Week 4 Results: Account A: Return: +1.10% ^NDX: +0.37% AME*: .151 Account B: Return: +0.98% ^DJUSEN: -0.92% AME*: .183 Account C: Return: +0.25% ^DJGSP: -1.71% AME*: .229 Portfolio: Return: +0.92% ^DWC: -0.59% YTD Results: Account A: Return: +9.58% ^NDX: -6.60% AME*: .270 Account B: Return: +0.98% ^DJUSEN: -6.88% AME*: .264 Account C: Return: +23.04% ^DJGSP: +0.47% AME*: .261 Portfolio: Return: +8.94% ^DWC: -10.99% *AME = Average Market Exposure
"Past performance is not necessarily indicative of future results" Actually, given the risk level of January's trades - I'd say that January was an outlier month for this strategy. The bar's been set really high. 2.5%/month compounded gets me where I need to go - not exciting, but effective.
When you write "SOPIX(short)" does that mean you are shorting the short fund so that you are long Nasdaq-100?
No. I'm just indicating bias of the named fund, to benefit the casual observer. Edit: I just noticed that I had listed today's Account C trade incorrectly. The proper position is indeed short - however, the correct fund is SPPIX, not PMPIX. The other trades are listed correctly.