The following chart and table shows the performance of The 12% Solution for the full year 2023. Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index. While much of the year had been neck-and-neck, SPY pulled slightly ahead in the last two months. That is, assuming we rebalanced on the first day of the month. If we had adhered to the book and rebalanced at the close of trading on the last trading day of the month, our strategy would have taken the lead - slightly. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2023 YTD (through October 31). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
While much of the year has been neck-and-neck, our strategy has pulled ahead in the last two months. This, while the S&P 500 has suffered a correction (at least 10% down from the most recent high). Let's get the details... The following chart and table shows the performance of The 12% Solution for 2023 YTD (through July 3). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
While much of the year has been neck-and-neck, our strategy is beginning to pull ahead. Let's get the details... The following chart and table shows the performance of The 12% Solution monthly trading strategy for January 2023. Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Both our strategy and the S&P 500 are coming out of the gate strong in 2023, with our strategy edging out SPY for the month of January. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 (final figures for the year). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 were down for the year. It was a tough year for investors across the board, the worst since the financial crisis of 2008. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 YTD (through December 1). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 are down for the year. It's been a tough year so far. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 YTD (through November 1). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 are down for the year. It's been a tough year so far. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 YTD (through October 3). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 are down for the year. It's been a tough year so far. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 YTD (through September 1). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 are down for the year. It's been a tough year so far. Let's get the details... The following chart and table shows the performance of The 12% Solution for 2022 YTD (through August 1). Our benchmark for this post is SPY, the popular ETF that mirrors the S&P 500 index.
Yes, both our strategy and the S&P 500 are down for the year. It's been a tough year so far. Let's get the details... |
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May 2024
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