the VDIGX gained 8.30% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained 1.26% at a time when SPY gained 1.13% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $118,016 which includes $51 cash and $328 for fees and slippage. |
iM-Best Reports – 3/23/2015
Posted in pmp SPY-SH
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