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Please note that certification of this portfolio did not begin until 2017.

BigCap100 ten Daily Recommendations for a 20 day hold

Historic performance of the 5 daily "Long" recommendations from the BigCap100 list.
OEX (a Big Capitalization 100 tracking index) is used as the benchmark. 

5 Daily Recommendations *
Benchmark (OEX)
1 year
8 %
9 %
3 yr annualized
12 %
6 %
5 yr annualized
16 %
12 %

  * The returns shown assume investment of equal amounts each day in each recommended stock,  buying  at the opening price the day of recommendations, holding for 20 market days (about 1 month), selling at the closing price on the last day, and repeating with fresh recommendations.  The returns are calculated assuming a starting portfolio of $1 million and $8 commission paid on each buy and sell.

Cumulative returns Big Cap 100

  Big Cap 100 yearly return
These performance graphs - five years- visualize historic risks and returns - "past performance" - against the OEX index benchmark.  When the value of a line falls below a portion of the line to the left, there is risk. Both the benchmark and the recommendations have risk and rewards.

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