iM-Best Reports – 6/3/2025

Performance-wk-6-3-2025 Performance-mth-6-3-2025 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
23-enh-inflation-timer-6-3-2025
iM-Inflation Attuned Multi-Model Market Timer: The model’s out of sample performance YTD is 8.7%, and for the last 12 months is 6.5%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Inflation Attuned Multi-Model Market Timer gained -0.18% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 3/24/2017 would have grown to $134,364,976 which includes $2,001,710 cash and excludes $3,820,720 spent on fees and slippage.
12-CB-LEIg-6-3-2025
iM-Conference Board LEIg Timer: The model’s performance YTD is 14.3%, and for the last 12 months is 7.3%. Over the same period the benchmark SPY performance was 20.1% and 9.4% respectively. Over the previous week the market value of the iM-Conference Board LEIg Timer gained 1.60% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 4/5/2017 would have grown to $593,245 which includes $16,078 cash and excludes $763 spent on fees and slippage.
iM-FlipSaver 60:40 | 20:80 – 2017: The model’s out of sample performance YTD is -1.5%, and for the last 12 months is 4.8%. Over the same period the benchmark E60B40 performance was 2.1% and 10.8% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.83% at a time when SPY gained 1.64%. A starting capital of $100,000 at inception on 7/16/2015 would have grown to $168,681 which includes -$578 cash and excludes $4,552 spent on fees and slippage.
iM-FlipSaver 70:30 | 20:80 – 2017: The model’s out of sample performance YTD is -2.3%, and for the last 12 months is 4.6%. Over the same period the benchmark E60B40 performance was 2.1% and 10.8% respectively. Over the previous week the market value of iM-FlipSaver 70:30 | 20:80 gained 0.84% at a time when SPY gained 1.64%. A starting capital of $100,000 at inception on 7/15/2015 would have grown to $175,361 which includes -$1,207 cash and excludes $4,781 spent on fees and slippage.
iM-FlipSaver 80:20 | 20:80 – 2017: The model’s out of sample performance YTD is -3.1%, and for the last 12 months is 4.3%. Over the same period the benchmark E60B40 performance was 2.1% and 10.8% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.84% at a time when SPY gained 1.64%. A starting capital of $100,000 at inception on 1/2/2017 would have grown to $181,934 which includes -$1,817 cash and excludes $5,001 spent on fees and slippage.
RequireGold18-1.5HedgeFundSelect-6-3-2025
iM-5HedgeFundSelect: Since inception, on 1/5/2016, the model gained 664.59% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-5HedgeFundSelect gained 2.20% at a time when SPY gained 2.35%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $191,146 which includes -$3,559 cash and excludes $2,655 spent on fees and slippage.
RequireGold10-1.iM-10LargeHedgeFundSelect-6-3-2025
iM-10LargeHedgeFundSelect: Since inception, on 1/5/2016, the model gained 589.16% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-10LargeHedgeFundSelect gained 2.29% at a time when SPY gained 2.35%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $165,841 which includes -$6,610 cash and excludes $1,770 spent on fees and slippage.
38-iM-Top5QQQSelect-6-3-202538-1.iM-Top5QQQSelect-6-3-2025
iM-Top5(QQQ)Select: Since inception, on 1/5/2016, the model gained 1014.83% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(QQQ)Select gained 0.96% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $1,114,826 which includes $1,688 cash and excludes $18,164 spent on fees and slippage.
37-iM-Top5XLBSelect-6-3-202537-1.iM-Top5XLBSelect-6-3-2025
iM-Top5(XLB)Select: Since inception, on 1/5/2016, the model gained 205.23% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLB)Select gained 1.54% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $305,234 which includes $2,529 cash and excludes $15,714 spent on fees and slippage.
35-iM-Top5XLISelect-6-3-202535-1.iM-Top5XLISelect-6-3-2025
iM-Top5(XLI)Select: Since inception, on 1/5/2016, the model gained 383.70% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLI)Select gained -1.27% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $483,697 which includes $4,290 cash and excludes $7,802 spent on fees and slippage.
