This is an Update on my recent remarks to Ocroft on the Vortex AIM:
SPY Portfolio 01-03-2011----- > 13-06-2014
Portfolio at June 13th 2014. Amounts in Dollars
Initial Investment = 20000
Starting Equity Price = 127,05
Added a various intermediate times = 30000
Total Injected Cash =50000
End Equity Price = 194,13
End Capital = 56088
End Equity = 971. . . This is due to the steadily rising prices and selling off equity and stacking the Reserve.
[At this point it would obviously have been more profitable to stop the selling much earlier and to let the profit accumulate during the rising trend]
Time Average Investment for the ~3,5 yeas = 4855
Profit for the Period = 5214
ROTAI Yield = 23,6% per year
Interest gains on Reserve = 1585
[A basic interest rate of 2% per year was used. Interest accumulated at each update of the Portfolio]
Trading Cost = 339
Dividend Received = 260
[Some Dividend have not been added yet. . .I need to check this and correct for the ones I missed]
Price increase on Equity for the 3,45 years 127,05----- > 194,13 ----- > 53,8 % or 15,3 %/year.
The Vortex Method for this cats achieved an annual yield of 23,61 % which is 54 % higher than the Buy & Hold Yield would have been.
Considering that with more attention to the Up-trend of SPY in the 3,5 years the Yield would have been considerably higher if I had applied the Selling Brake.
In the typical AIM used now-a-days this would be achieved with executing a Vealie :-)
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