Tuesday, July 27, 2010

Growth Portfolio Beating 95.7% of Portfolios Over 2 Years

Over the last 2 years, the Growth Portfolio has beaten 95.7% of the portfolios tracked on Marketocracy.com. Still leaves some room for improvement but still a very solid performance. The last 3 months through June were very disappointing, but its still encouraging that the portfolio beat all but 4% of the portfolios over that time period. Q3 is starting off very solid with a 12.5% gain with 3 days left in July. Counting normalized fees, the portfolio is beating the SP500 by roughly 12% per year.


ALL RANKINGS FOR YOUR FUND
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2008 27.4% 40.1%




Dec 31, 2008 88.8% 30.2% 33.7%



Mar 31, 2009 87.7% 33.4% 23.9%



Jun 30, 2009 93.0% 99.1% Q: Top Quartile 97.6% Q: Top Quartile 89.9% Q: Top Quartile


Sep 30, 2009 93.2% 94.5% Q: Top Quartile 99.0% Q: Top Quartile 98.5% Q: Top Quartile


Dec 31, 2009 76.1% 39.5% 90.3% Q: Top Quartile 97.9% Q: Top Quartile


Mar 31, 2010 91.2% 96.6% Q: Top Quartile 92.1% Q: Top Quartile 99.3% Q: Top Quartile


Jun 30, 2010 7.4% 7.2% 49.6% 85.4% Q: Top Quartile 95.7% Q: Top Quartile


Anybody interested in learning more about this portfolio, please see the info on the right side of the blog or contact me at stonefox27@ymail.com.

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