Tracking Portfolios

Measuring Our Performance

Data is updated through 2017-11-30.

Spells Performance
Spell Performance vs S&P Outperform
blue wand Magic Recipe 26.78% -4.11% 2 of 5
Portfolio_1 14.53% -16.36%
Portfolio_2 39.98% 9.09%
Portfolio_3 21.24% -9.65%
Portfolio_4 30.98% 0.09%
Portfolio_5 27.15% -3.74%
purple wand Deep Value 20.76% -10.13% 2 of 5
Portfolio_1 10.39% -20.50%
Portfolio_2 -6.05% -36.94%
Portfolio_3 33.06% 2.17%
Portfolio_4 52.30% 21.41%
Portfolio_5 14.10% -16.79%
orange wand Quality Growth 41.49% 10.60% 5 of 5
Portfolio_1 44.39% 13.50%
Portfolio_2 39.30% 8.41%
Portfolio_3 42.50% 11.61%
Portfolio_4 48.06% 17.17%
Portfolio_5 33.22% 2.33%
green wand Green Team 5.15% -0.80% 2 of 5
Portfolio_1 6.37% 0.42%
Portfolio_2 6.43% 0.48%
Portfolio_3 3.77% -2.18%
Portfolio_4 3.61% -2.34%
Portfolio_5 5.55% -0.40%
Business Model Rating Performance
Biz Rating Performance vs S&P
red dot Red Rating (unattractive) 2.58% -8.37%
yellow dot Yellow Rating (somewhat attractive) 15.69% 5.09%
green dot Green Rating (highly attractive) 13.86% 3.01%