Sector Rotation Growth Performance

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 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal Return
YTD
Realized & Unrealized Autotrade Monthly Return7.1%16.0% 6.5%32.2%
Account Value End-of-Month Starting with $10k on Jan 1$10,709$12,420$13,223
Comment
2020 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal 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
2019 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal 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
Comment Note
2018 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal Return
Realized & Unrealized Autotrade Monthly Return4.1%-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
2017 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal Return
Realized & Unrealized Autotrade Monthly Return0.2%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