If there’s sufficient interest, I’ll share the method to my madness with people I know who ask to hear about it, but only via email<\/b>. The short of it is, I’m testing a stock strategy out (*not* with real money). I track my results on a weekly basis. Occasionally I’ll post them here. This is the first time I will have posted results so I’m sure the format can improve.<\/p>\n
I calculate absolute results for my returns and compare my results to an average of the Dow, Nasdaq and S&P 500 as well as an average of 10 mutual funds that I currently or recently had real money in. I calculate both weekly returns and keep absolute portfolio balances for the strategy (and the indexes). My balances are normalized to the start date of the test, however, I also recalculate cumulative average weekly rates of return starting each week I’ve run the test. I’ll summarize those results with the simplest labels I can here.<\/p>\n
I’ll call my fund “stocks”, the 3-index fund “index” and the 10-mutual fund “mutuals”<\/p>\n
This week’s returns:
\nIndex: 1.59%
\nMutuals: 1.75%
\nStocks: 1.24%<\/p>\n
Stocks performance this week relative to:
\nMutuals: -.51%
\nIndex: -.35%<\/p>\n
Average weekly performance since inception (note: weekly rates, not annual rates):
\nIndex: -.28%
\nMutuals: -.35%
\nStocks: .34%<\/p>\n
Stocks average weekly performance since inception relative to:
\nMutuals: .72%
\nIndex: .65%<\/p>\n
Current balances (all funds started with $25,000 on 7\/19\/07):
\nIndex: $22656.28
\nMutual: $22200.33
\nStock: $25583.92<\/p>\n
Annualized Rate of Return for funds:
\nIndex: -14.88%
\nMutual: -17.67%
\nStock: 3.85%<\/p>\n
That’s all for now…<\/p>\n","protected":false},"excerpt":{"rendered":"
If there’s sufficient interest, I’ll share the method to my madness with people I know who ask to hear about it, but only via email. The short of it is, I’m testing a stock strategy out (*not* with real money). I track my results on a weekly basis. Occasionally I’ll \u2026 Continue reading