Performance Review - Q2
Q2 was generally a spectacular quarter for the markets and Stone Fox Capital. All 3 of our funds were up strongly for the Q and the Growth and Net Payout portfolios had strong beats. In fact Growth was up nearly 30% points more then the SP500. The Hedged portfolio performed slightly below the market average though not to bad considering its cool it to just match the market in bull markets and significantly outperform in bears. After 9 months of tracking, the portfolio is up nearly 26% more then the SP500 and up 7% since inception.
Please review the results below for each portfolio realizing that each amount needs to add back 1% to account for the higher fees used by the tracking site marketocracy.com. Basically just add 1% to the annualized figures or .25% for each 3 month period.
Growth Portfolio
Hedged Growth Portfolio
Net Payout Portfolio
Please review the results below for each portfolio realizing that each amount needs to add back 1% to account for the higher fees used by the tracking site marketocracy.com. Basically just add 1% to the annualized figures or .25% for each 3 month period.
Growth Portfolio
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Hedged Growth Portfolio
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Net Payout Portfolio
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