Tuesday, July 28, 2009

Net Payout Yield Portfolio Closing Out First Year on Marketocracy.com

Just wanted to make a quick note that our first year of tracking this portfolio online is coming to a close at the end of this month. The performance has been just as good online as when StoneFox Capital tracked internally for the previous 1.5 years. With just a few days left, the Net Payout Yield Portfolio has outperformed the SP500 by roughly 6.5% points. It has solidly beaten this index in 2007, 2008, and so far in 2009.


RETURNS
Last Week 3.99%
Last Month 8.29%
Last 3 Months 20.65%
Last 6 Months 21.11%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -14.44%
(Annualized) -14.59%
S&P500 RETURNS
Last Week 3.29%
Last Month 7.02%
Last 3 Months 15.52%
Last 6 Months 13.86%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -19.96%
(Annualized) -20.16%
RETURNS VS S&P500
Last Week 0.70%
Last Month 1.27%
Last 3 Months 5.13%
Last 6 Months 7.25%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 5.52%
(Annualized) 5.57%

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