27-iM-Top5XLKSelect-6-3-202527-1.iM-Top5XLKSelect-6-3-2025
iM-Top5(XLK)Select: Since inception, on 1/5/2016, the model gained 750.30% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLK)Select gained 1.77% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $850,298 which includes $29 cash and excludes $2,448 spent on fees and slippage.
28-iM-Top5XLPSelect-6-3-202528-1.iM-Top5XLPSelect-6-3-2025
iM-Top5(XLP)Select: Since inception, on 1/5/2016, the model gained 275.45% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLP)Select gained -0.48% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $375,448 which includes $1,163 cash and excludes $2,939 spent on fees and slippage.
33-iM-Top5XLVSelect-6-3-202533-1.iM-Top5XLVSelect-6-3-2025
iM-Top5(XLV)Select: Since inception, on 1/5/2016, the model gained 349.97% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLV)Select gained 3.52% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $449,974 which includes $18,268 cash and excludes $17,455 spent on fees and slippage.
34-iM-Top5XLUSelect-6-3-202534-1.iM-Top5XLUSelect-6-3-2025
iM-Top5(XLU)Select: Since inception, on 1/5/2016, the model gained 183.83% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLU)Select gained 0.21% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $283,830 which includes $1,771 cash and excludes $16,761 spent on fees and slippage.
36-iM-Top5XLYSelect-6-3-202536-1.iM-Top5XLYSelect-6-3-2025
iM-Top5(XLY)Select: Since inception, on 1/5/2016, the model gained 290.96% while the benchmark SPY gained 240.07% over the same period. Over the previous week the market value of iM-Top5(XLY)Select gained 0.89% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $390,958 which includes $1,125 cash and excludes $7,401 spent on fees and slippage.
39-Top5SeasonalCombo-6-3-2025
iM-Seasonal Super-Sectors (Top5 combo) : Since inception, on 11/17/2020, the model gained 74.39% while the benchmark SPY gained 76.53% over the same period. Over the previous week the market value of iM-Seasonal Super-Sectors (Top5 combo) gained 0.65% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 11/17/2020 would have grown to $174,392 which includes $1,129 cash and excludes $00 spent on fees and slippage.
17-DividendGrowth-6-3-2025
iM-Dividend Growth Portfolio: The model’s out of sample performance YTD is -2.4%, and for the last 12 months is 1.3%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Dividend Growth Portfolio gained 0.28% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $472,404 which includes $1,469 cash and excludes $13,506 spent on fees and slippage.
iM-Gold Momentum Timer (AU, NEM, SBSW): The model’s out of sample performance YTD is 110.3%, and for the last 12 months is 92.6%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of iM-Gold Momentum Timer (AU, NEM, SBSW) gained 7.96% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $6,461 which includes $141,007 cash and excludes Gain to date spent on fees and slippage.
4-ModSumYieldCurve-6-3-2025
iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 12.9%, and for the last 12 months is 24.3%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained 0.51% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $362,388 which includes $1,095 cash and excludes $1,974 spent on fees and slippage.
1-SPY-SH-6-3-2025
iM-Best(SPY-SH).R1: The model’s out of sample performance YTD is -8.5%, and for the last 12 months is 2.7%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of Best(SPY-SH) gained -2.18% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $65,909 which includes $23 cash and excludes $2,692 spent on fees and slippage.
2-Combo3-6-3-2025
iM-Combo3.R1: The model’s out of sample performance YTD is -6.9%, and for the last 12 months is 1.5%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of iM-Combo3.R1 gained -1.32% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 2/3/2014 would have grown to $196,427 which includes $5,232 cash and excludes $8,451 spent on fees and slippage.
RequireSilver8-1.VDIGXtrade-6-3-2025
iM-Best10(VDIGX)-Trader: The model’s out of sample performance YTD is 5.8%, and for the last 12 months is 13.2%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Since inception, on 7/1/2014, the model gained 267.63% while the benchmark SPY gained 265.05% and VDIGX gained 63.29% over the same period. Over the previous week the market value of iM-Best10(VDIGX) gained 1.75% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 7/1/2014 would have grown to $367,629 which includes $555 cash and excludes $5,445 spent on fees and slippage.
