Back to Performance
Annual Detail
2017
Annual Return
+26.27%
Monthly Returns
Monthly Detail
| Month | Return | Portfolio Value | # Stocks | Holdings |
|---|---|---|---|---|
| January 2017 – February 2017 | +2.90% | $6.08M | 25 | View |
| February 2017 – March 2017 | -1.09% | $6.01M | 25 | View |
| March 2017 – April 2017 | +1.37% | $6.10M | 25 | View |
| April 2017 – May 2017 | -2.88% | $5.92M | 25 | View |
| May 2017 – June 2017 | +1.89% | $6.03M | 25 | View |
| June 2017 – July 2017 | +4.86% | $6.33M | 25 | View |
| July 2017 – August 2017 | -1.25% | $6.25M | 25 | View |
| August 2017 – September 2017 | +6.94% | $6.68M | 25 | View |
| September 2017 – October 2017 | +4.31% | $6.97M | 25 | View |
| October 2017 – November 2017 | +1.12% | $7.05M | 25 | View |
| November 2017 – December 2017 | +2.97% | $7.26M | 20 | View |
| December 2017 – January 2018 | +2.85% | $7.46M | 20 | View |