|
2008 PERFORMANCE
2007 Performance
Year 2006
-
10-K Model Portfolio Results
Start value on 1/1/2006 = $10,000
|
Month |
Monthly Profit |
Portfolio
Value |
YTD
% Profit |
|
Jan 06 |
$1,982 |
$11,982 |
19.82% |
|
Feb 06 |
$2,062 |
$14,047 |
37.06% |
|
Mar
06 |
$1,904 |
$15,951 |
50.62% |
|
Apr
06 |
$1,931 |
$17,882 |
62.73% |
|
May
06 |
$4,447 |
$22,329 |
87.60% |
|
Jun
06 |
$2,116 |
$24,445 |
97.08% |
|
Jul
06 |
$5,150 |
$29,595 |
118.15% |
|
Aug
06 |
$5,401 |
$34,996 |
136.40% |
|
Sep 06 |
$11,520 |
$46,516 |
169.32% |
|
Oct 06 |
$8,861 |
$55,377 |
191.36% |
|
Nov 06 |
$12,205 |
$67,582 |
213.4% |
|
Dec 06 |
$10,746 |
$78,328 |
229.3% |
|
*
The 10k model
begins from January of every year. Profits and
losses are calculated based on closed positions
in a given month for swing trades (stocks have
been held for 2 days). Profits and losses are pooled
with the remaining capital for later
transactions. Then an average value is obtained
by finding the mean of the gain or loss
proportions. Note that all trades are based on
equal allocation ($10,000) of capital to each stock.
|
2005 PERFORMANCE
Year 2006
-
20K Model Portfolio Results
Start value on 1/1/2005 =
$20,000
|
Month |
Monthly Profit |
Portfolio
Value |
YTD
% Profit |
|
Jan 2005 |
-$1,200 |
$18,800 |
-6.0% |
|
Feb 2005 |
$3,102 |
$21,902 |
+16.5% |
|
Mar 2005 |
$0.0 |
$21,902 |
0.0% * |
|
Apr 2005 |
$4,038 |
$25,940 |
+34.94% |
|
May 2005 |
$2,850 |
$28,790 |
+45.93% |
|
Jun 2005 |
$3,857 |
$32,647 |
+59.33% |
|
Jul 2005 |
$3,026 |
$35,673 |
+68.6% |
|
Aug
2005 |
$1,723 |
$37,396 |
+73.43% |
|
Sep 2005 |
$2,572 |
$39,968 |
+80.31% |
|
Oct 2005 |
$2,789 |
$42,757 |
+87.29% |
|
Nov 2005 |
$5,579 |
$48,336 |
+100.34% |
|
Dec 2005 |
$1,914 |
$50,250 |
+104.3% |
* The calculation
is based on the equal allocation of your capital
to each stock pick for all the closed positions
(actual winners and losers) at the end of each
month.
2003 - 2004 -
2005
TRACK RECORDS
|
Investing Performance |
2003 Performance |
2004 Performance |
2005 Performance |
2006 Performance |
|
PAY
PER STOCK PICKS |
+65% |
+97% |
+106% * |
+229% |
|
Dow
Jones |
+25.3% |
+3.1
% |
-0.6% |
+16.28% |
|
S&P
500 |
+26.4% |
+9.0
% |
+3.0
% |
+13.61% |
|
NASDAQ |
+50.0% |
+8.6% |
+1.4% |
+9.52% |
*
2005 shows a
higher return compare to 2003-2004 because we improved our strategy.
|
