Aggressive Alpha Momentum (Simple)
A high-conviction aggressive strategy utilizing a 30% tilt toward leveraged Nasdaq-100 exposure for maximum growth potential. Optimized for high risk-adjusted returns by balancing tactical tech momentum with total U.S. stock market stability.
MODEL PORTFOLIO PERFORMANCE HISTORY
2026-06-28
Executive Summary
The Aggressive Alpha Momentum (Simple) model portfolio provides research-grade current exposure tracking and performance analysis. It achieved an inception-to-date Compound Annual Growth Rate (CAGR) of 17.29% with a Maximum Drawdown of -37.11%. Focusing on the most recent 5-year window, the portfolio maintained a CAGR of 11.56%. The model aggregates 80 completed trades with a Sharpe Ratio of 0.86.
Portfolio Performance Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 34.77% | 38.63% | 11.56% | 16.73% | 21.19% | 26.52% | 17.29% | 24.61% |
| Sharpe Ratio | 1.57 | 1.39 | 0.58 | 0.50 | 1.00 | 0.74 | 0.86 | 0.74 |
| Max Drawdown | -11.04% | -15.87% | -37.11% | -46.13% | -37.11% | -47.76% | -37.11% | -47.76% |
| % Time Invested | 100.0% | 100.0% | 90.4% | 100.0% | 94.2% | 100.0% | 95.7% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 5.6 | 0.0 | 5.4 | 0.0 | 4.5 | 0.0 |
Active Portfolio Composition
| Ticker | Description & Strategy | Style | Max Weight | Current Exposure | Last Action |
|---|---|---|---|---|---|
| TQQQ | ProShares Ultrapro QQQ (3x Leveraged NASDAQ 100) Excess Return SMA | Investing | 30% | 🔒 30% | 🔒 Gated Action |
| VTI | Vanguard Total Stock Market Index Fund ETF Excess Return SMA | Investing | 45% | 🔒 45% | 🔒 Gated Action |
| RSP | Invesco S&P 500 Equal Weight ETF Excess Return SMA | Investing | 25% | 🔒 25% | 🔒 Gated Action |
Cumulative Growth Performance
Asset Correlation & Trend Shifts
Analyze how different assets move together and how active strategy trends affect their relationship. Lookback Period:
Portfolio Type / Trend Phase:
Trend Insights
Currently showing the baseline correlation structure of the raw ETFs over the entire simulation period.
Asset Correlation Matrix
-1.0 (Inverse) 0.0 (Neutral) +1.0 (Positive)
Top 5 Diversifier Suggestions
Suggested assets with the lowest correlation to your active portfolio over the selected window:
Alternatives Return vs. Correlation Space
Unified Portfolio Activity Log
Aggregated trade execution history across all portfolio members with portfolio-level weight allocation.
Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Ticker | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden To protect active quantitative strategies, real-time allocations, pending next-day rebalances, and recent transactions (last 7 days) are not shown for free accounts. Upgrade to Premium to Unlock | ||||||||
| 2026-04-15 | 2026-06-08 | TQQQ | Completed | 30% | $53.57 | $76.86 | 43.40% | Stop |
| 2026-03-23 | 2026-04-15 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2026-03-02 | 2026-03-23 | TQQQ | Completed | 30% | $47.38 | $45.04 | -5.00% | Stop |
| 2026-02-05 | 2026-03-02 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2025-12-03 | 2026-02-05 | TQQQ | Completed | 30% | $54.48 | $48.31 | -11.38% | Stop |
| 2025-11-10 | 2025-12-03 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2025-04-23 | 2025-11-10 | TQQQ | Completed | 30% | $24.45 | $55.04 | 125.00% | Stop |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-31 | 2025-04-23 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-15 | 2025-04-07 | RSP | Completed | 25% | $150.40 | $150.52 | 0.03% | Stop |
| 2023-11-08 | 2025-04-07 | VTI | Completed | 45% | $208.74 | $236.52 | 13.25% | Stop |
| 2025-03-20 | 2025-03-31 | TQQQ | Completed | 30% | $30.03 | $27.17 | -9.57% | Stop |
| 2025-02-26 | 2025-03-20 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-01-17 | 2025-02-26 | TQQQ | Completed | 30% | $41.43 | $38.90 | -6.15% | Stop |
