IB Net Payout Yields Model

Performance Review: Growth Portfolio Outperforming By 13.5% Annualized

Just a little update on the Growth Portfolio that now has over a 20 month history. It's now up 125% over the last 12 months which is 69% more then the SP500. This leads to a 13.5% annualized return in excess of the SP500.


* All below returns are actually 0.75% higher on a annualized basis then the below numbers due to our tracking system at Marketocracy.com assuming a 2%+ annual fee versus the 1.25% for this portfolio.


RETURNS
Last Week 2.44%
Last Month 9.23%
Last 3 Months 8.56%
Last 6 Months 24.61%
Last 12 Months 124.50%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 8.15%
(Annualized) 4.71%
S&P500 RETURNS
Last Week 0.75%
Last Month 4.15%
Last 3 Months 1.11%
Last 6 Months 13.28%
Last 12 Months 55.18%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -13.40%
(Annualized) -8.11%
RETURNS VS S&P500
Last Week 1.70%
Last Month 5.08%
Last 3 Months 7.45%
Last 6 Months 11.34%
Last 12 Months 69.31%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 21.55%
(Annualized) 12.82%


For 2010 YTD, the numbers are just as impressive. After today's gains, the YTD return will approach 6% while the SP500 is around 0.6%.



Beating Today MTD QTD YTD
SFCG 0.79% 2.14% 5.08% 5.08%
S&P 500 0.23% 1.02% 0.40% 0.40%
DOW 0.02% 0.76% -0.23% -0.23%
Nasdaq 0.32% 1.58% 0.19% 0.19%



For more information contact us at stonefox27@ymail.com.

Comments

Popular posts from this blog

Aurora Cannabis: Deal Or No Deal

C3.ai: Out Of Steam (Rating Downgrade)

Archer Aviation: Promising Developments