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 Mothly Performance
(02/01/2009-07/31/2014)

Core Porfolio Inception Date: 01/31/2009.

Initial Investment: $224,312.60

For our trading strategy for Core Portfolio, please visit our Subscription page.

We started our Core Portfolio on 02/01/2009. Here is the monthly return via S&P 500 index.

  Core Portfolio S&P 500
Date Value mth G/L mth G/L% ttll G/L% S&P500 mth G/L mth G/L% ttll G/L%
01/2009 $224,312.60 $0.00 0.00% 0.00% 825.88 0.00 0.00% 0.00%
02/2009 $196,988.20 -$27,324.40 -12.18% -12.18% 735.09 -90.79 -10.99% -10.99%
03/2009 $225,180.20 $28,192.00 +14.31% +0.39% 797.87 62.78 +8.54% -3.39%
04/2009 $290,495.70 $65,315.50 +29.01% +29.50% 872.81 74.94 +9.39% +5.68%
05/2009 $303,613.20 $13,117.50 +4.52% +35.05% 919.14 46.33 +5.31% +11.29%
06/2009 $287,749.33 -$15,863.87 -5.23% +28.28% 919.32 0.18 +0.02% +11.31%
07/2009 $327,016.20 $39,266.87 +13.65% +45.79% 987.48 68.16 +7.41% +19.57%
08/2009 $378,000.96 $50,984.76 +15.59% +68.52% 1,020.62 33.14 +3.36% +23.58%
09/2009 $426,518.20 $48,517.24 +12.84% +90.14% 1,057.08 36.46 +3.57% +27.99%
10/2009 $388,639.20 -$37,879.00 -8.88% +73.26% 1,036.19 -20.89 -1.98% +25.46%
11/2009 $397,893.20 $9,254.00 +2.38% +77.38% 1,095.63 59.44 +5.74% +32.66%
12/2009 $429,582.70 $31,689.50 +7.96% +91.51% 1,121.83 26.20 +2.39% +35.83%
01/2010 $427,117.20 -$2,465.50 -0.57% +90.41% 1,073.69 -47.96 -4.28% +30.03%
02/2010 $435,713.70 $8,596.50 +2.01% +94.24% 1,104.49 +30.62 +2.85% +33.73%
03/2010 $487,952.70 $52,139.00 +11.97% +117.49% 1,169.43 +64.94 +5.88% +41.60%
04/2010 $541,995.10 $54,142.40 +11.10% +141.62% 1,186.68 +17.25 +1.48% +43.69%
05/2010 $465,725.80 -$76,269.30 -14.07% +107.62% 1,089.41 -97.27 -8.20% +31.91%
06/2010 $423,476.30 -$42,249.50 -9.07% +88.79% 1,030.71 -58.70 -5.39% +24.80%
07/2010 $470,183.00 $46,706.70 +11.03% +109.61% 1,101.60 +70.89 +6.88% +33.38%
08/2010 $422,993.70 -$47.189.30 -10.04% +88.57% 1,049.33 -52.27 -4.74% +27.06%
09/2010 $472,956.40 $49,962.70 +11.81% +110.85% 1,141.20 +91.81 +8.76% +38.18%
10/2010 $473,288.70 $332.30 +0.07% +111.00% 1,183.26 +42.05 +3.69% +43.27%
11/2010 $455,337.70 -$17,955.00 -3.79% +102.99% 1,180.55 -2.71 -0.23% +42.94%
12/2010 $498,111.80 $42,778.10 +9.39% +122.06% 1,257.64 +77.09 +6.53% +52.28%
01/2011 $502,642.50 $4,530.70 +0.91% +124.08% 1,286.12 +28.48 +2.26% +55.73%
02/2011 $534,785.30 $32,142.80 +6.39% +138.22% 1,327.22 +41.10 +3.20% +60.70%
03/2011 $512,123.00 -$22,662.30 -4.24% +128.31% 1,325.83 -1.39 -0.10% +60.54%
04/2011 $523,552.40 $11,429.40 +2.23% +133.40% 1,363.61 +37.78 +2.85% +65.11%
05/2011 $499,646.38 -$23,906.02 -4.57% +122.75% 1,345.20 -18.41 -1.35% +62.88%
06/2011 $476,019.16 -$23,627.22 -4.73% +112.21% 1,320.64 -24.56 -1.63% +59.91%
07/2011 $465,680.12 -$10,339.04 -2.17% +107.60% 1,292.28 -28.36 -2.15% +56.47%
08/2011 $426,791.42 -$38,888.70 -8.35% +90.27% 1,218.89 -73.39 -5.68% +47.59%
09/2011 $370,949.92 -$55,841.50 -13.08% +65.37% 1,131.42 -87.47 -7.18% +37.00%
