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iM-Best Reports – 4/27/21

Performance-wk-4-27-2021 Performance-mth-4-27-2021 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-6040-4-27-2021
 iM-FlipSaver 60:40 | 20:80 – 2017: The model’s out of sample performance YTD is 7.2%, and for the last 12 months is 23.6%. Over the same period the benchmark E60B40 performance was 5.9% and 28.9% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.07% at a time when SPY gained 0.04%. A starting capital of $100,000 at inception on 7/16/2015 would have grown to $147,983 which includes $1,399 cash and excludes $1,783 spent on fees and slippage.
31-im-fs-7030-4-27-2021
 iM-FlipSaver 70:30 | 20:80 – 2017: The model’s out of sample performance YTD is 8.4%, and for the last 12 months is 26.4%. Over the same period the benchmark E60B40 performance was 5.9% and 28.9% respectively. Over the previous week the market value of iM-FlipSaver 70:30 | 20:80 gained 0.06% at a time when SPY gained 0.04%. A starting capital of $100,000 at inception on 7/15/2015 would have grown to $151,998 which includes $1,319 cash and excludes $1,918 spent on fees and slippage.
32-im-fs-8020-4-27-2021
 iM-FlipSaver 80:20 | 20:80 – 2017: The model’s out of sample performance YTD is 9.6%, and for the last 12 months is 29.1%. Over the same period the benchmark E60B40 performance was 5.9% and 28.9% respectively. Over the previous week the market value of iM-FlipSaver 80:20 | 20:80 gained 0.05% at a time when SPY gained 0.04%. A starting capital of $100,000 at inception on 1/2/2017 would have grown to $155,920 which includes $1,527 cash and excludes $2,045 spent on fees and slippage.
18-5HedgeFundSelect-4-27-2021 18-1.5HedgeFundSelect-4-27-2021
 iM-5HedgeFundSelect: Since inception, on 1/5/2016, the model gained 439.97% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-5HedgeFundSelect gained -1.37% at a time when SPY gained -0.12%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $134,993 which includes -$4,773 cash and excludes $1,331 spent on fees and slippage.
10-iM-10LargeHedgeFundSelect-4-27-2021 10-1.iM-10LargeHedgeFundSelect-4-27-2021
 iM-10LargeHedgeFundSelect: Since inception, on 1/5/2016, the model gained 395.80% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-10LargeHedgeFundSelect gained -1.41% at a time when SPY gained -0.12%. A starting capital of $25,000 at inception on 1/5/2016 would have grown to $123,950 which includes $158 cash and excludes $750 spent on fees and slippage.
38-iM-Top5QQQSelect-4-27-202138-1.iM-Top5QQQSelect-4-27-2021
 iM-Top5(QQQ)Select: Since inception, on 1/5/2016, the model gained 499.58% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(QQQ)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $599,330 which includes -$2,562 cash and excludes $7,247 spent on fees and slippage.
37-iM-Top5XLBSelect-4-27-202137-1.iM-Top5XLBSelect-4-27-2021
 iM-Top5(XLB)Select: Since inception, on 1/5/2016, the model gained 113.02% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLB)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $213,022 which includes $4,346 cash and excludes $5,888 spent on fees and slippage.
35-iM-Top5XLISelect-4-27-202135-1.iM-Top5XLISelect-4-27-2021
 iM-Top5(XLI)Select: Since inception, on 1/5/2016, the model gained 269.11% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLI)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $369,106 which includes $2,101 cash and excludes $3,273 spent on fees and slippage.
27-iM-Top5XLKSelect-4-27-202127-1.iM-Top5XLKSelect-4-27-2021
 iM-Top5(XLK)Select: Since inception, on 1/5/2016, the model gained 460.08% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLK)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $560,081 which includes $4,109 cash and excludes $1,573 spent on fees and slippage.
28-iM-Top5XLPSelect-4-27-202128-1.iM-Top5XLPSelect-4-27-2021
 iM-Top5(XLP)Select: Since inception, on 1/5/2016, the model gained 187.76% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLP)Select gained 0.61% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $287,763 which includes $817 cash and excludes $1,257 spent on fees and slippage.
