Large Cap Growth Performance

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% -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
Comments

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
Comments

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
Comments

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
Comments

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