- Study Dates (Iterative Backtesting Research): 01/01/2015 to 12/31/2019
- Validation Dates: 01/01/2020 to 11/30/2020
- Initial Portfolio Value: $ 100K – End Portfolio Value: $ 188K
- Strategy Total Return (no dividends): 88%
- Buy and Hold Total Return (no dividends): 60%
- VOO (S&P 500 ETF) Total Return: 12%
To see detailed strategy implementation, variable values and graphical representation buy the full report.
Thank you for your interest!