iM-Best Reports – 10/13/2014

The iM-Best(SPY-SH) model currently holds SPY, so far held for a period of 168 days, and showing 0.47% return to 10/13/2014.

A starting capital of $100,000 at inception on 1/2/2009 would have grown to $398,098 which includes $39 cash and excludes $10,609 spent on fees and slippage.

The iM-Combo3 portfolio currently holds SPY, XLV, and SSO so far held for an average period of 140 days, and showing a 2.49% return to 10/13/2014

The starting capital of $100,000 at inception on 2/3/2014 would have grown to $111,355 which includes $1,498 in cash and excludes $661 in fees and slippage.

 

The iM-Best(Short) portfolio currently has 3 short positions.  Over the previous week the market value of Best(Short) gained -0.04% at a time when SPY gained -4.52%.

Over the period 1/2/2009 to 10/13/2014 the starting capital of $100,000 would have grown to $110,991 which is net of $15,094 fees and slippage.

 

iM-Best10(S&P 1500) portfolio currently holds 10 stocks, none of them winners, so far held for an average period of 48 days, and showing combined -6.00% average return to 10/13/2014

A starting capital of $100,000 at inception of 1/2/2009 would have grown to $741,034 which includes $75 cash and excludes $55,877  spent on fees and slippage.

 

The iM-Best12(USMV)-July-2014  Currently the portfolio holds 12 stocks, 8 of them winners, so far held for an average period of 105 days, and showing combined 3.25% average return to 10/13/2014, while the benchmark  SPY gained -3.85% and the ETF USMV gained -0.52% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $103,475 which includes $332 cash and $100 for fees and slippage.

The iM-Best12(USMV)-October-2014  Currently the portfolio holds 12 stocks, none of them winners, so far held for an average period of 14 days, and showing combined -4.43% average return to 10/13/2014. Since inception, on 9/29/2014, the model gained -4.43% while the benchmark  SPY gained -5.13% and the ETF USMV gained -1.89% over the same period.

A starting capital of $100,000 at inception on 9/29/2014 has grown to $95,576 which includes $31 cash and $100 for fees and slippage.

 

The iM-Best12(USMV)-Trader  Currently the portfolio holds 12 stocks, 4 of them winners, so far held for an average period of 56 days, and showing combined -1.40% average return to 10/13/2014. Since inception, on 6/30/2014, the model gained 4.33% while the benchmark  SPY gained -3.85% and the ETF USMV gained -0.52% over the same period.

A starting capital of $100,000 at inception on 6/30/2014 has grown to $104,325 which includes $146 cash and $316 for fees and slippage.