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iM-Best Reports – 8/9/21

Performance-wk-8-10-2021 Performance-mth-8-10-2021 Out of sample performance summary of our models for the past 1, 2, 4 and 13 week periods. The active active return indicates how the models over- or underperformed the benchmark ETF SPY. Also the YTD, and the 1-, 3-, 5- and 10-year annualized returns are shown in the second table
30-im-fs-6040-8-10-2021
 iM-FlipSaver 60:40 | 20:80 – 2017: The model’s out of sample performance YTD is 12.6%, and for the last 12 months is 22.7%. Over the same period the benchmark E60B40 performance was 10.6% and 18.8% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.39% at a time when SPY gained 0.28%. A starting capital of $100,000 at inception on 7/16/2015 would have grown to $155,375 which includes $1,313 cash and excludes $1,784 spent on fees and slippage.
31-im-fs-7030-8-10-2021
 iM-FlipSaver 70:30 | 20:80 – 2017: The model’s out of sample performance YTD is 14.0%, and for the last 12 months is 25.6%. Over the same period the benchmark E60B40 performance was 10.6% and 18.8% respectively. Over the previous week the market value of iM-FlipSaver 70:30 | 20:80 gained 0.56% at a time when SPY gained 0.28%. A starting capital of $100,000 at inception on 7/15/2015 would have grown to $159,844 which includes $883 cash and excludes $1,919 spent on fees and slippage.
32-im-fs-8020-8-10-2021
 iM-FlipSaver 80:20 | 20:80 – 2017: The model’s out of sample performance YTD is 15.4%, and for the last 12 months is 28.5%. Over the same period the benchmark E60B40 performance was 10.6% and 18.8% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.73% at a time when SPY gained 0.28%. A starting capital of $100,000 at inception on 1/2/2017 would have grown to $164,205 which includes $859 cash and excludes $2,047 spent on fees and slippage.
18-5HedgeFundSelect-8-10-2021 18-1.5HedgeFundSelect-8-10-2021
 iM-5HedgeFundSelect: Since inception, on 1/5/2016, the model gained 468.35% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-5HedgeFundSelect gained 2.07% at a time when SPY gained 1.04%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $142,088 which includes -$608 cash and excludes $1,410 spent on fees and slippage.
10-iM-10LargeHedgeFundSelect-8-10-2021 10-1.iM-10LargeHedgeFundSelect-8-10-2021
 iM-10LargeHedgeFundSelect: Since inception, on 1/5/2016, the model gained 437.91% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-10LargeHedgeFundSelect gained 1.21% at a time when SPY gained 1.04%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $134,479 which includes $319 cash and excludes $836 spent on fees and slippage.
38-iM-Top5QQQSelect-8-10-202138-1.iM-Top5QQQSelect-8-10-2021
 iM-Top5(QQQ)Select: Since inception, on 1/5/2016, the model gained 544.26% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(QQQ)Select gained 0.38% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $644,262 which includes $304 cash and excludes $7,786 spent on fees and slippage.
37-iM-Top5XLBSelect-8-10-202137-1.iM-Top5XLBSelect-8-10-2021
 iM-Top5(XLB)Select: Since inception, on 1/5/2016, the model gained 126.82% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLB)Select gained 0.92% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $226,821 which includes $282 cash and excludes $6,489 spent on fees and slippage.
35-iM-Top5XLISelect-8-10-202135-1.iM-Top5XLISelect-8-10-2021
 iM-Top5(XLI)Select: Since inception, on 1/5/2016, the model gained 276.85% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLI)Select gained 0.27% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $376,854 which includes $19 cash and excludes $3,628 spent on fees and slippage.
27-iM-Top5XLKSelect-8-10-202127-1.iM-Top5XLKSelect-8-10-2021
 iM-Top5(XLK)Select: Since inception, on 1/5/2016, the model gained 495.34% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLK)Select gained -0.01% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $595,335 which includes $2,535 cash and excludes $1,607 spent on fees and slippage.
