IB Net Payout Yields Model

Hedged Growth Portfolio up 9% since 10/1/08 Inception

The Hedged Growth Portfolio has done exceptionally well. This portfolio outperformed nearly 99% of the portfolios on the marketocracy.com website thru the 6 months ending March 31st. As of June 4th, the portfolio is up 9% and over 27% better when compared to the SP500. It'll be interesting to see how it performed over the 9 months ending June 30th. Too many funds are either all long or all short and would've underperformed the market during parts of the last 9 months while Hedged Growth has consistently done better.

The concept of this portfolio is to keep pace with the market on up markets as it has in the last 6 months and to outperform during downturns which it did extremely well back in Oct and Nov. As you can see from the results posted from Marketocracy, this portfolio is on pace for a 38% annualized beating of the SP500. Not to shabby for just starting this concept.


RETURNS
Last Week 2.50%
Last Month 2.47%
Last 3 Months 28.45%
Last 6 Months 9.04%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 9.03%
(Annualized) 13.57%
S&P500 RETURNS
Last Week 2.33%
Last Month 2.51%
Last 3 Months 38.41%
Last 6 Months 8.85%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -17.40%
(Annualized) -24.52%
RETURNS VS S&P500
Last Week 0.17%
Last Month -0.05%
Last 3 Months -9.96%
Last 6 Months 0.19%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 26.43%
(Annualized) 38.10%

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