Classic 60/40The professional-grade standard balanced portfolio. Combines 60% global equities with 40% aggregate bonds to provide diversified exposure and a favorable balance between risk and long-term capital growth.
MODEL PORTFOLIO PERFORMANCE HISTORY
2026-05-05
Executive Summary
The Classic 60/40 model portfolio achieved a Compound Annual Growth Rate (CAGR) of 7.2% with a Maximum Drawdown of -12.6%. The portfolio currently aggregates 108 completed trades across its constituent members, maintaining a Sharpe Ratio of 0.96.
Target Portfolio Composition
| Ticker | Description & Strategy | Method | Weight |
|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust Excess Return MMA | Investing | 60% |
| AGG | iShares Core U.S. Aggregate Bond ETF Excess Return MMA | Investing | 40% |
Portfolio Performance Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 16.26% | 19.56% | 6.93% | 8.18% | 9.52% | 10.06% | 7.16% | 7.68% |
| Sharpe Ratio | 2.06 | 2.27 | 0.94 | 0.72 | 1.20 | 0.85 | 0.96 | 0.66 |
| Max Drawdown | -5.70% | -5.86% | -10.23% | -20.54% | -10.23% | -21.72% | -12.59% | -34.70% |
| % Time Invested | 100.0% | 100.0% | 93.5% | 100.0% | 96.0% | 100.0% | 87.2% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 4.0 | 0.0 | 4.1 | 0.0 | 3.2 | 0.0 |
Cumulative Growth Performance
Unified Portfolio Activity Log
Aggregated trade execution history across all portfolio members with portfolio-level weight allocation.
Trade History
| Entry Date | Exit Date | Ticker | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 2025-11-05 | Open | AGG | Open | 13.33% | $98.15 | $98.77 | 0.63% | Mark-to-Market |
| 2025-09-10 | Open | SPY | Open | 20% | $648.12 | $723.77 | 11.67% | Mark-to-Market |
| 2025-09-08 | Open | AGG | Open | 13.33% | $97.74 | $98.77 | 1.06% | Mark-to-Market |
| 2025-04-30 | Open | SPY | Open | 20% | $541.36 | $723.77 | 33.69% | Mark-to-Market |
| 2026-04-06 | Open | CASH | Interest | 20% | $1.00 | $1.00 | 0.37% | Mark-to-Market |
| 2026-03-06 | Open | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.71% | Mark-to-Market |
| 2025-05-01 | 2026-04-06 | SPY | Completed | 20% | $554.02 | $655.86 | 18.38% | Signal |
| 2025-08-25 | 2026-03-06 | AGG | Completed | 13.33% | $96.33 | $99.30 | 3.08% | Signal |
| 2025-10-14 | 2025-11-05 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-08-05 | 2025-10-14 | AGG | Completed | 13.33% | $94.20 | $98.29 | 4.35% | Signal |
| 2025-07-17 | 2025-09-10 | CASH | Interest | 20% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2025-03-18 | 2025-09-08 | CASH | Interest | 13.33% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2025-08-01 | 2025-08-25 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-29 | 2025-08-01 | AGG | Completed | 13.33% | $94.64 | $96.00 | 1.43% | Signal |
| 2025-04-30 | 2025-07-17 | SPY | Completed | 20% | $541.36 | $619.15 | 14.37% | Signal |
| 2025-03-28 | 2025-05-01 | CASH | Interest | 20% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH | Interest | 20% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH | Interest | 20% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-23 | 2025-04-29 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2023-11-08 | 2025-04-07 | SPY | Completed | 20% | $424.11 | $483.65 | 14.04% | Stop |