RequireGold
iM 6-Stock Capital Strength Portfolio: The model’s out of sample performance YTD is -10.0%, and for the last 12 months is -7.5%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM 6-Stock Capital Strength Portfolio gained 1.21% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 10/28/2016 would have grown to $241,045 which includes $2,963 cash and excludes $4,109 spent on fees and slippage.
RequireGold7-1.USMVtrade-6-3-2025
iM-Best12(USMV)-Trader: The model’s out of sample performance YTD is 11.7%, and for the last 12 months is 27.1%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Since inception, on 6/30/2014, the model gained 281.89% while the benchmark SPY gained 265.05% and the ETF USMV gained 207.80% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained 2.23% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2014 would have grown to $381,891 which includes $330 cash and excludes $8,574 spent on fees and slippage.
RequireGold13-1.MinVolUSMVInv-6-3-2025
iM-Min Volatility(USMV) Investor (Tax Efficient): The model’s out of sample performance YTD is 7.8%, and for the last 12 months is 12.9%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Since inception, on 1/3/2013, the model gained 942.34% while the benchmark SPY gained 403.91% and the ETF USMV gained 403.91% over the same period. Over the previous week the market value of iM-Best12(USMV)Q1 gained 3.64% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/3/2013 would have grown to $1,042,336 which includes $1,465 cash and excludes $13,448 spent on fees and slippage.
RequireGold
iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond): The model’s out of sample performance YTD is 3.2%, and for the last 12 months is 6.4%. Over the same period the benchmark BND performance was 2.3% and 5.2% respectively. Over the previous week the market value of the iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond) gained 0.50% at a time when BND gained 0.58%. A starting capital of $10,000 at inception on 1/3/2000 would have grown to $144,686 which includes $3,024 cash and excludes $2,730 spent on fees and slippage.
4-ModSumYieldCurve-6-3-2025
iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 12.9%, and for the last 12 months is 24.3%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained 0.51% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $362,388 which includes $1,095 cash and excludes $1,974 spent on fees and slippage.
25-Best2MCsETF-6-3-2025
iM-Best2 MC-Score ETF System: The model’s out of sample performance YTD is 6.0%, and for the last 12 months is 15.1%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Best2 MC-Score ETF System gained 1.69% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $187,065 which includes $556 cash and excludes $5,367 spent on fees and slippage.
26-Best4MCsVang-6-3-2025
iM-Best4 MC-Score Vanguard System: The model’s out of sample performance YTD is 3.1%, and for the last 12 months is 7.2%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Best4 MC-Score Vanguard System gained 1.67% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $177,191 which includes $938 cash and excludes $00 spent on fees and slippage.
20-imc-spy-ief-6-3-2025
iM-Composite (SPY-IEF) Timer: The model’s out of sample performance YTD is -4.5%, and for the last 12 months is 3.6%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Composite (SPY-IEF) Timer gained 0.53% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $205,557 which includes -$4,587 cash and excludes $7,366 spent on fees and slippage.
22-imc-gld-stk-bnd-6-3-2025
iM-Composite(Gold-Stocks-Bond) Timer: The model’s out of sample performance YTD is 28.8%, and for the last 12 months is 44.9%. Over the same period the benchmark SPY performance was 1.4% and 13.8% respectively. Over the previous week the market value of the iM-Composite(Gold-Stocks-Bond) Timer gained 0.62% at a time when SPY gained 2.35%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $317,407 which includes $36 cash and excludes $9,190 spent on fees and slippage.
Posted in pmp SPY-SH

Leave a Reply

With reference to Section 202(a)(11)(D) of the Investment Advisers Act: We are Engineers and not Investment Advisers, read more ...
By the mere act of reading this page and navigating this site you acknowledge, agree to, and abide by the Terms of Use / Disclaimer