| 2024-12-23 | 2025-01-17 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-09-27 | 2024-12-23 | TQQQ | Completed | 30% | $36.33 | $41.31 | 13.67% | Stop |
| 2024-09-05 | 2024-09-27 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2024-08-12 | 2024-09-05 | TQQQ | Completed | 30% | $29.13 | $30.07 | 3.17% | Stop |
| 2024-07-19 | 2024-08-12 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2024-05-10 | 2024-07-19 | TQQQ | Completed | 30% | $29.08 | $35.81 | 23.05% | Stop |
| 2024-04-18 | 2024-05-10 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2023-11-07 | 2024-04-18 | TQQQ | Completed | 30% | $18.64 | $26.40 | 41.58% | Stop |
| 2023-10-24 | 2023-12-15 | CASH (CASH) | Interest | 25% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2022-11-07 | 2023-11-08 | CASH (CASH) | Interest | 45% | $1.00 | $1.05 | 5.11% | Interest Income |
| 2023-01-19 | 2023-11-07 | CASH (CASH) | Interest | 30% | $1.00 | $1.04 | 4.21% | Interest Income |
| 2023-04-04 | 2023-10-24 | RSP | Completed | 25% | $137.48 | $130.81 | -4.90% | Stop |
| 2022-12-12 | 2023-04-04 | CASH (CASH) | Interest | 25% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2023-01-18 | 2023-01-19 | TQQQ | Completed | 30% | $9.88 | $9.15 | -7.38% | Stop |
| 2022-10-20 | 2023-01-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2022-10-18 | 2022-12-12 | RSP | Completed | 25% | $125.41 | $135.52 | 8.01% | Signal |
| 2022-10-18 | 2022-11-07 | VTI | Completed | 45% | $178.60 | $179.97 | 0.72% | Signal |
| 2022-10-18 | 2022-10-20 | TQQQ | Completed | 30% | $9.97 | $9.23 | -7.43% | Signal |
| 2022-09-26 | 2022-10-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-09-26 | 2022-10-18 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-09-26 | 2022-10-18 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-09-15 | 2022-09-26 | TQQQ | Completed | 30% | $12.36 | $10.11 | -18.28% | Stop |
| 2022-06-07 | 2022-09-26 | RSP | Completed | 25% | $137.11 | $122.10 | -10.99% | Stop |
| 2022-05-25 | 2022-09-26 | VTI | Completed | 45% | $184.49 | $174.19 | -5.63% | Stop |
| 2022-08-23 | 2022-09-15 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-08-05 | 2022-08-23 | TQQQ | Completed | 30% | $16.44 | $15.49 | -5.86% | Stop |
| 2022-07-14 | 2022-08-05 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2022-07-07 | 2022-07-14 | TQQQ | Completed | 30% | $12.60 | $11.69 | -7.29% | Stop |
| 2022-06-13 | 2022-07-07 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-05-31 | 2022-06-13 | TQQQ | Completed | 30% | $15.90 | $11.59 | -27.15% | Stop |
| 2022-05-13 | 2022-06-07 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2022-05-06 | 2022-05-31 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2022-05-03 | 2022-05-25 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-24 | 2022-05-13 | RSP | Completed | 25% | $68.08 | $132.62 | 94.71% | Stop |
| 2022-05-02 | 2022-05-06 | TQQQ | Completed | 30% | $17.31 | $16.76 | -3.25% | Stop |
| 2020-03-24 | 2022-05-03 | VTI | Completed | 45% | $107.06 | $196.29 | 83.26% | Stop |
| 2022-04-07 | 2022-05-02 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2022-03-09 | 2022-04-07 | TQQQ | Completed | 30% | $21.68 | $25.42 | 17.19% | Stop |
| 2022-02-14 | 2022-03-09 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-02-01 | 2022-02-14 | TQQQ | Completed | 30% | $29.81 | $25.26 | -15.29% | Stop |
| 2022-01-07 | 2022-02-01 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2021-12-29 | 2022-01-07 | TQQQ | Completed | 30% | $40.91 | $35.55 | -13.12% | Stop |
| 2021-12-06 | 2021-12-29 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2021-10-13 | 2021-12-06 | TQQQ | Completed | 30% | $30.03 | $35.96 | 19.67% | Stop |
| 2021-09-21 | 2021-10-13 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2021-06-04 | 2021-09-21 | TQQQ | Completed | 30% | $24.03 | $32.33 | 34.47% | Stop |
