Performance
Data is updated through 2022-05-31.
Magic Recipe and Quality Growth results are from inception in February 2016.
Spell | Performance | vs S&P | Outperform |
---|---|---|---|
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% | |
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:
- 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.
- 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.
- Continue indefinitely...
Magic Recipe | 91.01% | |
Quality Growth | 176.62% |
Updated Quarterly (latest 2022-05-31)