33-iM-Top5XLVSelect-4-27-202133-1.iM-Top5XLVSelect-4-27-2021
 iM-Top5(XLV)Select: Since inception, on 1/5/2016, the model gained 306.25% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLV)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $406,251 which includes $1,096 cash and excludes $5,075 spent on fees and slippage.
34-iM-Top5XLUSelect-4-27-202134-1.iM-Top5XLUSelect-4-27-2021
 iM-Top5(XLU)Select: Since inception, on 1/5/2016, the model gained 99.55% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLU)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $199,552 which includes $4,061 cash and excludes $7,036 spent on fees and slippage.
36-iM-Top5XLYSelect-4-27-202136-1.iM-Top5XLYSelect-4-27-2021
 iM-Top5(XLY)Select: Since inception, on 1/5/2016, the model gained 218.53% while the benchmark SPY gained 125.88% over the same period. Over the previous week the market value of iM-Top5(XLY)Select gained -0.26% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/5/2016 would have grown to $318,525 which includes $2,079 cash and excludes $2,742 spent on fees and slippage.
39-Top5SeasonalCombo-4-27-2021
 iM-Seasonal Super-Sectors (Top5 combo) : Since inception, on 11/17/2020, the model gained 19.43% while the benchmark SPY gained 17.25% over the same period. Over the previous week the market value of iM-Seasonal Super-Sectors (Top5 combo) gained 0.05% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 11/17/2020 would have grown to $119,427 which includes $2,312 cash and excludes $00 spent on fees and slippage.
17-DividendGrowth-4-27-2021
 iM-Dividend Growth Portfolio: The model’s out of sample performance YTD is 18.5%, and for the last 12 months is 90.7%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM-Dividend Growth Portfolio gained -1.34% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $401,081 which includes $3,657 cash and excludes $6,553 spent on fees and slippage.
16-GoldMomentum-4-27-2021
 iM-Gold Momentum Timer (AU, NEM, SBSW): The model’s out of sample performance YTD is 29.0%, and for the last 12 months is 56.9%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of iM-Gold Momentum Timer (AU, NEM, SBSW) gained -4.29% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $74,829 which includes $66,006 cash and excludes Gain to date spent on fees and slippage.
4-ModSumYieldCurve-4-27-2021
 iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 11.7%, and for the last 12 months is 43.9%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained -0.12% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $289,011 which includes $3,127 cash and excludes $773 spent on fees and slippage.
1-SPY-SH-4-27-2021
 iM-Best(SPY-SH).R1: The model’s out of sample performance YTD is 11.7%, and for the last 12 months is 35.8%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of Best(SPY-SH) gained -0.12% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/2/2009 would have grown to $740,321 which includes $5,608 cash and excludes $25,118 spent on fees and slippage.
2-Combo3-4-27-2021
 iM-Combo3.R1: The model’s out of sample performance YTD is 6.5%, and for the last 12 months is 32.7%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of iM-Combo3.R1 gained -0.29% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 2/3/2014 would have grown to $182,842 which includes $533 cash and excludes $6,912 spent on fees and slippage.
15-Combo5-4-27-2021
 iM-Combo5: The model’s out of sample performance YTD is 11.2%, and for the last 12 months is 55.1%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of iM-Combo5 gained -0.52% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 2/22/2016 would have grown to $197,465 which includes $1,174 cash and excludes $0 spent on fees and slippage.
8-VDIGXtrade-4-27-20218-1.VDIGXtrade-4-27-2021
 iM-Best10(VDIGX)-Trader: The model’s out of sample performance YTD is 9.1%, and for the last 12 months is 31.0%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Since inception, on 7/1/2014, the model gained 195.39% while the benchmark SPY gained 142.47% and VDIGX gained 83.60% over the same period. Over the previous week the market value of iM-Best10(VDIGX) gained -0.52% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 7/1/2014 would have grown to $295,388 which includes $347 cash and excludes $3,880 spent on fees and slippage.