| 2021-05-12 | 2021-06-04 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2021-03-18 | 2021-05-12 | TQQQ | Completed | 30% | $21.40 | $21.73 | 1.52% | Stop |
| 2021-02-24 | 2021-03-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-11-18 | 2021-02-24 | TQQQ | Completed | 30% | $17.46 | $22.26 | 27.44% | Stop |
| 2020-10-27 | 2020-11-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-09-29 | 2020-10-27 | TQQQ | Completed | 30% | $15.46 | $16.03 | 3.65% | Stop |
| 2020-09-04 | 2020-09-29 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-08-18 | 2020-09-04 | TQQQ | Completed | 30% | $15.93 | $17.36 | 8.90% | Stop |
| 2020-07-27 | 2020-08-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-07-08 | 2020-07-27 | TQQQ | Completed | 30% | $13.18 | $12.96 | -1.72% | Stop |
| 2020-06-15 | 2020-07-08 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-05-14 | 2020-06-15 | TQQQ | Completed | 30% | $8.12 | $9.68 | 19.11% | Stop |
| 2020-04-22 | 2020-05-14 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-04-16 | 2020-04-22 | TQQQ | Completed | 30% | $7.62 | $7.29 | -4.40% | Stop |
| 2020-03-24 | 2020-04-16 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-18 | 2020-03-24 | TQQQ | Completed | 30% | $4.33 | $4.92 | 13.52% | Stop |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-02-25 | 2020-03-18 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-15 | 2020-03-02 | VTI | Completed | 45% | $118.04 | $137.81 | 16.69% | Stop |
| 2019-01-15 | 2020-03-02 | RSP | Completed | 25% | $83.82 | $92.81 | 10.66% | Stop |
| 2019-11-19 | 2020-02-25 | TQQQ | Completed | 30% | $9.13 | $11.69 | 28.05% | Stop |
| 2019-10-03 | 2019-11-19 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2019-08-28 | 2019-10-03 | TQQQ | Completed | 30% | $6.82 | $6.81 | -0.21% | Stop |
| 2019-08-06 | 2019-08-28 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-06-05 | 2019-08-06 | TQQQ | Completed | 30% | $6.24 | $6.77 | 8.42% | Stop |
| 2019-05-13 | 2019-06-05 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2019-01-11 | 2019-05-13 | TQQQ | Completed | 30% | $4.92 | $6.74 | 36.93% | Stop |
| 2018-12-20 | 2019-01-15 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-20 | 2019-01-15 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-18 | 2019-01-11 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-09-26 | 2018-12-20 | RSP | Completed | 25% | $70.20 | $79.97 | 13.87% | Stop |
| 2016-08-24 | 2018-12-20 | VTI | Completed | 45% | $95.66 | $113.19 | 18.27% | Stop |
| 2018-12-07 | 2018-12-18 | TQQQ | Completed | 30% | $5.67 | $4.89 | -13.74% | Stop |
| 2018-11-13 | 2018-12-07 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-10-31 | 2018-11-13 | TQQQ | Completed | 30% | $6.11 | $5.89 | -3.52% | Stop |
| 2018-10-09 | 2018-10-31 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-05-17 | 2018-10-09 | TQQQ | Completed | 30% | $6.48 | $7.59 | 17.03% | Stop |
| 2018-04-25 | 2018-05-17 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2018-04-17 | 2018-04-25 | TQQQ | Completed | 30% | $6.08 | $5.47 | -10.13% | Stop |
| 2018-03-23 | 2018-04-17 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2018-03-01 | 2018-03-23 | TQQQ | Completed | 30% | $6.62 | $6.04 | -8.69% | Stop |
| 2018-02-06 | 2018-03-01 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2017-07-31 | 2018-02-06 | TQQQ | Completed | 30% | $4.46 | $5.43 | 21.78% | Stop |
| 2017-07-07 | 2017-07-31 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2016-07-20 | 2017-07-07 | TQQQ | Completed | 30% | $2.20 | $3.82 | 73.65% | Stop |
| 2016-05-20 | 2016-09-26 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2016-07-27 | 2016-08-24 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-09-17 | 2016-07-27 | VTI | Completed | 45% | $86.45 | $94.79 | 9.60% | Signal |
| 2016-06-27 | 2016-07-20 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-05-24 | 2016-06-27 | TQQQ | Completed | 30% | $1.89 | $1.71 | -9.45% | Stop |
