SPY 2011-2012 Performance - Simulation
Vortex AIM Results for SPY since 03-01-2011 @ 09-02-2012
The price of Spy has risen 6,54% since the start.
Action normally on Monday Closing Prices.
Current Portfolio Fixed & Variables settings are:
Starting Conditions 02-01-2011
Original investment =$ 20000
Stock= $ 5600
Cash= $ 14400
CER % = 70/30
Starting price =$ 127,05
Qty Shares = 44
Interest on cash = 2%
Trading costs $ 10,95/trade
Buying Aggression Factor = 0.8
Selling Aggression Factor = 0.6
Cash Limiting Factor = 60% (If Buy Amount > Reserve: Buy=0,6* Reserve
February 9 2011 Status
-Holding zone Sell = 7%
-Holding Zone Buy = 7%
-Portfolio ROTAI Gain = 20,32 %
-Time Average invested capital = $ 6483
-Share price chjange = 6,54%
-Portfolio ROI Simple = 6,59 %
-Number of trades in 2011 = 5 Incl. initial Buy
-Number of trades in 2012 = 1
-Trading Cost= $ 66 total
-Interest earned = $ 288
-Portfolio Value = $ 21450
-Stock Value = $ 8246
-Reserve = $ 13204
-CER % = 62/38
-Portfolio Profit = $ 1450
-Vortex AIM Trading Gain = $ 1450-288 = $ 1162 (without Interest on Reserve)