| 2023-04-17 | 2025-04-07 | SPY | Completed | 20% | $396.83 | $483.65 | 21.88% | Stop |
| 2024-01-02 | 2025-03-28 | SPY | Completed | 20% | $459.51 | $559.12 | 21.68% | Signal |
| 2024-04-11 | 2025-03-18 | AGG | Completed | 13.33% | $88.57 | $93.89 | 6.01% | Signal |
| 2024-08-05 | 2024-12-23 | AGG | Completed | 13.33% | $94.20 | $92.01 | -2.32% | Signal |
| 2024-05-09 | 2024-08-05 | CASH | Interest | 13.33% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2021-11-02 | 2024-08-05 | CASH | Interest | 13.33% | $1.00 | $1.10 | 9.94% | Interest Income |
| 2024-01-18 | 2024-05-09 | AGG | Completed | 13.33% | $89.78 | $89.05 | -0.82% | Signal |
| 2023-09-14 | 2024-04-11 | CASH | Interest | 13.33% | $1.00 | $1.02 | 2.45% | Interest Income |
| 2023-07-07 | 2024-01-18 | CASH | Interest | 13.33% | $1.00 | $1.02 | 2.26% | Interest Income |
| 2023-11-07 | 2024-01-02 | CASH | Interest | 20% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2022-11-15 | 2023-11-08 | CASH | Interest | 20% | $1.00 | $1.04 | 3.79% | Interest Income |
| 2023-01-27 | 2023-11-07 | SPY | Completed | 20% | $386.97 | $422.31 | 9.13% | Signal |
| 2023-06-26 | 2023-09-14 | AGG | Completed | 13.33% | $88.35 | $86.77 | -1.79% | Signal |
| 2023-06-16 | 2023-07-07 | AGG | Completed | 13.33% | $87.99 | $86.71 | -1.45% | Signal |
| 2022-01-24 | 2023-06-26 | CASH | Interest | 13.33% | $1.00 | $1.05 | 4.58% | Interest Income |
| 2023-05-24 | 2023-06-16 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-02-13 | 2023-05-24 | AGG | Completed | 13.33% | $87.46 | $87.83 | 0.42% | Signal |
| 2022-05-10 | 2023-04-17 | CASH | Interest | 20% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2021-11-18 | 2023-02-13 | CASH | Interest | 13.33% | $1.00 | $1.04 | 3.52% | Interest Income |
| 2022-02-25 | 2023-01-27 | CASH | Interest | 20% | $1.00 | $1.03 | 2.91% | Interest Income |
| 2022-10-25 | 2022-11-15 | SPY | Completed | 20% | $361.47 | $382.80 | 5.90% | Signal |
| 2022-10-03 | 2022-10-25 | CASH | Interest | 20% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-06-02 | 2022-10-03 | SPY | Completed | 20% | $387.42 | $344.57 | -11.06% | Stop |
| 2022-05-10 | 2022-06-02 | CASH | Interest | 20% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-10 | SPY | Completed | 20% | $420.47 | $382.76 | -8.97% | Stop |
| 2020-04-01 | 2022-05-10 | SPY | Completed | 20% | $227.95 | $382.76 | 67.91% | Stop |
| 2022-02-25 | 2022-03-21 | CASH | Interest | 20% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-08-11 | 2022-02-25 | SPY | Completed | 20% | $311.01 | $405.27 | 30.31% | Stop |
| 2020-06-25 | 2022-02-25 | SPY | Completed | 20% | $280.19 | $405.27 | 44.64% | Stop |
| 2021-11-18 | 2022-01-24 | AGG | Completed | 13.33% | $98.51 | $97.31 | -1.22% | Signal |
| 2021-08-02 | 2021-11-18 | AGG | Completed | 13.33% | $100.05 | $98.51 | -1.54% | Signal |
| 2021-03-12 | 2021-11-18 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2020-04-06 | 2021-11-02 | AGG | Completed | 13.33% | $96.38 | $98.84 | 2.56% | Signal |
