Past 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 %
Current22.09% Sep-19 0.22% Aug-19 0.37%
Jul-19 2.26% Jun-19 -0.77% May-19 -1.23%
Mar-19 1.37% Feb-19 2.68% Jan-19 0.70%
      Incl. current 2019 27.69%
        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%
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