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The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 21 days, and showing a -1.08% return to 3/30/2015. Over the previous week the market value of Best(SPY-SH) gained 0.76% at a time when SPY gained -0.83% 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 151 days, and showing a 9.74% return to 3/30/2015. Over the previous week the market value of iM-Combo3 gained -0.28% at a time when SPY gained -0.83% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $124,798 which includes $2,265 in cash and excludes $1,178 in fees and slippage. |
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The iM-Best(Short) portfolio currently has 1 short positions. Over the previous week the market value of Best(Short) gained -1.23% at a time when SPY gained -0.83% Over the period 1/2/2009 to 3/30/2015 the starting capital of $100,000 would have grown to $103,633 which is net of $17,573 fees and slippage. |
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iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 5 of them winners, so far held for an average period of 39 days, and showing combined 0.97% average return to 3/30/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained -0.10% at a time when SPY gained -0.83% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $844,312 which includes $18 cash and excludes $63,211 spent on fees and slippage. |
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The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 9 of them winners, so far held for an average period of 79 days, and showing combined 5.52% average return to 3/30/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained -0.75% at a time when SPY gained -0.83% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $106,230 which includes $455 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 255 days and showing combined 30.64% average return to 3/30/2015. Since inception, on 6/30/2014, the model gained 30.01% while the benchmark SPY gained 7.91% and the ETF USMV gained 12.74% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -0.30% at a time when SPY gained -0.83% A starting capital of $100,000 at inception on 6/30/2014 has grown to $130,013, which includes $205 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 152 days, and showing combined 19.87% average return to 3/30/2015. Since inception, on 9/29/2014, the model gained 18.92% while the benchmark SPY gained 6.47% and the ETF USMV gained 11.18% over the same period. Over the previous week the market value of iM-Best12(USMV)-October gained -0.52% at a time when SPY gained -0.83% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $118,922 which includes $124 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 21.28% over SPY. (see iM-USMV Investor Portfolio) |
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The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 109 days, and showing combined 5.25% average return to 3/30/2015. Since inception, on 6/30/2014, the model gained 26.75% while the benchmark SPY gained 7.91% and the ETF USMV gained 12.74% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained -0.88% at a time when SPY gained -0.83% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $126,751 which includes $82 cash and $855 for fees and slippage. |
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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 3/30/2015. 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 0.13% at a time when SPY gained -0.83% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $118,169 which includes $97 cash and $328 for fees and slippage. |
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