| 2020-12-07 | 2021-08-02 | CASH | Interest | 13.33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2020-04-06 | 2021-03-12 | AGG | Completed | 13.33% | $96.38 | $97.21 | 0.86% | Signal |
| 2020-04-06 | 2020-12-07 | AGG | Completed | 13.33% | $96.38 | $100.08 | 3.85% | Signal |
| 2020-06-25 | 2020-08-11 | CASH | Interest | 20% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-04-08 | 2020-06-25 | CASH | Interest | 20% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-06-25 | SPY | Completed | 20% | $215.49 | $280.19 | 30.03% | Signal |
| 2020-03-24 | 2020-04-08 | SPY | Completed | 20% | $215.49 | $246.32 | 14.31% | Signal |
| 2020-03-13 | 2020-04-06 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-13 | 2020-04-06 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-13 | 2020-04-06 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-10 | 2020-04-01 | CASH | Interest | 20% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH | Interest | 20% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH | Interest | 20% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-13 | 2020-03-13 | AGG | Completed | 13.33% | $87.57 | $93.25 | 6.49% | Stop |
| 2019-03-13 | 2020-03-13 | AGG | Completed | 13.33% | $87.57 | $93.25 | 6.49% | Stop |
| 2019-01-31 | 2020-03-13 | AGG | Completed | 13.33% | $86.92 | $93.25 | 7.28% | Stop |
| 2019-01-16 | 2020-03-10 | SPY | Completed | 20% | $233.93 | $260.12 | 11.20% | Stop |
| 2019-04-08 | 2020-03-02 | SPY | Completed | 20% | $259.53 | $272.52 | 5.01% | Stop |
| 2019-03-28 | 2020-03-02 | SPY | Completed | 20% | $252.55 | $272.52 | 7.91% | Stop |
| 2019-02-07 | 2019-04-08 | CASH | Interest | 20% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2018-12-03 | 2019-03-28 | CASH | Interest | 20% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2018-02-14 | 2019-03-13 | CASH | Interest | 13.33% | $1.00 | $1.03 | 3.10% | Interest Income |
| 2017-07-07 | 2019-03-13 | CASH | Interest | 13.33% | $1.00 | $1.05 | 4.58% | Interest Income |
| 2019-01-11 | 2019-02-07 | SPY | Completed | 20% | $231.11 | $243.00 | 5.15% | Signal |
| 2017-12-04 | 2019-01-31 | CASH | Interest | 13.33% | $1.00 | $1.03 | 3.31% | Interest Income |
| 2018-12-21 | 2019-01-16 | CASH | Interest | 20% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-18 | 2019-01-11 | CASH | Interest | 20% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-01 | 2018-12-21 | SPY | Completed | 20% | $185.64 | $221.30 | 19.21% | Stop |
| 2016-07-07 | 2018-12-18 | SPY | Completed | 20% | $179.23 | $229.34 | 27.96% | Stop |
| 2018-07-12 | 2018-12-03 | SPY | Completed | 20% | $247.02 | $249.92 | 1.17% | Signal |
| 2018-05-07 | 2018-07-12 | CASH | Interest | 20% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2016-05-02 | 2018-05-07 | SPY | Completed | 20% | $175.80 | $235.85 | 34.16% | Signal |
| 2017-08-24 | 2018-02-14 | AGG | Completed | 13.33% | $85.81 | $83.99 | -2.12% | Signal |
| 2017-05-15 | 2017-12-04 | AGG | Completed | 13.33% | $84.33 | $85.71 | 1.64% | Signal |
| 2017-01-13 | 2017-08-24 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2016-06-15 | 2017-07-07 | AGG | Completed | 13.33% | $84.65 | $84.71 | 0.07% | Signal |
