Perry Kaufman

May 2024 Performance Report

Industry Benchmark Performance                                                                                       As of June 2, very few funds have posted returns. The chart below is accurate through April, but June returns are minimal. Source: BarclayHedge Indices. Kaufman’sMost Popular Books (available on Amazon) Trading Systems and Methods, 6th Edition. The complete guide to trading systems, with more than 250 programs and spreadsheets. The most […]

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April 2024 Performance Report

Industry Benchmark Performance                                                                                             As of May 2, the industry reported small losses in stocks and small gains in futures. Overall, futures seem to have the edge this year. But year-to-date returns are still positive, a good sign for investors. The Fed said that it would not raise rates, but cutting rates is all about inflation.

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March 2024 Performance Report

Industry Benchmark Performance                                                                                       Funds did well in March, but not as well as the overall stock index. Still, it’s a good start. Futures also did well, in particular the SG portfolios. It’s unusual to see all funds profitable! Kaufman’sMost Popular Books (available on Amazon) Trading Systems and Methods, 6th Edition. The complete guide to trading

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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

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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

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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

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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

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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

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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.

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