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 26 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% |
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-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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Comments |
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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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Comments |
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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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Comments |
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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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