| 2016-11-18 | 2017-05-15 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2016-03-24 | 2017-01-13 | AGG | Completed | 13.33% | $83.12 | $83.36 | 0.29% | Signal |
| 2016-03-07 | 2016-11-18 | AGG | Completed | 13.33% | $82.44 | $83.25 | 0.98% | Signal |
| 2016-06-17 | 2016-09-01 | CASH | Interest | 20% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2015-10-12 | 2016-07-07 | CASH | Interest | 20% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2011-08-31 | 2016-06-17 | SPY | Completed | 20% | $94.30 | $176.92 | 87.62% | Signal |
| 2016-03-09 | 2016-06-15 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2016-02-23 | 2016-05-02 | CASH | Interest | 20% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-08-05 | 2016-03-24 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2014-04-14 | 2016-03-09 | AGG | Completed | 13.33% | $77.98 | $82.57 | 5.88% | Signal |
| 2016-01-05 | 2016-03-07 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2015-12-21 | 2016-02-23 | SPY | Completed | 20% | $170.24 | $163.97 | -3.68% | Signal |
| 2015-10-30 | 2016-01-05 | AGG | Completed | 13.33% | $81.35 | $80.96 | -0.47% | Signal |
| 2015-08-24 | 2015-12-21 | CASH | Interest | 20% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2015-06-05 | 2015-10-30 | CASH | Interest | 13.33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2015-09-17 | 2015-10-12 | SPY | Completed | 20% | $167.19 | $169.24 | 1.22% | Signal |
| 2015-08-25 | 2015-09-17 | CASH | Interest | 20% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-14 | 2015-08-25 | SPY | Completed | 20% | $109.13 | $163.36 | 49.69% | Stop |
| 2012-08-31 | 2015-08-24 | SPY | Completed | 20% | $111.11 | $156.72 | 41.05% | Signal |
| 2014-04-14 | 2015-08-05 | AGG | Completed | 13.33% | $77.98 | $80.84 | 3.67% | Signal |
| 2013-12-13 | 2015-06-05 | AGG | Completed | 13.33% | $76.26 | $80.30 | 5.29% | Signal |
| 2013-09-09 | 2014-04-14 | CASH | Interest | 13.33% | $1.00 | $1.02 | 1.63% | Interest Income |
| 2013-04-19 | 2014-04-14 | CASH | Interest | 13.33% | $1.00 | $1.03 | 2.56% | Interest Income |
| 2013-01-25 | 2013-12-13 | CASH | Interest | 13.33% | $1.00 | $1.02 | 2.09% | Interest Income |
| 2008-10-31 | 2013-09-09 | AGG | Completed | 13.33% | $57.49 | $74.96 | 30.40% | Signal |
| 2011-08-09 | 2013-04-19 | AGG | Completed | 13.33% | $72.82 | $78.25 | 7.45% | Signal |
| 2011-05-24 | 2013-01-25 | AGG | Completed | 13.33% | $71.16 | $77.31 | 8.65% | Signal |
| 2012-07-09 | 2012-08-31 | CASH | Interest | 20% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2011-12-27 | 2012-07-09 | SPY | Completed | 20% | $98.28 | $106.46 | 8.33% | Signal |
| 2011-10-06 | 2012-03-14 | CASH | Interest | 20% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-07-28 | 2011-12-27 | CASH | Interest | 20% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-08-30 | 2011-10-06 | SPY | Completed | 20% | $93.04 | $88.52 | -4.86% | Signal |
| 2011-08-09 | 2011-08-31 | CASH | Interest | 20% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH | Interest | 20% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-03-22 | 2011-08-09 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2010-07-27 | 2011-08-09 | SPY | Completed | 20% | $84.68 | $87.84 | 3.73% | Stop |
