Monday, October 5, 2009

Performance Review - Hedged Growth Year 1

Not sure what happened to the one I posted last week, but somehow the 3rd column was cut off. Unfortunately the numbers below from marketocracy.com include the extra 2 days from last week so it's slightly more then the first year.

Hedged Growth had a phenomenal performance in Year 1 beating the SP500 by nearly 27% (take the annualized amount and add 1% for the smaller fee). As of 9/30, the fund was also close to a 20% gainer with the SP500 down 7%. So just being positive would've been a good year on a relative basis with a weak market in the way.

Hedged Growth is a portfolio that hedges the downside of a portfolio with at least 1/3 of its portfolio either in cash or short stocks. Another 1/3 is either long Growth Portfolio stocks or like wise in cash while the last 1/3 is consistently in high Net Yield Payout stocks. This formula allows for the portfolio to excel in weak markets and maintain with the market in up trends. By preserving capital in weak market the portfolio out performs big time.



RETURNS
Last Week -1.88%
Last Month 4.11%
Last 3 Months 11.75%
Last 6 Months 20.83%
Last 12 Months 16.37%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 16.68%
(Annualized) 16.58%
S&P500 RETURNS
Last Week -1.80%
Last Month 3.20%
Last 3 Months 14.98%
Last 6 Months 23.07%
Last 12 Months -5.52%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -9.31%
(Annualized) -9.26%
RETURNS VS S&P500
Last Week -0.08%
Last Month 0.92%
Last 3 Months -3.22%
Last 6 Months -2.24%
Last 12 Months 21.89%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 25.99%
(Annualized) 25.84%

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