Small & Mid Cap Growth Performance

For 2019 and earlier, ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade.  For 2020 and beyond the ROI is calculated using commissions of $1 per equity trade.  Typically, 20 to 22 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 2.7% 9.7% 4.2% 1.7% 2.2% -2.2% -1.9% 5.6% 23.4%
Acct Value End-of-Month Starting with $10k on Jan 1 $10,272 $11,266 $11,740 $11,943 $12,204 $11,941 $11,689 $12,345
Comments

2020 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return 0.6% -6.2% -11.8% 5.5% 11.3% -0.4% 2.3% 0.5% -2.0% 0.0% 11.4% 6.5% 16.3%
Acct Value End-of-Month Starting with $10k on Jan 1 $10,056 $9,427 $8,313 $8,770 $9,762 $9,726 $9,944 $9,993 $9,779 $9,799 $10,914 11,628
Comments

2019 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return -0.2% 0.8% -1.5% 1.0% -2.9% 1.1% 5.4% -7.5% -3.1% 0.5% 3.8% -1.0% -4.2%
Acct Value End-of-Month Starting with $10k on Jan 1 $9,975 $10,053 $9,899 $10,001 $9,711 $9,818 $10,350 $9,572 $9,278 $9,322 $9,679 $9,583
Comments Note Note

2018 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return 3.6% -0.5% 1.7% 1.4% 7.0% 3.2% 2.5% 5.7% 0.5% -4.1% -2.6% -0.6% 18.7%
Account Value End-of-Month Starting with $10k on January 1 $10,359 $10,312 $10,486 $10,635 $11,381 $11,744 $12,035 $12,721 $12,784 $12,258 $11,939 $11,868
Comments

2017 Results Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Return
Realized & Unrealized Autotrade Monthly Return 4.6% 0.4% 1.1% 3.6% 2.1% -0.2% 0.7% 0.1% 1.1% 1.1% 0.2% 0.0% 15.6%
Account Value End-of-Month Starting with $10k on January 1 $10,462 $10,500 $10,613 $10,996 $11,231 $11,207 $11,290 $11,298 $11,420 $11,542 $11,566 $11,564

2016 Results             Jul Aug Sep Oct Nov Dec Total
Return
Realized & Unrealized Autotrade Monthly Return 0.8% 1.7% -2.5% 0.3% 3.3% 1.7% 5.3%
Account Value End-of-Month Starting with $10k on January 1 $10,077 $10,246 $10,001 $10,029 $10,357 $10,531