| 2010-11-08 | 2011-08-08 | SPY | Completed | 20% | $92.85 | $90.02 | -3.04% | Stop |
| 2010-10-14 | 2011-07-28 | SPY | Completed | 20% | $89.41 | $100.57 | 12.48% | Signal |
| 2010-12-30 | 2011-05-24 | CASH | Interest | 13.33% | $1.00 | $1.01 | 1.34% | Interest Income |
| 2009-03-23 | 2011-03-22 | AGG | Completed | 13.33% | $62.19 | $69.76 | 12.17% | Signal |
| 2010-05-21 | 2010-12-30 | AGG | Completed | 13.33% | $67.79 | $69.18 | 2.05% | Signal |
| 2010-09-27 | 2010-11-08 | CASH | Interest | 20% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2010-07-12 | 2010-10-14 | CASH | Interest | 20% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2010-06-01 | 2010-09-27 | SPY | Completed | 20% | $81.40 | $87.17 | 7.08% | Signal |
| 2010-07-02 | 2010-07-27 | CASH | Interest | 20% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-06-01 | 2010-07-12 | SPY | Completed | 20% | $81.40 | $81.23 | -0.22% | Signal |
| 2009-11-11 | 2010-07-02 | SPY | Completed | 20% | $82.09 | $77.84 | -5.19% | Stop |
| 2010-05-07 | 2010-06-01 | CASH | Interest | 20% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH | Interest | 20% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-09 | 2010-05-21 | CASH | Interest | 13.33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2009-08-20 | 2010-05-07 | SPY | Completed | 20% | $74.14 | $84.63 | 14.15% | Stop |
| 2009-06-01 | 2010-05-07 | SPY | Completed | 20% | $68.99 | $84.63 | 22.66% | Stop |
| 2009-07-14 | 2010-03-09 | AGG | Completed | 13.33% | $63.73 | $66.65 | 4.58% | Signal |
| 2008-07-08 | 2009-11-11 | CASH | Interest | 20% | $1.00 | $1.05 | 4.55% | Interest Income |
| 2008-01-08 | 2009-08-20 | CASH | Interest | 20% | $1.00 | $1.06 | 5.67% | Interest Income |
| 2009-06-08 | 2009-07-14 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2009-01-20 | 2009-06-08 | AGG | Completed | 13.33% | $62.54 | $61.94 | -0.96% | Signal |
| 2008-07-24 | 2009-06-01 | CASH | Interest | 20% | $1.00 | $1.03 | 2.71% | Interest Income |
| 2008-09-04 | 2009-03-23 | CASH | Interest | 13.33% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2008-06-19 | 2009-01-20 | CASH | Interest | 13.33% | $1.00 | $1.02 | 2.03% | Interest Income |
| 2008-10-09 | 2008-10-31 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2006-07-17 | 2008-10-09 | AGG | Completed | 13.33% | $52.82 | $56.87 | 7.67% | Stop |
| 2007-12-07 | 2008-09-04 | AGG | Completed | 13.33% | $58.62 | $60.53 | 3.26% | Signal |
| 2008-06-17 | 2008-07-24 | SPY | Completed | 20% | $98.37 | $92.56 | -5.90% | Signal |
| 2008-02-14 | 2008-07-08 | SPY | Completed | 20% | $97.80 | $90.15 | -7.82% | Signal |
| 2007-10-11 | 2008-06-19 | AGG | Completed | 13.33% | $57.07 | $59.18 | 3.70% | Signal |
| 2007-12-31 | 2008-06-17 | CASH | Interest | 20% | $1.00 | $1.02 | 1.71% | Interest Income |
| 2008-01-23 | 2008-02-14 | CASH | Interest | 20% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2003-03-21 | 2008-01-23 | SPY | Completed | 20% | $58.23 | $90.76 | 55.85% | Stop |
