|
|
|
Returns are after all implied fees including 5c/share transaction fees,
SEC fees, management and administration fees of 1.95% |
| Returns | GRQ/M | S&P500 | GRQ/M vs S&P500 |
|---|---|---|---|
| Last Week | 4.32% | -3.34% | 7.66% |
| Last Month | 2.19% | -1.87% | 4.06% |
| Last 3 Months | 1.78% | 0.72% | 1.06% |
| Last 6 Months | -8.00% | 8.32% | -16.32% |
| Last Year | -25.21% | 2.03% | -27.24% |
| Last 2 Years | -24.89% | 21.78% | -46.67% |
| Last 3 Years | -36.10% | 55.21% | -91.31% |
| Last 5 Years | -20.92% | 0.25% | -21.17% |
| Since Inception | 147.26% | 34.78% | 112.49% |
| (Annualized) | 8.65% | 2.77% | 5.88% |
| Symbol | Name | Price | Shares | Value | % Fund |
|---|---|---|---|---|---|
| SH | ProShares Short S&P500 | 36.81 | 35,590 | $1,310,032 | 19.48% |
| DUG | ProShares UltraShort Oil & Gas | 25.50 | 46,190 | $1,177,845 | 17.51% |
| EUM | ProShares Short MSCI Emerging | 30.68 | 38,060 | $1,167,681 | 17.36% |
| DOG | ProShares Short Dow30 | 36.24 | 28,990 | $1,050,598 | 15.62% |
| RWM | ProShares Short Russell2000 | 27.09 | 38,710 | $1,048,654 | 15.59% |
| Total | $5,754,810 | 85.57% |
I began investing in 1989, and since that glorious day that so dramatically changed my life, I have been on a quest to discover the optimal way to make money in the financial markets over the long term. My starting goal was to beat the performance of the stock indexes. If I could beat the indexes by say 5% each year, then could that 5% out-performance be turned into 10%. If 10% was achievable, then what about 15%, or 20%, or 30%?
Performance above and beyond what the stock indexes delivers is known as Alpha, and that was part of the name I selected for the investment research project I began in 1999 to find this champion of all investment strategies, and thus the AlphaKing investment research project was born. The goal of the research project was to find through testing – both in historical and forward tests – as many investment elements that have proven out-performance value as possible, and, once isolated, the search moved onto the optimal combination of these winning investment elements.
History for me is the life of the financial markets, as I was wary of unwittingly isolating what works in recent times, only to find out the strategy failed to live up to expectations going forward. History shows us that bust follows every boom, as well as boom following every bust, with the lag between the two often brutally long. That signaled to me that whatever winning strategy I was able to isolate had to be able to offer out-performance potential in even the most severe and prolonged bear markets, as well as offering to deliver the performance during more favorable trading environments.
Along with promising to deliver performance in both bull and bear periods, the other prime determining factor when selecting the optimal investment strategy was 'Show me the money' performance with the least amount of volatility. The journey to find this killer all-weather trading strategy was often long and difficult, though long-story-short: the research yielded results far beyond even my wildest dreams, and I am proud to partner with Marketocracy to offer this killer strategy to those investors seeking professional money management via their mFolio managed account option. Click on the strategy link for more information.
Kevin Wilde, Chief Trading Strategist, AlphaKing.com
Sign up to receive periodic news about our best investors: the "Marketocracy Masters".
