Portfolios

Three portfolios are updated in each weekly report. A brokerage account, an IRA account and a smaller trading account. These will reflect the transactions made in real time during the week as noted in the Trade Log. Positions are listed in order of position size as a way to illustrate priority of holdings.

Portfolio performance tracking was suspended as of April 6, 2014 because I actively manage risk in my own holdings in a way that is best for my personal situation and any pressure to maximize upside performance of a portfolio would be antithetical to how I manage the market in the real world, which is through risk management.

Actionable analysis on markets and individual stocks continues to be provided by which subscribers can effectively trade their accounts and I also note personal trades for subscribers in real time and update holdings each week in NFTRH, including snapshots of the current portfolios and performance of current positions.

Portfolio tracking up until April 6, 2014 is available for subscribers’ review and verification per request of reports from the 2008-2014 period.

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%