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

Core Portfolio Performance

(08/01/2014 - 05/31/2017)

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%
07/2016$300,000.00+$0.00+0.00%+0.00%1930.67+0.00%+0.00%
08/2016$305,758.80+$5,758.80+1.92%+1.92%2003.37+3.77%+3.77%
09/2016$278,015.00-$27,743.80-9.07%-7.33%1972.29-1.55%+2.16%
10/2016$276,625.05-$1,389.95-0.50%-7.79%2018.05+2.32%+4.53%
11/2016$280,920.05+$4,295.00+1.55%-6.36%2067.56+2.45%+7.09%
12/2016$287,958.20+$7,038.15+2.51%-4.01%2058.9-0.42%+6.64%
01/2016$297,447.45+$9,489.25+3.30%-0.85%1994.99-3.10%+3.33%
02/2016$321,176.35+$23,728.90+7.98%+7.06%2104.5+5.49%+9.00%
03/2016$323,579.36+$2,403.01+0.75%+7.86%2067.89-1.74%+7.11%
04/2016$328,857.26+$5,277.90+1.63%+9.62%2085.21+0.84%+8.00%
05/2016$327,628.26-$1,229.00-0.37%+9.21%2107.39+1.06%+9.15%
06/2016$318,311.36-$9,316.90-2.84%+6.10%2063.12-2.10%+6.86%
07/2016$308,334.76-$9,976.60-3.13%+2.78%2103.84+1.97%+8.97%
08/2016$313,152.56+$4,817.80+1.56%+4.38%1972.18-6.26%+2.15%
09/2016$300,806.16-$12,346.40-3.94%+0.27%1920.03-2.64%-0.55%
10/2016$336,333.86+$35,527.70+11.81%+12.11%2079.36+8.30%+7.70%
11/2016$343,535.86+$7,202.00+2.14%+14.51%2081.41+0.10%+7.81%
12/2016$341,592.36-$1,943.50-0.57%+13.86%2043.94-1.80%+5.87%
01/2016$327,735.76-$13,856.60-4.06%+9.25%1940.24-5.07%+0.50%
02/2016$354,725.96+$26,990.20+8.24%+18.24%1932.23-0.41%+0.08%
03/2016$388,313.16+$33,587.20+9.47%+29.44%2059.74+6.60%+6.69%
04/2016$402,271.91+$13,958.75+3.59%+34.09%2065.43+0.28%+6.98%
05/2016$409,225.81+$6,953.90+1.73%+36.41%2096.96+1.53%+8.61%
06/2016$433,739.41+$24,513.60+5.99%+44.58%2098.96+0.10%+8.72%
07/2016$466,373.11+$32,633.70+7.52%+55.46%2173.6+3.56%+12.58%
08/2016$453,963.71-$12,409.40-2.66%+51.32%2170.95-0.12%+12.44%
09/2016$490,955.81+$36,992.10+8.15%+63.65%2168.27-0.12%+12.31%
10/2016$481,734.31-$9,221.50-1.88%+60.58%2126.15-1.94%+10.12%
11/2016$530,720.01+$48,985.70+10.17%+76.91%2198.81+3.42%+13.89%
12/2016$533,581.85+$2,861.84+0.54%+77.86%2238.83+1.82%+15.96%
01/2017$559,558.95+$25,977.10+4.88%+86.52%2278.87+1.79%+18.04%
02/2017$582,702.93+$23,143.98+4.14%+94.23%2363.64+3.72%+22.43%
03/2017$609,486.07+$26,783.14+4.60%+103.16%2362.72-0.40%+22.38%
04/2017$599,994.01-$9,492.06-1.56%+100.00%2384.20+0.91%+23.49%
05/2017$602,424.07+$2,430.06+0.41%+100.81%2411.80+1.16%+24.92%

 

 


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