Every trade is counted

We include every trade generated by our system.

Results vs. Current Market Condition

Because we count returns of the positions sold in the month, market conditions are reflected in later months. For example, some of the impact of the 2008 meltdown showed up in early 2009 results.


Caution

When investing, please consider your own financial condition. Past performances do not guarantee future returns.

 

Real Time Records


Here are our detailed records of our gain/loss % of each month. Usually dividend is not counted, unless one time specific dividend is significant.

A+ Stocks Records
Month Gain/Loss % Month Gain/Loss % Month Gain/Loss %
Current 35.52% Jun-19 -0.77% May-19 -1.23%
Mar-19 1.37% Feb-19 2.68% Jan-19 0.70%
      Incl. current 2019 38.27%
        Dec-18 -10.88%
Oct-18 -1.71% Sep-18 -0.83% Jul-18 -0.10%
Jun-18 -1.22% May-18 -2.17% Apr-18 -1.32%
Mar-18 -1.07% Feb-18 -2.01% Jan-18 -0.32%
        2018 -21.62%
Dec-17 21.08% Nov-17 0.33% Oct-17 1.28%
Sep-17 1.41% Aug-17 -0.72% Jul-17 2.11%
Jun-17 0.97% May-17 -3.51% Apr-17 2.97%
Mar-17 -3.64% Feb-17 -2.32% Jan-17 -0.88%
        2017 19.08%
Dec-16 28.26% Nov-16 -0.52% Oct-16 1.48%
Sep-16 -1.52% Aug-16 0.67% Jul-16 -4.37%
Jun-16 -2.17% May-16 -4.63% Apr-16 -1.04%
Mar-16 -2.46% Feb-16 -5.55% Jan-16 -5.62%
        2016 2.53%
Dec-15 15.45% Nov-15 -0.55% Oct-15 -0.20%
Sep-15 -0.39% Aug-15 -1.33% Jul-15 -0.61%
Jun-15 -1.11% May-15 -2.41% Apr-15 0.29%
Mar-15 0.12% Feb-15 -1.99% Jan-15 -3.31%
        2015 3.96%
Dec-14 16.99% Nov-14 -1.96% Oct-14 -1.26%
Sep-14 0.05% Aug-14 0.57% Jul-14 -2.14%
Jun-14 -0.16% May-14 -7.33% Apr-14 -6.08%
Mar-14 -4.41% Feb-14 -3.24% Jan-14 -1.39%
        2014 -10.36%
Dec-13 61.44% Nov-13 0.39% Oct-13 8.02%
Sep-13 4.70% Aug-13 1.28% Jul-13 -0.18%
Jun-13 1.30% May-13 1.18% Apr-13 -0.85%
Mar-13 -1.61% Feb-13 -1.01% Jan-13 -1.78%
        2013 72.87%
Dec-12 31.27% Nov-12 2.92% Oct-12 0.74%
Sep-12 3.28% Aug-12 -2.95% Jul-12 0.21%
Jun-12 -0.45% May-12 -3.06% Apr-12 -2.74%
Mar-12 -1.02% Feb-12 -2.31% Jan-12 2.15%
        2012 28.04%
Dec-11 5.85% Nov-11 -1.38% Oct-11 -3.86%
Sep-11 -1.58% Aug-11 -7.86% Jul-11 -1.96%
Jun-11 5.68% May-11 -0.13% Apr-11 1.79%
Mar-11 -2.32% Feb-11 0.37% Jan-11 0.59%
        2011 -4.81%
Dec-10 4.82% Nov-10 -0.59% Oct-10 6.39%
Sep-10 -5.01% Aug-10 10.06% Jul-10 0.84%
Jun-10 4.53% May-10 8.40% Apr-10 6.23%
Mar-10 0.37% Feb-10 0.53% Jan-10 2.33%
        2010 38.90%
Dec-09 -2.40% Nov-09 4.06% Oct-09 9.17%
Sep-09 10.98% Aug-09 2.38% Jul-09 8.36%
Jun-09 8.48% May-09 2.52% Apr-09 0.30%
Mar-09 -5.43% Feb-09 -3.31% Jan-09 -4.39%
        2009 30.72%
Dec-08 -2.93% Nov-08 -5.33% Oct-08 -6.33%
Sep-08 -1.67% Aug-08 1.80% Jul-08 0.46%
Jun-08 -1.12% May-08 -1.04% Apr-08 -3.06%
Mar-08 -2.41% Feb-08 1.12% Jan-08 0.65%
        2008 -19.86%
Dec-07 -0.26% Nov-07 -0.53% Oct-07 -0.75%
Sep-07 2.58% Aug-07 0.00% Jul-07 9.79%
Jun-07 3.83% May-07 6.44% Apr-07 0.57%
Mar-07 1.10% Feb-07 0.80% Jan-07 5.44%
        2007 29.01%
Dec-06 1.36% Nov-06 2.60% Oct-06 1.99%
Sep-06 8.61% Aug-06 9.57% Jul-06 5.94%
Jun-06 -0.86% May-06 4.24% Apr-06 4.50%
Mar-06 4.48% Feb-06 5.72% Jan-06 3.52%
        2006 51.67%
Dec-05 2.65% Nov-05 1.18% Oct-05 0.65%
Sep-05 -0.96% Aug-05 2.98% Jul-05 3.57%
Jun-05 8.09% May-05 -0.88% Apr-05 2.75%
Mar-05 -1.05% Feb-05 1.99% Jan-05 15.56%
        2005 36.53%
Dec-04 -0.01% Nov-04 8.98% Oct-04 -1.38%
Sep-04 0.66% Aug-04 -1.03% Jul-04 11.00%
Jun-04 -1.05% May-04 8.34% Apr-04 7.00%
Mar-04 5.69% Feb-04 4.11% Jan-04 1.89%
        2004 44.20%


* Before 2012, we invested 1/30 of capital in each stock. Since 1/2/2012, we have invested1/50 of capital in each stock. The weighted average is counted accordingly. In order to clearly count performance for this change, we started our portfolio new from 1/2/2012.

* Gain/loss % for each month is for positions closed during the month. Because the positions are held anywhere from a few days to more than a year, the easiest way to count gain/loss is counting the positions closed during the period, just as filing tax.

* To be straightforward, the gain/loss is not compound when calculating annual gain/loss. Compounding would have made the overall performance better.