Portfolio Performance

graphPortfolio tracking is temporarily suspended as of NFTRH 285 (4.6.14) due to our need to trade this market and keep heavy cash levels, as opposed to hold positions. We hope to resume portfolio tracking when markets pivot and trends are established putting an intermediate or long-term trading regimen back in favor. Actionable analysis on markets and individual stocks continues to be provided by which subscribers can effectively trade their accounts.

Note (7.10.17):  The long-term trend in the stock market has remained intact. That trend is up. The long-term uptrend in Treasury bonds is also intact, but under pressure. A change in the macro backdrop (as indicated by a change in bond trends and yield spreads, for example) would call us to attention for big macro market changes. That would be an example of a time to return to setting more stable, longer-term portfolios. We seek after all, new trends, not mature ones.

Performance from original NFTRH baseline (9.28.08) as of 4.6.14: +152%

Using the disciplined analysis presented each week in NFTRH, we out performed the S&P 500 and the HUI Gold Bugs Index benchmarks as follows.

Snapshot: September 28, 2008 (NFTRH Launch) to July 28, 2013 total return:

  • NFTRH Speculation Portfolio +149% (32.5% Average Annual Return)
  • S&P 500 +39.5%
  • HUI Gold Bugs Index -22%