For 2011 YTD, the model has outperformed the SP500 8.23% versus 4.75%. It's a shame that the graph doesn't reflect the great performance of the model, but for anybody interested in investing now it is clearly working as expected. If you click on the graph, once you get to Covestor.com you can click on the YTD to see how the model has done after getting over the initial startup hiccup.
The last 2 months are great examples of how the model works in up and down down markets. In April, the model outperformed the SP500 by a slight margin in a very bullish tape (3.14% vs 2.85%). May MTD though it's easily doing better then the market by only losing 1.53% vs 3.39% for the market. So it's capturing the upside on the good months and limiting the downside on the bad months.
This continues to be a great model for retirement money or just conservative investors. The limited trading and low 1.1% management fees via Covestor.com help it outperform more aggressive trading models. If interested in investing just click on the widget below and the follow the instructions. Naturally, you can also invest directly via Stone Fox Capital for portfolios greater then $100K. Please contact us directly at email@example.com.
|Inception Nov 02, 2010||S&P 500|
|Month to date (%)||-1.53||-3.39||-|
|1 month (%)||3.14||2.85||-|
|3 month (%)||7.12||6.03||-|
|Annualized since inception (%)||20.85||18.74||n/a|
|Since inception (%)||11.05||10.37||n/a|
Invest like me - only at Covestor.com