Portfolio 1 Outstanding Returns

The chart above shows the returns of Portfolio 1, one of two in-house portfolio’s we actively manage via Interactive Brokers. The portfolio was constructed utilizing SAFEai, our proprietary analytics model and data repository which our app is built around. The returns are from 1/2/23 through the close of the market on 5/19/23. Contrast Portfolio 1’s approximately 20% return with the S&P 500 which has only returned 7.5% over the same timeframe. Portfolio 1 is outperforming S&P 500 by an amazing 167% midway through the year! The portfolio’s average monthly return is 4%.

When looking at the equal weight S&P 500 index the returns are even more impressive. The equal weight S&P 500 is DOWN 2%. At this rate Portfolio 1 would end the year with returns near 50%. Do we expect this to happen, NO! Could it happen, absolutely, but we know markets don’t go up forever so we are expecting a pullback later this year of between 5 to 15% due to the slowing economy. If this happens, we’ll view it as a great buying opportunity. As is always the case with stock investing, quality stock selection is KEY to maximizing returns; which we’ve demonstrated by Portfolio 1’s 167% outperformance relative to the S&P 500.

Check out the superior returns of our second portfolio, Portfolio 2 >>