ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade for 2019, and $1.00 per equity trade for 2020 and beyond.
Typically 24 positions are open when the portfolio is fully allocated
| 2022 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return YTD |
| Realized & Unrealized Autotrade Monthly Return | 2.6% | 4.7% | 0.8% | -7.0% | 3.5% | -11.8% | -0.8% | -2.9% | -4.3% | 2.7% | | | -13.0% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,264 | $10,749 | $10,836 | $10,075 | $10,423 | $9,191 | $9,116 | $8,846 | $8,467 | $8,694 | | | |
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| 2021 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 4.3% | 7.8% | 1.9% | 6.9% | 3.1% | -4.4% | 5.7% | 10.5% | -6.8% | 6.7% | -2.9% | 4.8% | 29.7% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,432 | $11,248 | $11,466 | $12,253 | $12,629 | $12,075 | $12,519 | $12,828 | $11,958 | $12,754 | $12,380 | $12,974 | |
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| 2020 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 8.1% | -6.3% | -10.7% | 14.7% | 8.9% | -1.8% | 3.3% | 3.8% | 0.2% | -4.3% | 9.9% | 3.3% | 29.6% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,810 | $10,131 | $9,051 | $10,381 | $11,310 | $11,104 | $11,467 | $11,906 | $11,924 | $11,414 | $12,543 | $12,961 | |
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| 2019 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 2.7% | 1.9% | 0.7% | 0.8% | -1.4% | 1.6% | 1.8% | 0.3% | -1.5% | 0.7% | 2.3% | 1.4% | 11.7% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,266 | $10,462 | $10,534 | $10,614 | $10,468 | $10,639 | $10,827 | $10,858 | $10,690 | $10,765 | $11,012 | $11,167 | |
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