Portfolio Performance
 Core Portfolio
2014 - 2017
2009 - 2014
 $5K Portfolio
2014 - 2017
2009 - 2014
2001 - 2005
 Short Term Play
2014 - 2016
2012 - 2013
2010
2009
2008
 Portfolio from $5k to $1mil
Our Team in 2007 SLO

$5K Portfolio Performance

(08/01/2014 - 06/30/2017 )

Month-by-Month Performance via S&P 500 -

Month Balance mth G/L mth G/L% ttl G/L% sp 500 mth G/L% ttl G/L%
07/2014$20,000.00+$0.00+0.00%+0.00%1930.67+0.00%+0.00%
08/2014$21,935.60+$1,935.60+9.68%+9.68%2003.37+3.77%+3.77%
09/2014$20,972.40-$963.20-4.39%+4.86%1972.29-1.55%+2.16%
10/2014$21,149.93+$177.53+0.85%+5.75%2018.05+2.32%+4.53%
11/2014$21,066.85-$83.08-0.39%+5.33%2067.56+2.45%+7.09%
12/2014$24,135.68+$3,068.83+14.57%+20.68%2058.9-0.42%+6.64%
01/2015$22,356.33-$1,779.35-7.37%+11.78%1994.99-3.10%+3.33%
02/2015$24,299.89+$1,943.56+8.69%+21.50%2104.5+5.49%+9.00%
03/2015$26,470.11+$2,170.22+8.93%+32.35%2067.89-1.74%+7.11%
04/2015$25,688.85-$781.26-2.95%+28.44%2085.21+0.84%+8.00%
05/2015$24,642.86-$1,045.99-4.07%+23.21%2107.39+1.06%+9.15%
06/2015$20,999.74-$3,643.12-14.78%+5.00%2063.12-2.10%+6.86%
07/2015$21,108.28+$108.54+0.52%+5.54%2103.84+1.97%+8.97%
08/2015$18,772.04-$2,336.24-11.07%-6.14%1972.18-6.26%+2.15%
09/2015$22,078.52+$3,306.48+17.61%+10.39%1920.03-2.64%-0.55%
10/2015$19,770.64-$2,307.88-10.45%-1.15%2079.36+8.30%+7.70%
11/2015$16,374.51-$3,396.13-17.18%-18.13%2081.41+0.10%+7.81%
12/2015$15,423.77-$950.74-5.81%-22.88%2043.94-1.80%+5.87%
01/2016$14,996.15-$427.62-2.77%-25.02%1940.24-5.07%+0.50%
02/2016$15,709.25+$713.10+4.76%-21.45%1932.23-0.41%+0.08%
03/2016$28,783.01+$13,073.76+83.22%+43.92%2059.74+6.60%+6.69%
04/2016$27,583.07-$1,199.94-4.17%+37.92%2065.43+0.28%+6.98%
05/2016$33,718.79+$6,135.72+22.24%+68.59%2096.96+1.53%+8.61%
06/2016$37,491.59+$3,772.80+11.19%+87.46%2098.96+0.10%+8.72%
07/2016$40,749.90+$3,258.31+8.69%+103.75%2173.6+3.56%+12.58%
08/2016$37,539.02-$3,210.88-7.88%+87.70%2170.95-0.12%+12.44%
09/2016$41,655.42+$4,116.40+10.97%+108.28%2168.27-0.12%+12.31%
10/2016$41,735.17+$79.75+0.19%+108.68%2126.15-1.94%+10.12%
11/2016$41,382.84-$352.33-0.84%+106.91%2198.81+3.42%+13.89%
12/2016$39,100.81-$2,282.03-5.01%+95.50%2238.83+1.82%+15.96%
01/2017$39,224.32+$123.51+0.32%+96.12%2278.87+1.79%+18.04%
02/2017$41,525.47+$2,301.15+5.87%+107.63%2363.64+3.72%+22.43%
03/2017$38,792.39-$2,733.08-6.58%+93.96%2362.72-0.40%+22.38%
04/2017$38,149.15-$643.24-1.66%+90.75%2384.20+0.91%+23.49%
05/2017$39,125.06+$975.91+2.56%+95.63%2411.80+1.16%+24.92%
06/2017$40,897.96+$1,772.90+4.53%+104.49%2423.41+0.05%+25.52%

 

 

 


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