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.
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