iM-Best Reports – 6/8/2015

Fig-1.SPY-SH-6-9-2015 The iM-Best(SPY-SH) model currently holds SH, so far held for a period of 91 days, and showing a -1.40% return to 6/8/2015. Over the previous week the market value of Best(SPY-SH) gained 1.48% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $358,256 which includes $19 and excludes $12,862 spent on fees and slippage.
Fig-2.Combo3-6-9-2015
The iM-Combo3 model currently holds SH, TLT, and XLV, so far held for a period of 221 days, and showing a 5.48% return to 6/8/2015. Over the previous week the market value of iM-Combo3 gained -0.97% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $120,923 which includes $2,391 and excludes $1,242 spent on fees and slippage.
Fig-3.Short-6-9-2015
The iM-Best(Short) model currently holds 2 position(s). Over the previous week the market value of iM-Best(Short) gained -0.06% at a time when SPY gained -1.46%. Over the period 1/2/2009 to 6/8/2015 the starting capital of $100,000 would have grown to $106,831 which includes $149,472 and excludes $18,469 spent on fees and slippage.
Fig-4.Best10-6-9-2015
The iM-Best10(S&P 1500) model currently holds 10 stocks, 3 of them winners, so far held for a period of 29 days, and showing a -0.78% return to 6/8/2015. Over the previous week the market value of iM-Best10 gained -2.26% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $824,322 which includes $1,306 and excludes $67,824 spent on fees and slippage.
Fig-9.USMVQ1-6-9-2015 Fig-9.1.USMVQ1-6-9-2015
The iM-Best12(USMV)Q1-Investor model currently holds 12 stocks, 7 of them winners, so far held for a period of 149 days, and showing a 3.51% return to 6/8/2015. Since inception, on 1/5/2015, the model gained 4.55% while the benchmark SPY gained 3.82% and the ETF USMV gained 1.86% over the same period. Over the previous week the market value of iM-Best12(USMV)Q1 gained -1.56% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $104,549 which includes $784 and excludes $134 spent on fees and slippage.
Fig-10.USMVQ2-6-9-2015 Fig-10.1.USMVQ2-6-9-2015
The iM-Best12(USMV)Q2-Investor model currently holds 12 stocks, 5 of them winners, so far held for a period of 70 days, and showing a -1.96% return to 6/8/2015. Since inception, on 1/5/2015, the model gained -1.71% while the benchmark SPY gained 0.11% and the ETF USMV gained -1.62% over the same period. Over the previous week the market value of iM-Best12(USMV)Q2 gained -1.03% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $98,292 which includes $670 and excludes $99 spent on fees and slippage.
Fig-5.USMVQ3-6-9-2015 Fig-5.1.USMVQ3-6-9-2015
The iM-Best12(USMV)Q3-Investor model currently holds 12 stocks, 11 of them winners, so far held for a period of 296 days, and showing a 20.37% return to 6/8/2015. Since inception, on 7/1/2014, the model gained 23.70% while the benchmark SPY gained 8.03% and the ETF USMV gained 10.91% over the same period. Over the previous week the market value of iM-Best12(USMV)Q3 gained -1.47% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $123,697 which includes -$235 and excludes $152 spent on fees and slippage.
Fig-6.USMVQ4-6-9-2015Fig-6.1.USMVQ4-6-9-2015
The iM-Best12(USMV)Q4-Investor model currently holds 12 stocks, 11 of them winners, so far held for a period of 225 days, and showing a 18.23% return to 6/8/2015. Since inception, on 9/30/2014, the model gained 16.37% while the benchmark SPY gained 6.59% and the ETF USMV gained 9.38% over the same period. Over the previous week the market value of iM-Best12(USMV)Q4 gained -0.83% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $117,337 which includes $795 and excludes $151 spent on fees and slippage.
Fig-10.USMV-Portfolio-vs-SPY-6-9-2015
Average Performance of iM-Best12(USMV)Q1+Q2+Q3+Q4-Investor resulted in an excess return of 18.41% over SPY. (see iM-USMV Investor Portfolio)
Fig-7.USMVtrade-6-9-2015Fig-7.1.USMVtrade-6-9-2015
The iM-Best12(USMV)-Trader model currently holds 12 stocks, 7 of them winners, so far held for a period of 78 days, and showing a 3.36% return to 6/8/2015. Since inception, on 7/1/2014, the model gained 26.30% while the benchmark SPY gained 8.03% and the ETF USMV gained 10.91% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained -1.40% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $126,301 which includes -$267 and excludes $1,022 spent on fees and slippage.
Fig-8.VDIGXtrade-6-9-2015Fig-8.1.VDIGXtrade-6-9-2015
The iM-Best10(VDIGX)-Trader model currently holds 10 stocks, 4 of them winners, so far held for a period of 203 days, and showing a 5.85% return to 6/8/2015. Since inception, on 7/1/2014, the model gained 15.11% while the benchmark SPY gained 8.03% and the ETF VDIGX gained 6.93% over the same period. Over the previous week the market value of iM-Best10(VDIGX) gained -1.18% at a time when SPY gained -1.46%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $115,110 which includes -$75 and excludes $372 spent on fees and slippage.
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