| 2016-05-02 | 2016-05-24 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-02-09 | 2016-05-20 | RSP | Completed | 25% | $57.26 | $65.84 | 14.93% | Signal |
| 2016-03-02 | 2016-05-02 | TQQQ | Completed | 30% | $1.83 | $1.85 | 0.80% | Stop |
| 2016-02-08 | 2016-03-02 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-01-15 | 2016-02-09 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-01-28 | 2016-02-08 | TQQQ | Completed | 30% | $1.69 | $1.40 | -17.02% | Stop |
| 2016-01-05 | 2016-01-28 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2011-08-30 | 2016-01-15 | RSP | Completed | 25% | $35.11 | $58.07 | 65.33% | Stop |
| 2015-10-21 | 2016-01-05 | TQQQ | Completed | 30% | $2.11 | $2.15 | 2.25% | Stop |
| 2015-09-29 | 2015-10-21 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-09-15 | 2015-09-29 | TQQQ | Completed | 30% | $1.93 | $1.66 | -14.08% | Stop |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-21 | 2015-09-15 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-31 | 2015-08-25 | VTI | Completed | 45% | $48.55 | $84.59 | 74.13% | Stop |
| 2015-01-12 | 2015-08-21 | TQQQ | Completed | 30% | $1.91 | $2.00 | 4.68% | Stop |
| 2014-12-17 | 2015-01-12 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-11-04 | 2014-12-17 | TQQQ | Completed | 30% | $1.83 | $1.75 | -4.44% | Stop |
| 2014-10-13 | 2014-11-04 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-04-30 | 2014-10-13 | TQQQ | Completed | 30% | $1.17 | $1.48 | 26.72% | Stop |
| 2014-04-07 | 2014-04-30 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-02-27 | 2014-04-07 | TQQQ | Completed | 30% | $1.31 | $1.14 | -13.12% | Stop |
| 2014-02-04 | 2014-02-27 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2013-07-17 | 2014-02-04 | TQQQ | Completed | 30% | $0.79 | $1.09 | 38.42% | Stop |
| 2013-06-24 | 2013-07-17 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-11-08 | 2013-06-24 | TQQQ | Completed | 30% | $0.49 | $0.62 | 26.87% | Stop |
| 2012-10-15 | 2012-11-08 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-06-26 | 2012-10-15 | TQQQ | Completed | 30% | $0.46 | $0.56 | 22.23% | Stop |
| 2012-06-04 | 2012-06-26 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-05-16 | 2012-06-04 | TQQQ | Completed | 30% | $0.49 | $0.42 | -14.29% | Stop |
| 2012-04-24 | 2012-05-16 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-02-06 | 2012-04-24 | TQQQ | Completed | 30% | $0.46 | $0.53 | 15.25% | Stop |
| 2012-02-02 | 2012-02-06 | CASH (CASH) | Interest | 30% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-09 | 2011-08-31 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-06-01 | 2011-08-09 | VTI | Completed | 45% | $41.72 | $44.93 | 7.65% | Stop |
| 2010-06-01 | 2011-08-08 | RSP | Completed | 25% | $30.62 | $33.74 | 10.14% | Stop |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-09-15 | 2010-05-07 | RSP | Completed | 25% | $28.13 | $31.53 | 12.04% | Stop |
| 2009-07-22 | 2010-05-07 | VTI | Completed | 45% | $35.40 | $43.40 | 22.55% | Stop |
| 2008-06-13 | 2009-09-15 | CASH (CASH) | Interest | 25% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2008-07-16 | 2009-07-22 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2008-02-12 | 2008-07-16 | VTI | Completed | 45% | $48.31 | $44.09 | -8.77% | Stop |
| 2008-02-01 | 2008-06-13 | RSP | Completed | 25% | $33.37 | $32.84 | -1.63% | Signal |
| 2008-01-18 | 2008-02-12 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2008-01-09 | 2008-02-01 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2003-09-05 | 2008-01-18 | VTI | Completed | 45% | $32.69 | $47.33 | 44.70% | Stop |
| 2005-04-26 | 2008-01-09 | RSP | Completed | 25% | $26.51 | $32.46 | 22.36% | Stop |
| 2005-04-22 | 2005-04-26 | CASH (CASH) | Interest | 25% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2003-06-13 | 2003-09-05 | CASH (CASH) | Interest | 45% | $1.00 | $1.00 | 0.21% | Interest Income |