TRACK-RECORD #14
Another month has passed. We’re tracking our portfolios built using AVI strategies.
Old strategies
First, the older strategies. These are three portfolios that were launched 14 months ago on 22.10.2024 - the INDIGO, GREEN, and YELLOW strategies. Here are screenshots of the IB accounts where we implemented these strategies. The table below shows the results of these strategies over 14 months:
As we can see, two strategies significantly outperformed the market index, while one (YELLOW) lagged slightly. If, however, an investor had held - as we did - all three portfolios corresponding to the three strategies, they would be outperforming the market by 8.72% as of today, 14 months after the start of the investment.
However, we can’t draw any far-reaching conclusions from this yet; 14 months is not a serious time horizon for a long-term investor. At least 3-5 years! Let’s wait and see. We have plenty of time ahead!
New strategies
Without drawing any conclusions at all, let’s take a look at the results of two months of investing across 4 new strategies, the portfolios for which we launched on October 22 of this year. These include 2 new strategies from which we expect growth: POWER and EMERALD. Screenshots are below
Here is a table of the results:
Here, one strategy outperformed the market, while the other lagged significantly behind. As a reminder, the POWER strategy launched 2 months ago, replacing the ORANGE strategy. Therefore, it didn’t start with $15K like the other new strategies, but with the amount you see in the table - though not in the screenshot: since for IB it’s still the same account, it tracks the performance from the very beginning - 22.10.2024. And everything looks great there: a 48% return over 14 months.
But we actually tweaked the strategy’s parameters slightly 2 months ago; it has essentially become a different strategy. We renamed it POWER, and we have to count honestly: not 14 months, but only 2 months with this new strategy; not 48% profit, but only 7.4%; and not over 14 months, but only over 2 months of investing.
Another new strategy - STABILITY - was created not to impress with high growth, but to demonstrate lower volatility. That said, no one would object if it also outperformed the market. But so far, it hasn’t been very successful.
And the last - the seventh - strategy was also designed not to deliver outstanding results in terms of asset growth. It is aimed at a consistently high dividend stream. Here’s how it performed over 2 months:
As we can see, assets have declined. But the average annual dividend under this strategy consistently exceeds 3% of the investor’s assets. For those who need a steady cash flow - such as retirees - this might be
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