ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade
Typically 20 to 22 positions are open when the portfolio is fully allocated
| 2019 Results | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total Return
YTD |
| Realized & Unrealized Autotrade Monthly Return | 1.3% | 1.3% | 7.0% | 2.3% | -3.2% | 0.6% | 1.2% | -0.2% | -2.9% | -0.8% | 2.4% | | 9.7% |
| Account Value End-of-Month Starting with $10k on Jan 1 | $10,125 | $10,261 | $10,985 | $11,240 | $10,880 | $10,950 | $11,077 | $11,055 | $10,802 | $10,712 | $10,967 | | |
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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 | 7.0% | -0.3% | -0.1% | 1.8% | 7.7% | 4.2% | 6.9% | -1.7% | 1.3% | -5.0% | -0.6% | -1.8% | 20.3% |
| Account Value End-of-Month Starting with $10k on January 1 | $10,702 | $10,674 | $10,667 | $10,863 | $11,697 | $12,185 | $13,020 | $12,804 | $12,975 | $12,329 | $12,255 | $12,032 | |
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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 | |
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