ROI results are calculated using commissions of $1.00 per equity trade. Typically, 25 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 | 2.5% | 1.9% | 2.2% | -6.9% | 0.2% | -5.9% | -0.2% | -2.7% | -1.1% | 0.9% | | | -9.3% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,247 | $10.440 | $10,669 | $9,926 | $9,945 | $9,353 | $9,330 | $9,081 | $8,986 | $9,068 | | | |
| Comments | | | | | | | | | | | | | |
| | | | | | | | | | | | | |
| 2021 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 4.9% | 8.1% | 2.3% | 3.2% | 2.5% | -2.3% | 0.1% | 1.0% | -5.6% | 3.3% | -4.7% | 2.7% | 16.0% |
| Acct Value End-of-Month Starting with $10k on Jan 1 | $10,493 | $11,346 | $11,613 | $11,983 | $12,284 | $12,007 | $12,022 | $12,146 | $11,467 | $11,844 | $11,293 | $11,598 | |
| Comments | | | | | | | | | | | | | |
| | | | | | | | | | | | | |
| 2020 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | | | | | | | | | | | 1.1% | 3.5% | 3.5% |
| Acct Value End-of-Month Starting with $10k on Nov 1 | | | | | | | | | | | $10,113 | $10,351 | |
| Comments | | | | | | | | | | | | | |
| | | | | | | | | | | | | |
