Performance Review 2/28/13
PERFORMANCE REVIEW 2/28/13
PERFORMANCE CHART – FEBRUARY 28, 2013
The chart below is for the performance of our tracking funds at Marketocracy.com (they track the general directions of the positioning that we mention on this site). These four funds were mentioned in the Reflections/Why section at the beginning of this site in January 2008.
The chart here is for the composite index based on the four funds. The overall track record goes back to 2002 (before this website) and was for the first five years primarily a long gold defensive approach with some stocks. In 2005, leverage and long/short strategies that incorporated ETF’s were added to the mix. Figures are based on quarterly values.
Since December 31 2011 the Bernanke strategy of providing an economic windshield based on asset prices has had the S&P 500 market gaining on our portfolio performance.