Market Shadows... Still Beating the S & P 500

 

Our Virtual Value Portfolio is more than keeping up with the S & P 500.

As of April 30, 2013, our original $100,000 has grown to $117,523. This puts us at + 17.5% just six months and 4 days since our October 26, 2012 inception date. Annualized gain is at 34.4%.  Total return on our benchmark, the S&P 500, has been + 14.3% (+ 28.1% annualized).

We accomplished this 22.2% outperformance without employing any leverage. Our uninvested cash reserves stand at $7,784 or 6.6% of our total portfolio value. See our full

Value Portfolio details here including all open and close-out positions.