| 2006-11-15 | 2008-01-08 | SPY | Completed | 20% | $97.32 | $101.46 | 4.25% | Signal |
| 2007-12-05 | 2007-12-31 | SPY | Completed | 20% | $105.08 | $105.05 | -0.03% | Signal |
| 2007-07-06 | 2007-12-07 | CASH | Interest | 13.33% | $1.00 | $1.02 | 1.92% | Interest Income |
| 2007-09-17 | 2007-12-05 | CASH | Interest | 20% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2007-06-04 | 2007-10-11 | CASH | Interest | 13.33% | $1.00 | $1.02 | 1.71% | Interest Income |
| 2006-09-19 | 2007-09-17 | SPY | Completed | 20% | $92.13 | $104.85 | 13.82% | Signal |
| 2006-07-17 | 2007-07-06 | AGG | Completed | 13.33% | $52.82 | $55.22 | 4.54% | Signal |
| 2006-07-17 | 2007-06-04 | AGG | Completed | 13.33% | $52.82 | $55.72 | 5.48% | Signal |
| 2006-10-06 | 2006-11-15 | CASH | Interest | 20% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2005-01-10 | 2006-10-06 | SPY | Completed | 20% | $80.06 | $94.10 | 17.54% | Signal |
| 2006-06-22 | 2006-09-19 | CASH | Interest | 20% | $1.00 | $1.01 | 1.18% | Interest Income |
| 2005-09-30 | 2006-07-17 | CASH | Interest | 13.33% | $1.00 | $1.04 | 3.70% | Interest Income |
| 2005-09-20 | 2006-07-17 | CASH | Interest | 13.33% | $1.00 | $1.04 | 3.82% | Interest Income |
| 2005-09-20 | 2006-07-17 | CASH | Interest | 13.33% | $1.00 | $1.04 | 3.82% | Interest Income |
| 2006-01-05 | 2006-06-22 | SPY | Completed | 20% | $87.53 | $86.74 | -0.90% | Signal |
| 2005-11-08 | 2006-01-05 | CASH | Interest | 20% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2005-06-22 | 2005-11-08 | SPY | Completed | 20% | $82.97 | $83.50 | 0.63% | Signal |
| 2005-09-22 | 2005-09-30 | AGG | Completed | 13.33% | $53.11 | $52.90 | -0.39% | Signal |
| 2005-09-20 | 2005-09-22 | CASH | Interest | 13.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2005-04-28 | 2005-06-22 | CASH | Interest | 20% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2004-11-11 | 2005-04-28 | SPY | Completed | 20% | $78.67 | $78.29 | -0.48% | Signal |
| 2004-09-30 | 2005-01-10 | CASH | Interest | 20% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2004-06-01 | 2004-11-11 | CASH | Interest | 20% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2003-03-21 | 2004-09-30 | SPY | Completed | 20% | $58.23 | $74.89 | 28.60% | Signal |
| 2003-03-21 | 2004-06-01 | SPY | Completed | 20% | $58.23 | $74.91 | 28.64% | Signal |
| 2003-02-14 | 2003-03-21 | CASH | Interest | 20% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2001-08-22 | 2003-03-21 | CASH | Interest | 20% | $1.00 | $1.07 | 7.18% | Interest Income |
| 2001-08-22 | 2003-03-21 | CASH | Interest | 20% | $1.00 | $1.07 | 7.18% | Interest Income |
| 2003-01-03 | 2003-02-14 | SPY | Completed | 20% | $59.38 | $53.80 | -9.39% | Stop |
| 2002-04-11 | 2003-01-03 | CASH | Interest | 20% | $1.00 | $1.03 | 3.23% | Interest Income |
| 2002-01-14 | 2002-04-11 | SPY | Completed | 20% | $73.71 | $72.79 | -1.25% | Signal |
| 2001-08-23 | 2002-01-14 | CASH | Interest | 20% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2001-07-23 | 2001-08-23 | SPY | Completed | 20% | $77.75 | $74.66 | -3.97% | Signal |
| 2001-08-03 | 2001-08-22 | SPY | Completed | 20% | $78.11 | $74.53 | -4.58% | Stop |