29-im6-cap-strg-4-27-2021
 iM 6-Stock Capital Strength Portfolio: The model’s out of sample performance YTD is 13.1%, and for the last 12 months is 71.4%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM 6-Stock Capital Strength Portfolio gained -1.37% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 10/28/2016 would have grown to $212,612 which includes $1,657 cash and excludes $1,724 spent on fees and slippage.
7-USMVtrade-4-27-20217-1.USMVtrade-4-27-2021
 iM-Best12(USMV)-Trader: The model’s out of sample performance YTD is 13.8%, and for the last 12 months is 29.3%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Since inception, on 6/30/2014, the model gained 155.25% while the benchmark SPY gained 142.47% and the ETF USMV gained 122.80% over the same period. Over the previous week the market value of iM-Best12(USMV)-Trader gained -2.20% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2014 would have grown to $255,249 which includes $1,657 cash and excludes $7,285 spent on fees and slippage.
13-MinVolUSMVInv-4-27-2021 13-1.MinVolUSMVInv-4-27-2021
 iM-Min Volatility(USMV) Investor (Tax Efficient): The model’s out of sample performance YTD is 21.8%, and for the last 12 months is 72.8%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Since inception, on 1/3/2013, the model gained 449.70% while the benchmark SPY gained 234.71% and the ETF USMV gained 234.71% over the same period. Over the previous week the market value of iM-Best12(USMV)Q1 gained -0.40% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/3/2013 would have grown to $549,696 which includes $117 cash and excludes $4,689 spent on fees and slippage.
5-bnd-mkt-trdr-4-27-2021
 iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond): The model’s out of sample performance YTD is 1.1%, and for the last 12 months is 15.9%. Over the same period the benchmark BND performance was -2.6% and 0.0% respectively. Over the previous week the market value of the iM-Bond Market Trader (High-Yield Bond or 10-yr Treasury Bond) gained 0.08% at a time when BND gained 0.27%. A starting capital of $10,000 at inception on 1/3/2000 would have grown to $150,354 which includes $5,582 cash and excludes $2,087 spent on fees and slippage.
4-ModSumYieldCurve-4-27-2021
 iM-ModSum/YieldCurve Timer: The model’s out of sample performance YTD is 11.7%, and for the last 12 months is 43.9%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of iM-PortSum/YieldCurve Timer gained -0.12% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 1/1/2016 would have grown to $289,011 which includes $3,127 cash and excludes $773 spent on fees and slippage.
25-Best2MCsETF-4-27-2021
 iM-Best2 MC-Score ETF System: The model’s out of sample performance YTD is 5.3%, and for the last 12 months is 23.7%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM-Best2 MC-Score ETF System gained -0.01% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $138,254 which includes $2,151 cash and excludes $1,386 spent on fees and slippage.
26-Best4MCsVang-4-27-2021
 iM-Best4 MC-Score Vanguard System: The model’s out of sample performance YTD is 11.2%, and for the last 12 months is 40.3%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM-Best4 MC-Score Vanguard System gained 0.16% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $149,473 which includes $3,152 cash and excludes $00 spent on fees and slippage.
20-imc-spy-ief-4-27-2021
 iM-Composite (SPY-IEF) Timer: The model’s out of sample performance YTD is 11.7%, and for the last 12 months is 24.5%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM-Composite (SPY-IEF) Timer gained -0.12% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $175,155 which includes $1,792 cash and excludes $3,984 spent on fees and slippage.
22-imc-gld-stk-bnd-4-27-2021
 iM-Composite(Gold-Stocks-Bond) Timer: The model’s out of sample performance YTD is 1.2%, and for the last 12 months is 23.2%. Over the same period the benchmark SPY performance was 11.8% and 51.7% respectively. Over the previous week the market value of the iM-Composite(Gold-Stocks-Bond) Timer gained 0.01% at a time when SPY gained -0.12%. A starting capital of $100,000 at inception on 6/30/2016 would have grown to $168,251 which includes $734 cash and excludes $6,875 spent on fees and slippage.
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