28-iM-Top5XLPSelect-8-10-202128-1.iM-Top5XLPSelect-8-10-2021
 iM-Top5(XLP)Select: Since inception, on 1/5/2016, the model gained 180.09% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLP)Select gained -2.77% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $280,089 which includes $1,456 cash and excludes $1,391 spent on fees and slippage.
33-iM-Top5XLVSelect-8-10-202133-1.iM-Top5XLVSelect-8-10-2021
 iM-Top5(XLV)Select: Since inception, on 1/5/2016, the model gained 377.78% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLV)Select gained 1.24% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $477,781 which includes $915 cash and excludes $5,263 spent on fees and slippage.
34-iM-Top5XLUSelect-8-10-202134-1.iM-Top5XLUSelect-8-10-2021
 iM-Top5(XLU)Select: Since inception, on 1/5/2016, the model gained 104.29% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLU)Select gained 1.51% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $204,292 which includes $1,317 cash and excludes $7,691 spent on fees and slippage.
36-iM-Top5XLYSelect-8-10-202136-1.iM-Top5XLYSelect-8-10-2021
 iM-Top5(XLY)Select: Since inception, on 1/5/2016, the model gained 213.90% while the benchmark SPY gained 140.42% over the same period. Over the previous week the market value of iM-Top5(XLY)Select gained -0.27% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $313,896 which includes $1,075 cash and excludes $2,884 spent on fees and slippage.
39-Top5SeasonalCombo-8-10-2021
 iM-Seasonal Super-Sectors (Top5 combo) : Since inception, on 11/17/2020, the model gained 23.57% while the benchmark SPY gained 24.80% over the same period. Over the previous week the market value of iM-Seasonal Super-Sectors (Top5 combo) gained -0.13% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 11/17/2020 would have grown to $123,572 which includes $1,822 cash and excludes $00 spent on fees and slippage.
17-DividendGrowth-8-10-2021
 iM-Dividend Growth Portfolio: The model’s out of sample performance YTD is 18.0%, and for the last 12 months is 40.2%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM-Dividend Growth Portfolio gained 0.24% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $399,447 which includes $607 cash and excludes $6,710 spent on fees and slippage.
16-GoldMomentum-8-10-2021
 iM-Gold Momentum Timer (AU, NEM, SBSW): The model’s out of sample performance YTD is 6.1%, and for the last 12 months is 17.0%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of iM-Gold Momentum Timer (AU, NEM, SBSW) gained -6.33% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $01 which includes $66,124 cash and excludes Gain to date spent on fees and slippage.
4-ModSumYieldCurve-8-10-2021
 iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 15.0%, and for the last 12 months is 29.5%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained -1.15% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $297,481 which includes $3,429 cash and excludes $862 spent on fees and slippage.
1-SPY-SH-8-10-2021
 iM-Best(SPY-SH).R1: The model’s out of sample performance YTD is 18.9%, and for the last 12 months is 33.9%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of Best(SPY-SH) gained 1.03% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $787,509 which includes $8,034 cash and excludes $25,118 spent on fees and slippage.
2-Combo3-8-10-2021
 iM-Combo3.R1: The model’s out of sample performance YTD is 12.6%, and for the last 12 months is 27.4%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of iM-Combo3.R1 gained 0.27% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 2/3/2014 would have grown to $193,365 which includes $7,976 cash and excludes $7,039 spent on fees and slippage.
15-Combo5-8-10-2021
 iM-Combo5: The model’s out of sample performance YTD is 19.0%, and for the last 12 months is 38.9%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of iM-Combo5 gained 0.83% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 2/22/2016 would have grown to $211,283 which includes $1,883 cash and excludes $0 spent on fees and slippage.
