The Net Payout Yield portfolio continues to excel. The portfolio is beating the S&P500 by nearly an 8% annualized gain with a sub 1 beta and less then 15% annualized turnover. So a superior gain with less risk and limited turnover.
A couple of the better performers have been the most recent additions of CSX and Agrium (AGU). Both stocks have gained more then 30% this year since being added. The portfolio is close to fully invested with only $25K in cash left. Stone Fox Capital continues to expect a year end rally to at least 1,150 or 1,200 on the S&Ps. At that point we'll likely increase the cash position.
The below returns are from marketocracy.com and contain assumed fees 1% higher then what Stone Fox charges for this type of portfolio. So the annualized returns of 6.93% would be 7.93%. Please contact us at stonefox27@ymail.com with any questions.
| RETURNS | | Last Week | 2.69% | | Last Month | 2.48% | | Last 3 Months | 12.12% | | Last 6 Months | 32.38% | | Last 12 Months | 33.81% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -1.49% | | (Annualized) | -1.16% | |
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| | S&P500 RETURNS | | Last Week | 2.33% | | Last Month | 0.30% | | Last 3 Months | 9.47% | | Last 6 Months | 25.18% | | Last 12 Months | 23.09% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -10.30% | | (Annualized) | -8.09% | |
| | | RETURNS VS S&P500 | | Last Week | 0.37% | | Last Month | 2.18% | | Last 3 Months | 2.65% | | Last 6 Months | 7.20% | | Last 12 Months | 10.71% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 8.81% | | (Annualized) | 6.93% | | |
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