10/2011 $408,452.52 $37,502.60 +10.11% +82.09% 1,253.30 +121.88 +10.77% +51.75%
11/2011 $434,436.52 $25,984.00 +6.36% +93.67% 1,246.96 -6.34 -0.51% +50.99%
12/2011 $462,775.62 $28,339.10 +6.52% +106.31% 1,257.60 +10.64 +0.85% +52.27%
01/2012 $516,144.02 $53,368.40 +11.53% +130.10% 1,312.41 +54.81 +4.36% +58.91%
02/2012 $533,874.32 $17,730.30 +3.44% +138.00% 1,365.68 +53.27 +4.06% +65.36%
03/2012 $527,892.62 -$5,981.70 -1.12% +135.34% 1,408.47 +42.79 +3.13% +70.54%
04/2012 $499,590.52 -$28,302.10 -5.36% +122.72% 1,397.91 -10.56 -0.75% +69.26%
05/2012 $438,144.02 -$61,446.50 -12.30% +95.33% 1,310.33 -87.58 -6.27% +58.66%
06/2012 $453,789.12 $15,645.10 +3.57% +102.30% 1,362.12 +51.79 +3.95% +64.93%
07/2012 $473,754.92 $19,965.80 +4.40% +112.20% 1,375.32 +13.20 +0.97% +66.53%
08/2012 $527,689.72 $53,934.80 +11.38% +135.25% 1,406.58 +31.26 +2.27% +70.31%
09/2012 $591,996.52 $64,306.80 +12.19% +163.92% 1,440.67 +34.09 +2.42% +74.44%
10/2012 $567,180.62 -$24,815.90 -4.19% +152.85% 1,412.16 -28.51 -1.98% +70.99%
11/2012 $593,267.32 $26,086.70 +4.60% +164.48% 1,416.18 +4.02 +0.28% +71.48%
12/2012 $608,604.92 $15,337.60 +2.59% +171.32% 1,426.19 +10.01 +0.71% +72.69%
01/2013 $622,240.12 $13,635.20 +2.24% +177.40% 1,498.11 +71.92 +5.04% +81.40%
02/2013 $604,622.12. -$17,618.00 -2.83% +169.54% 1,514.68 +16.57 +1.11% +83.40%
03/2013 $606,478.12 $1,856.00 +0.31% +170.37% 1,569.19 +54.51 +3.60% +90.00%
04/2013 $601,605.62 -$4,872.50 -0.80% +168.20% 1,597.57 +28.38 +1.81% +93.44%
05/2013 $664,738.02 $56,133.10 +9.22% +196.34% 1,630.74 +33.17 +2.08% +97.45%
06/2013 $654,134.62 -$10,603.40 -1.60% +191.50% 1,606.28 -24.46 -1.50% +94.49%
07/2013 $683,677.12 $29,542.50 +4.52% +204.79% 1,685.73 +79.45 +4.95 +104.11%
08/2013 $692,341.52 $8,664.40 +1.27% +208.65% 1,632.97 -52.76 -3.13% +97.72%
09/2013 $720,535.02 $28,193.50 +4.07% +221.22% 1,681.55 +48.58 +2.97% +103.61%
10/2013 $754,883.02 $34,348.00 +4.77% +236.53% 1,756.54 +74.99 +4.46% +112.69%
11/2013 $786,586.02 $31,703.00 +4.20% +250.67% 1,805.81 +49.27 +2.80% +118.65%
12/2013 $845,919.02 $59,333.00 +7.54% +277.12% 1,848.36 +42.55 +2.36% +123.80%
01/2014 $899,778.02 $53,859.00 +6.37% +301.13% 1,782.59 -65.77 -3.56% +115.84%
02/2014 $947,292.22 $47,514.20 +5.28% +322.31% 1,859.45 +76.86 +4.31% +125.15%
03/2014 $906,265.22 -$41,027.00 -4.33% +304.02% 1,872.34 +12.89 +0.69% +126.71%
04/2014 $876,433.22 -$29,832.00 -3.29% +290.72% 1,883.95 +11.61 +0.62% +128.11%
05/2014 $863,173.22 -$13,260.00 -1.51% +284.81% 1,923.57 +39.62 +2.10% +132.91%
06/2014 $935,265.92 $72,092.70 +8.35% +316.95% 1,960.23 +36.66 +1.91% +137.35%
07/2014 $910,280.92 -$24,985.00 -2.67% +305.81% 1,930.67 -29.56 -1.51% +133.77%

Notes:

1. Date - Month's ending date.
2. Portfolio (S&P 500) - Portfolio (S&P 500) value at the month's closing date.
3. mth G/L - monthly Portfolio (S&P 500) value changes.
4. mth G/L% - monthly Portfolio (S&P 500) percentage return.
5. ttl G/L% - Portfolio (S&P 500) total return up to that month.


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