Performance

How We Are Doing Vs. The Market

Data is updated through 2022-05-31.

Magic Recipe and Quality Growth results are from inception in February 2016.

Spells Performance
Spell Performance vs S&P Outperform
blue wand Magic Recipe 91.01% -26.11% 1 of 5
Portfolio_1 64.62% -52.50%
Portfolio_2 146.74% 29.62%
Portfolio_3 36.01% -81.11%
Portfolio_4 112.24% -4.88%
Portfolio_5 95.45% -21.67%
orange wand Quality Growth 176.62% 59.50% 4 of 5
Portfolio_1 194.00% 76.88%
Portfolio_2 195.68% 78.56%
Portfolio_3 115.58% -1.54%
Portfolio_4 254.97% 137.85%
Portfolio_5 122.86% 5.74%

How Spells Performance Is Calculated

The Spells are "real money" portfolios, and are calculated similar to an actual stock portfolio. Each Spell is tracked by 5 portfolios, each of which began with $200,000 in capital. The portfolios were built and are managed using the following algorithm:

  1. Each quarter, purchase 5 current members of the Spell using 1/20th of initial capital (a "lot"). This means each initial position was allocated $10,000.
  2. After 1 year, the previous year's lot is examined, and any stocks not still in the Spell are sold. The remaining capital is evenly distributed amongst new positions. For example, if 3 stocks have dropped out, they are sold and the proceeds evenly divided to 3 new Spell members.
  3. Continue indefinitely...
Tracking Portfolios
blue wand Magic Recipe 91.01%
orange wand Quality Growth 176.62%
Updated Quarterly (latest 2022-05-31)