Track Records



Each and Every Trade

Regular dividend not counted; Compounding during the year not counted



Equally Weighted

1/30 of capital in each stock before 2012; 1/50 of capital in each stock since 1/2/2012



Compare to SP500 Annually

To compare directly, we changed to use beginning of year price in Jan. and year end price in Dec.

Month Gain/Loss % Month Gain/Loss % Month Gain/Loss %
  Current30.96%Nov20210.45%
Aug2021-3.78%Jul20210.68%Jun2021-0.07%
Apr2021-0.34%Feb2021-0.24%Jan2021-0.90%
    202126.76%
    Dec202058.99%
Oct2020-1.02%Aug20200.83%Jul2020-0.35%
Jun2020-0.70%May2020-2.04%Jan2020-0.46%
    202055.25%
    Dec201929.91%
Oct20191.08%Sep20190.22%Aug20190.37%
Jul20192.26%Jun2019-0.77%May2019-1.23%
Mar20191.37%Feb20192.68%Jan20190.70%
    201936.59%
    Dec2018-10.88%
Oct2018-1.71%Sep2018-0.83%Jul2018-0.10%
Jun2018-1.22%May2018-2.17%Apr2018-1.32%
Mar2018-1.07%Feb2018-2.01%Jan2018-0.32%
    2018-21.63%
Dec201721.08%Nov20170.33%Oct20171.28%
Sep20171.41%Aug2017-0.72%Jul20172.11%
Jun20170.97%May2017-3.51%Apr20172.97%
Mar2017-3.64%Feb2017-2.32%Jan2017-0.88%
    201719.08%
Dec201628.26%Nov2016-0.52%Oct20161.48%
Sep2016-1.52%Aug20160.67%Jul2016-4.37%
Jun2016-2.17%May2016-4.63%Apr2016-1.04%
Mar2016-2.46%Feb2016-5.55%Jan2016-5.62%
    20162.53%
Dec201515.45%Nov2015-0.55%Oct2015-0.20%
Sep2015-0.39%Aug2015-1.33%Jul2015-0.61%
Jun2015-1.11%May2015-2.41%Apr20150.29%
Mar20150.12%Feb2015-1.99%Jan2015-3.31%
    20153.96%
Dec201416.99%Nov2014-1.96%Oct2014-1.26%
Sep20140.05%Aug20140.57%Jul2014-2.14%
Jun2014-0.16%May2014-7.33%Apr2014-6.08%
Mar2014-4.41%Feb2014-3.24%Jan2014-1.39%
    2014-10.36%
Dec201361.44%Nov20130.39%Oct20138.02%
Sep20134.70%Aug20131.28%Jul2013-0.18%
Jun20131.30%May20131.18%Apr2013-0.85%
Mar2013-1.61%Feb2013-1.01%Jan2013-1.78%
    201372.88%
Dec201231.27%Nov20122.92%Oct20120.74%
Sep20123.28%Aug2012-2.95%Jul20120.21%
Jun2012-0.45%May2012-3.06%Apr2012-2.74%
Mar2012-1.02%Feb2012-2.31%Jan20122.15%
    201228.04%
Dec20115.85%Nov2011-1.38%Oct2011-3.86%
Sep2011-1.58%Aug2011-7.86%Jul2011-1.96%
Jun20115.68%May2011-0.13%Apr20111.79%
Mar2011-2.32%Feb20110.37%Jan20110.59%
    2011-4.81%
Dec20104.82%Nov2010-0.59%Oct20106.39%
Sep2010-5.01%Aug201010.06%Jul20100.84%
Jun20104.53%May20108.40%Apr20106.23%
Mar20100.37%Feb20100.53%Jan20102.33%
    201038.90%
Dec2009-2.40%Nov20094.06%Oct20099.17%
Sep200910.98%Aug20092.38%Jul20098.36%
Jun20098.48%May20092.52%Apr20090.30%
Mar2009-5.43%Feb2009-3.31%Jan2009-4.39%
    200930.72%
Dec2008-2.93%Nov2008-5.33%Oct2008-6.33%
Sep2008-1.67%Aug20081.80%Jul20080.46%
Jun2008-1.12%May2008-1.04%Apr2008-3.06%
Mar2008-2.41%Feb20081.12%Jan20080.65%
    2008-19.86%
Dec2007-0.26%Nov2007-0.53%Oct2007-0.75%
Sep20072.58%Aug20070.00%Jul20079.79%
Jun20073.83%May20076.44%Apr20070.57%
Mar20071.10%Feb20070.80%Jan20075.44%
    200729.01%
Dec20061.36%Nov20062.60%Oct20061.99%
Sep20068.61%Aug20069.57%Jul20065.94%
Jun2006-0.86%May20064.24%Apr20064.50%
Mar20064.48%Feb20065.72%Jan20063.52%
    200651.67%
Dec20052.65%Nov20051.18%Oct20050.65%
Sep2005-0.96%Aug20052.98%Jul20053.57%
Jun20058.09%May2005-0.88%Apr20052.75%
Mar2005-1.05%Feb20051.99%Jan200515.56%
    200536.53%
Dec2004-0.01%Nov20048.98%Oct2004-1.38%
Sep20040.66%Aug2004-1.03%Jul200411.00%
Jun2004-1.05%May20048.34%Apr20047.00%
Mar20045.69%Feb20044.11%Jan20041.89%
    200444.20%
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