Performance

February 2024 Performance Report

Industry Benchmark Performance                                                                                         Decent gains in all managed funds in February, with no losses year-to-date. Hedge funds are lagging the S&P 500 and our performance, no doubt due to a smaller allocation to the high-tech stocks. Kaufman’sMost Popular Books (available on Amazon) Trading Systems and Methods, 6th Edition. The complete guide to trading systems, with […]

February 2024 Performance Report Read More »

December 2023 Performance Report

Industry Benchmark Performance                                                                                             As of January 1, very few funds have posted performance. The CTA benchmark have a few entries, but the equity funds have none posted. The 2023 table shows performance through November. Kaufman’sMost Popular Books (available on Amazon) Trading Systems and Methods, 6th Edition. The complete guide to trading systems, with more than

December 2023 Performance Report Read More »

November 2023 Performance Report

Industry Benchmark Performance                                                                                             Reports show that November recovered from October losses, moving the equity index markets to profits. Now that the Fed seems to have indicated that it is done raising rates, the market may start to trend. CTAs however have yet to find the same trend. Kaufman’sMost Popular Books (available on Amazon) Trading Systems

November 2023 Performance Report Read More »

October 2023 Performance Report

Industry Benchmark Performance                                                                                       Early reporting shows small losses in both equities and futures. However, both remain positive for the year. The industry has been waiting for the Fed to stop raising rates. Wednesday’s meeting could be the turning point. Kaufman’sMost Popular Books (available on Amazon) Trading Systems and Methods, 6th Edition. The complete guide to

October 2023 Performance Report Read More »

September 2023 Performance Report

 Industry Benchmark Performance                                                                                             Early reporting shows small losses in equities and small gains in futures. However, both remain positive for the year. Most profits occur when there are strong trends, but this has not been the pattern for the past year. The Industry is holding its own, waiting for better times. That may be as

September 2023 Performance Report Read More »

August 2023 Performance Report

Industry Benchmark Performance                                                                                             Another month of “wait-and-see” if the Fed is done raising rates. The first 2/3 of the month saw performance decline and the last 1/3 saw it rise, just not enough to offset the earlier losses. However, the market remains optimistic.                 Hedge funds held onto profits after taking small losses for August.

August 2023 Performance Report Read More »

July 2023 Performance Report

Please note that the Timing 10 returns have changed. We had inadvertently posted the returns of the previous version of the strategy during the past two months. That has been corrected. Industry Benchmark Performance                                                                                  Industry gains for equities in July but lagging far behind the gains of the major index markets. It is understandable that

July 2023 Performance Report Read More »

June 2023 Performance Report

Industry Benchmark Performance                                                                                             June performance for both equities and futures was surprisingly poor given that the S&P is now better by 16% and Nasdaq by 39% for the year. Granted, the gains seem to be limited to the tech and AI stocks, but the difference is remarkably large. It does show how difficult it can

June 2023 Performance Report Read More »

May 2023 Performance Report

Industry Benchmark Performance                                                                                            May equity funds posted small losses even in the face of a resolution to end the debt crisis. But then the market has been driven by a few large cap stocks let by Nvidia. Futures were flat, leaving those funds slightly lower for the year. It is likely that we won’t see

May 2023 Performance Report Read More »

Scroll to Top