| 2001-08-03 | 2001-08-22 | SPY | Completed | 20% | $78.11 | $74.53 | -4.58% | Stop |
| 2001-03-08 | 2001-08-03 | CASH | Interest | 20% | $1.00 | $1.02 | 2.09% | Interest Income |
| 2000-10-18 | 2001-08-03 | CASH | Interest | 20% | $1.00 | $1.04 | 4.13% | Interest Income |
| 2000-10-18 | 2001-07-23 | CASH | Interest | 20% | $1.00 | $1.04 | 3.95% | Interest Income |
| 2001-01-17 | 2001-03-08 | SPY | Completed | 20% | $85.60 | $80.37 | -6.11% | Signal |
| 2000-12-21 | 2001-01-17 | CASH | Interest | 20% | $1.00 | $1.00 | 0.31% | Interest Income |
| 1998-09-24 | 2000-12-21 | SPY | Completed | 20% | $65.86 | $79.99 | 21.46% | Stop |
| 2000-05-22 | 2000-10-18 | SPY | Completed | 20% | $88.96 | $83.94 | -5.65% | Signal |
| 2000-05-10 | 2000-10-18 | SPY | Completed | 20% | $88.49 | $83.94 | -5.15% | Signal |
| 2000-04-17 | 2000-05-22 | CASH | Interest | 20% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2000-04-17 | 2000-05-10 | CASH | Interest | 20% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1999-11-19 | 2000-04-17 | SPY | Completed | 20% | $89.24 | $85.14 | -4.59% | Stop |
| 1999-02-04 | 2000-04-17 | SPY | Completed | 20% | $79.17 | $85.14 | 7.55% | Stop |
| 1999-10-01 | 1999-11-19 | CASH | Interest | 20% | $1.00 | $1.01 | 0.82% | Interest Income |
| 1998-12-11 | 1999-10-01 | SPY | Completed | 20% | $72.13 | $80.18 | 11.15% | Signal |
| 1999-01-07 | 1999-02-04 | CASH | Interest | 20% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1998-09-23 | 1999-01-07 | SPY | Completed | 20% | $64.35 | $78.55 | 22.06% | Signal |
| 1998-08-31 | 1998-12-11 | CASH | Interest | 20% | $1.00 | $1.01 | 1.32% | Interest Income |
| 1998-09-01 | 1998-09-24 | CASH | Interest | 20% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-08-31 | 1998-09-23 | CASH | Interest | 20% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1995-06-23 | 1998-09-01 | SPY | Completed | 20% | $32.21 | $59.30 | 84.10% | Stop |
| 1998-02-18 | 1998-08-31 | SPY | Completed | 20% | $62.78 | $64.04 | 2.02% | Stop |
| 1997-11-20 | 1998-08-31 | SPY | Completed | 20% | $58.25 | $64.04 | 9.95% | Stop |
| 1998-01-26 | 1998-02-18 | CASH | Interest | 20% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1997-11-20 | 1998-01-26 | SPY | Completed | 20% | $58.25 | $59.13 | 1.52% | Signal |
| 1997-10-29 | 1997-11-20 | CASH | Interest | 20% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1997-10-29 | 1997-11-20 | CASH | Interest | 20% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1996-10-15 | 1997-10-29 | SPY | Completed | 20% | $42.77 | $56.53 | 32.19% | Stop |
| 1995-03-03 | 1997-10-29 | SPY | Completed | 20% | $28.15 | $56.53 | 100.82% | Stop |
| 1996-08-30 | 1996-10-15 | CASH | Interest | 20% | $1.00 | $1.01 | 0.81% | Interest Income |
| 1995-03-06 | 1996-08-30 | SPY | Completed | 20% | $28.06 | $39.48 | 40.71% | Signal |
| 1995-01-19 | 1995-06-23 | CASH | Interest | 20% | $1.00 | $1.03 | 2.91% | Interest Income |
| 1995-01-19 | 1995-03-06 | CASH | Interest | 20% | $1.00 | $1.01 | 0.87% | Interest Income |
| 1995-01-19 | 1995-03-03 | CASH | Interest | 20% | $1.00 | $1.01 | 0.84% | Interest Income |