8-VDIGXtrade-8-10-20218-1.VDIGXtrade-8-10-2021
 iM-Best10(VDIGX)-Trader: The model’s out of sample performance YTD is 13.0%, and for the last 12 months is 22.5%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Since inception, on 7/1/2014, the model gained 205.76% while the benchmark SPY gained 158.08% and VDIGX gained 141.20% over the same period. Over the previous week the market value of iM-Best10(VDIGX) gained 0.66% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 7/1/2014 would have grown to $305,758 which includes $1,166 cash and excludes $3,890 spent on fees and slippage.
29-im6-cap-strg-8-10-2021
 iM 6-Stock Capital Strength Portfolio: The model’s out of sample performance YTD is 12.7%, and for the last 12 months is 24.7%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM 6-Stock Capital Strength Portfolio gained -1.53% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 10/28/2016 would have grown to $211,999 which includes $1,607 cash and excludes $1,888 spent on fees and slippage.
7-USMVtrade-8-10-20217-1.USMVtrade-8-10-2021
 iM-Best12(USMV)-Trader: The model’s out of sample performance YTD is 14.9%, and for the last 12 months is 20.0%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Since inception, on 6/30/2014, the model gained 157.69% while the benchmark SPY gained 158.08% and the ETF USMV gained 136.20% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 1.04% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2014 would have grown to $257,694 which includes $2,889 cash and excludes $7,336 spent on fees and slippage.
13-MinVolUSMVInv-8-10-2021 13-1.MinVolUSMVInv-8-10-2021
 iM-Min Volatility(USMV) Investor (Tax Efficient): The model’s out of sample performance YTD is 25.2%, and for the last 12 months is 48.9%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Since inception, on 1/3/2013, the model gained 464.98% while the benchmark SPY gained 256.26% and the ETF USMV gained 256.26% over the same period. Over the previous week the market value of iM-Best12(USMV)Q1 gained 1.35% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/3/2013 would have grown to $564,982 which includes $121 cash and excludes $4,816 spent on fees and slippage.
5-bnd-mkt-trdr-8-10-2021
 iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond): The model’s out of sample performance YTD is 3.3%, and for the last 12 months is 8.0%. Over the same period the benchmark BND performance was -1.3% and -1.6% respectively. Over the previous week the market value of the iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond) gained -1.16% at a time when BND gained -0.87%. A starting capital of $10,000 at inception on 1/3/2000 would have grown to $153,673 which includes -$10 cash and excludes $2,147 spent on fees and slippage.
4-ModSumYieldCurve-8-10-2021
 iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 15.0%, and for the last 12 months is 29.5%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained -1.15% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $297,481 which includes $3,429 cash and excludes $862 spent on fees and slippage.
25-Best2MCsETF-8-10-2021
 iM-Best2 MC-Score ETF System: The model’s out of sample performance YTD is 10.0%, and for the last 12 months is 15.5%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM-Best2 MC-Score ETF System gained 0.31% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $144,401 which includes $2,781 cash and excludes $1,386 spent on fees and slippage.
26-Best4MCsVang-8-10-2021
 iM-Best4 MC-Score Vanguard System: The model’s out of sample performance YTD is 15.7%, and for the last 12 months is 26.0%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM-Best4 MC-Score Vanguard System gained 0.65% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $155,459 which includes $4,061 cash and excludes $00 spent on fees and slippage.
20-imc-spy-ief-8-10-2021
 iM-Composite (SPY-IEF) Timer: The model’s out of sample performance YTD is 18.8%, and for the last 12 months is 31.3%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM-Composite (SPY-IEF) Timer gained 1.02% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $186,290 which includes $2,364 cash and excludes $3,984 spent on fees and slippage.
22-imc-gld-stk-bnd-8-10-2021
 iM-Composite(Gold-Stocks-Bond) Timer: The model’s out of sample performance YTD is -1.7%, and for the last 12 months is 8.7%. Over the same period the benchmark SPY performance was 19.0% and 34.1% respectively. Over the previous week the market value of the iM-Composite(Gold-Stocks-Bond) Timer gained -4.79% at a time when SPY gained 1.04%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $163,368 which includes -$2,224 cash and excludes $7,215 spent on fees and slippage.
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