ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade. After Jan 2020, ROI calculations use commissions of $1.00 per equity trade. Typically 22 to 24 positions are open when the portfolio is fully allocated
| 2021 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return
YTD |
| Realized & Unrealized Autotrade Monthly Return | 7.1% | 16.0% | 6.5% | 4.2% | -0.8% | -3.1% | -5.4% | 3.3% | | | | | 29.5% |
| Account Value End-of-Month Starting with $10k on Jan 1 | $10,709 | $12,420 | $13,223 | $13,781 | $13,667 | $13,247 | $12,533 | $12,949 | | | | | |
| Comment | | | | | | | | | | | | | |
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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 | -0.3% | -8.5% | -9.0% | 9.3% | 6.1% | 1.0% | 2.0% | -0.5% | -1.0% | -4.4% | 13.9% | 5.6% | 12.3% |
| Account Value End-of-Month Starting with $10k on Jan 1 | $9,965 | $9,123 | $8,300 | $9,070 | $9,619 | $9,714 | $9,910 | $9,862 | $9,759 | $9,331 | $10,630 | $11,225 | |
| Comment | | | | | | | | | | | | | |
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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 | -0.4% | 4.6% | 1.9% | 1.7% | -3.9% | 0.1% | 1.4% | -1.7% | -3.8% | -1.1% | 2.0% | -1.9% | -1.2% |
| Account Value End-of-Month Starting with $10k on Jan 1 | $9,964 | $10,423 | $10,626 | $10,806 | $10,384 | $10,395 | $10,545 | $10,368 | $9,979 | $9,870 | $10,072 | $9,876 | |
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| 2018 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 4.1% | -0.3% | -0.1% | 1.8% | 4.8% | 4.2% | 0.5% | 3.1% | 1.3% | -4.6% | -0.9% | -2.2% | 11.8% |
| Account Value End-of-Month Starting with $10k on January 1 | $10,410 | $10,379 | $10,368 | $10,555 | $11,062 | $11,526 | $11,575 | $11,929 | $12,090 | $11,538 | $11,435 | $11,182 | |
| Comment | | | | | | | | | | | | | |
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| 2017 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return |
| Realized & Unrealized Autotrade Monthly Return | 0.2% | 0.9% | 0.6% | 2.4% | 3.7% | 1.6% | -0.3% | 1.4% | 2.1% | 4.3% | 1.2% | 1.6% | 21.5% |
| Account Value End-of-Month Starting with $10k on January 1 | $10,021 | $10,116 | $10,176 | $10,418
| $10,801 | $10,971 | $10,934 | $11,087 | $11,325 | $11,815 | $11,958 | $12,148 | |
| Comment | | | | | | | | | | | | | |
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