Small & Mid Cap Growth Performance

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 0.1% 0.6% -1.6% 1.2% -2.9% 0.6% 1.0% -3.1% -3.0% -1.6% 6.2% -2.9%
Acct Value End-of-Month Starting with $10k on Jan 1 $10,005 $10,066 $9,901 $10,020 $9,732 $9,792 $9,889 $9,580 $9,289 $9.,136 $9,708
Comments Note Note

2018 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return 4.4% 0.0% -0.4% 2.7% 8.3% 5.0% 6.8% 8.9% -3.6% -5.1% -2.0% -0.8% 25.6%
Account Value End-of-Month Starting with $10k on January 1 $10,444 $10,446 $10,401 $10,680 $11,563 $12,138 $12,957 $14,116 $13,611 $12,913 $12,658 $12,560
Comments

2017 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return 6.4% 0.6% 1.2% 3.4% 3.7% -2.5% 0.2% 4.3% 2.3% 1.7% -0.1% 0.1% 23.1%
Account Value End-of-Month Starting with $10k on January 1 $10,635 $10,696 $10,829 $11,195 $11,611 $11,320 $11,343 $11,829 $12,105 $12,315 $12,297 $12.311

2016 Results             Jul Aug Sep Oct Nov Dec Total
Return
Realized & Unrealized Autotrade Monthly Return 0.8% 1.7% -1.5% 0.6% 4.1% 1.6% 7.4%
Account Value End-of-Month Starting with $10k on January 1 $10,077 $10,246 $10,097 $10,160 $10,578 $10,743