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iM-Best Reports – 4/20/2015

Fig-1.(SPY-SH)-4-21-2015 The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 42 days, and showing a -1.82% return to 4/20/2015. Over the previous week the market value of Best(SPY-SH) gained -0.35% at a time when SPY gained 0.36% 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.Combo3-4-21-2015
 The iM-Combo3 portfolio currently holds SH, XLV, and TLT so far held for an average period of 172 days, and showing a 9.28% return to 4/20/2015. Over the previous week the market value of iM-Combo3 gained 0.04% at a time when SPY gained 0.36% A starting capital of $100,000 at inception on 2/3/2014 would have grown to $124,527 which includes $3,329 in cash and excludes $1,210 in fees and slippage.
Fig-3.(Short)-4-21-2015
 The iM-Best(Short) portfolio currently has 2 short positions. Over the previous week the market value of Best(Short) gained -0.93% at a time when SPY gained 0.36% Over the period 1/2/2009 to 4/20/2015 the starting capital of $100,000 would have grown to $102,429 which is net of $17,861 fees and slippage.
Fig-4.Best10-4-21-2015
iM-Best10(S&P 1500) portfolio currently holds 10 stocks, 7 of them winners, so far held for an average period of 43 days, and showing combined 2.31% average return to 4/20/2015. Over the previous week the market value of iM-Best10(S&P 1500) gained -0.19% at a time when SPY gained 0.36% A starting capital of $100,000 at inception of 1/2/2009 would have grown to $861,806 which includes $25 cash and excludes $64,321 spent on fees and slippage.
Fig-9.USMVQ1-4-21-2015 Fig-9.1.USMVQ3-4-21-2015
 The iM-Best12(USMV)Q1-Investor currently holds 12 stocks, 8 of them winners, so far held for an average period of 100 days, and showing combined 4.37% average return to 4/20/2015. Over the previous week the market value of iM-Best12(USMV)Q1 gained -0.41% at a time when SPY gained 0.36% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $105,170 which includes $543 cash and excludes $134 spent on fees and slippage.
Fig-10.USMVQ2-4-21-2015 Fig-10.1.USMVQ2-4-21-2015
 The iM-Best12(USMV)Q2-Investor currently holds 12 stocks, 5 of them winners, so far held for an average period of 21 days, and showing combined -1.03% average return to 4/20/2015. Over the previous week the market value of iM-Best12(USMV)Q2 gained -0.39% at a time when SPY gained 0.36% A starting capital of $100,000 at inception of 1/5/2015 would have grown to $99,035 which includes $488 cash and excludes $99 spent on fees and slippage.
Fig-5.USMVQ3-4-21-2015 Fig-5.1.USMVQ3-4-21-2015
 The iM-Best12(USMV)Q3-Investor Currently the portfolio holds 12 stocks, 12 of them winners, so far held for an average period of 276 days and showing combined 27.53% average return to 4/20/2015. Since inception, on 6/30/2014, the model gained 27.08% while the benchmark SPY gained 8.74% and the ETF USMV gained 12.98% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3-Investor gained -0.72% at a time when SPY gained 0.36% A starting capital of $100,000 at inception on 6/30/2014 has grown to $127,082, which includes $364 cash and $128 for fees and slippage.
Fig-6.USMVQ4-4-21-2015 Fig-6.1.USMVQ4-4-21-2015
 The iM-Best12(USMV)Q4-Investor Currently the portfolio holds 12 stocks, 11 of them winners, so far held for an average period of 183 days, and showing combined 18.80% average return to 4/20/2015. Since inception, on 9/29/2014, the model gained 17.90% while the benchmark SPY gained 7.29% and the ETF USMV gained 11.42% over the same period. Over the previous week the market value of iM-Best12(USMV)-Q4 gained -0.82% at a time when SPY gained 0.36% . A starting capital of $100,000 at inception on 9/29/2014 has grown to $117,900 which includes $162 cash and $131 for fees and slippage.
Fig-10.USMV-Portfolio-vs-SPY-4-21-2015.png
 Average Performance of iM-Best12(USMV)Q1+Q2+Q3+Q4-Investor resulted in an excess return of 19.36% over SPY. (see iM-USMV Investor Portfolio)
Fig-7.USMVtrade-4-21-2015 ,Fig-7.1.USMVtrade-4-21-2015
 The iM-Best12(USMV)-Trader Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 121 days, and showing combined 4.99% average return to 4/20/2015. Since inception, on 6/30/2014, the model gained 26.50% while the benchmark SPY gained 8.74% and the ETF USMV gained 12.98% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 0.08% at a time when SPY gained 0.36% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $126,502 which includes $141 cash and $875 for fees and slippage.
Fig-8.VDIGXtrade-4-21-2015 ,Fig-8.1.VDIGXtrade-4-21-2015
 The iM-Best10(VDIGX)-Trader Currently the portfolio holds 10 stocks, 7 of them winners, so far held for an average period of 209 days, and showing combined 7.69% average return to 4/20/2015. Since inception, on 6/30/2014, the model gained 17.14% while the benchmark SPY gained 8.74% and the VDIGX gained 8.79% over the same period. Over the previous week the market value of iM-Best10(VDIGX)-Trader gained -0.54% at a time when SPY gained 0.36% . A starting capital of $100,000 at inception on 6/30/2014 has grown to $117,136 which includes $352 cash and $328 for fees and slippage.

 

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