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iM-Best Reports – 4/13/2015

Fig-1.(SPY-SH)-4-14-2015 The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 35 days, and showing a -1.47% return to 4/13/2015. Over the previous week the market value of Best(SPY-SH) gained -0.59% at a time when SPY gained 0.61% A starting capital of $100,000 at inception on 1/2/2009 would have grown to $357,003 which includes $19 cash and excludes $12,862 spent on fees and slippage.
Fig-2.Combo3-4-14-2015
 The iM-Combo3 portfolio currently holds SH, XLV, and TLT so far held for an average period of 165 days, and showing a 9.24% return to 4/13/2015. Over the previous week the market value of iM-Combo3 gained 0.52% at a time when SPY gained 0.61% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $124,474 which includes $3,329 in cash and excludes $1,210 in fees and slippage.
Fig-3.(Short)-4-14-2015
 The iM-Best(Short) portfolio currently has 3 short positions. Over the previous week the market value of Best(Short) gained -0.61% at a time when SPY gained 0.61% Over the period 1/2/2009 to 4/13/2015 the starting capital of $100,000 would have grown to $103,393 which is net of $17,752 fees and slippage.
Fig-4.Best10-4-14-2015
iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 6 of them winners, so far held for an average period of 41 days, and showing combined 1.77% average return to 4/13/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained -0.19% at a time when SPY gained 0.61% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $856,722 which includes $69 cash and excludes $63,946 spent on fees and slippage.
Fig-9.USMVQ1-4-14-2015 Fig-9.1.USMVQ3-4-14-2015
 The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 9 of them winners, so far held for an average period of 93 days, and showing combined 4.80% average return to 4/13/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained 0.35 at a time when SPY gained 0.61% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $105,602 which includes $543 cash and excludes $134 spent on fees and slippage.
Fig-10.USMVQ2-4-14-2015 Fig-10.1.USMVQ2-4-14-2015
 The iM-Best12(USMV)Q2-Investor currently holds 12 stocks, 5 of them winners, so far held for an average period of 14 days, and showing combined -0.65% average return to 4/13/2015. Over the previous week the market value of iM-Best12(USMV)Q2 gained 0.49% at a time when SPY gained 0.61% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $99,419 which includes $488 cash and excludes $99 spent on fees and slippage.
Fig-5.USMVQ3-4-14-2015 Fig-5.1.USMVQ3-4-14-2015
 The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 269 days and showing combined 28.53% average return to 4/13/2015. Since inception, on 6/30/2014, the model gained 28.00% while the benchmark SPY gained 8.35% and the ETF USMV gained 12.90% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -0.10% at a time when SPY gained 0.61% A starting capital of $100,000 at inception on 6/30/2014 has grown to $127,999, which includes $283 cash and $128 for fees and slippage.
Fig-6.USMVQ4-4-14-2015 Fig-6.1.USMVQ4-4-14-2015
 The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 176 days, and showing combined 19.82% average return to 4/13/2015. Since inception, on 9/29/2014, the model gained 18.88% while the benchmark SPY gained 6.90% and the ETF USMV gained 11.34% over the same period. Over the previous week the market value of iM-Best12(USMV)-Q4 gained 1.12% at a time when SPY gained 0.61% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $118,880 which includes $124 cash and $131 for fees and slippage.
Fig-10.USMV-Portfolio-vs-SPY-4-14-2015.png
 Average Performance of iM-Best12(USMV)Q1+Q2+Q3+Q4-Investor resulted in an excess return of 20.26% over SPY. (see iM-USMV Investor Portfolio)
Fig-7.USMVtrade-4-14-2015 ,Fig-7.1.USMVtrade-4-14-2015
 The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 9 of them winners, so far held for an average period of 114 days, and showing combined 4.94% average return to 4/13/2015. Since inception, on 6/30/2014, the model gained 26.40% while the benchmark SPY gained 8.35% and the ETF USMV gained 12.90% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 1.00% at a time when SPY gained 0.61% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $126,395 which includes $98 cash and $875 for fees and slippage.
Fig-8.VDIGXtrade-4-14-2015 ,Fig-8.1.VDIGXtrade-4-14-2015
 The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 7 of them winners, so far held for an average period of 202 days, and showing combined 8.29% average return to 4/13/2015. Since inception, on 6/30/2014, the model gained 17.78% while the benchmark SPY gained 8.35% and the VDIGX gained 7.03% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained 0.27% at a time when SPY gained 0.61% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $117,777 which includes $352 cash and $328 for fees and slippage.

 

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