Monday, July 11, 2016

Performance Evaluation - July 8, 2016

Portfolio keeps out-performing the market by the grace of Almighty. YTD the model is up ~26%, while SP500 is up ~5.4%.

This performance is amplified in the aggressive portfolio, which is now up ~61% since January 1, 2016.

The basic tenants of out performance are:

1- Staying away from Stocks since September 2015
2- Having a well diversified portfolio in bull markets assets

These classifications of whether an asset class is in a Bull/Bear market is determined by proprietary models. Once you are on the right side of the market, gains will accumulate over time.

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