Astute Performance

2017 and 2018

ASTUTE STRATEGIST CURRENT PORTFOLIO

+

%

Stock Date Got Long At Current Price Shares Added ROI
SPDR Gold Shares (GLD) Sep-17 $124.00 $ 11.34% +%
Southwest Airlines Co. (LUV) Oct-17 $55.00 $ 38.40% %
Starbucks Corporation (SBUX) Oct-17 $54.00 $ 11.20% +%
Comerica Incorporated (CMA) Nov-17 $79.00 $ - %
Micron Technology, Inc. (MU) Mar-18 $53.00 $ 11.37% %
Albemarle Corporation (ALB) Mar-18 $90.00 $ - %
Incyte Corporation (INCY) Apr-18 $70.00 $ - +%
D.R. Horton, Inc. (DHI) Jul-18 $44.00 $ - +%
Discover Financial Services (DFS) Dec-18 $64.00 $ - +%
VICI Properties Inc. (VICI) Feb-19 $21.50 $ - %
The Walt Disney Company (DIS) Mar-19 $108.00 $ - +%
MGM Growth Properties LLC (MGP) May-19 $31.50 $ - %
Pivotal Software, Inc (PVTL) Jul-19 $10.50 $ - +%
72.31% +%

S&P 500 (SPX)

Buying the market in January 2017

Traditional Investor Buying the Market

At the mercy of the market, the Traditional Investor reaped an ROI of 18.7% by December 2017.

18.7%

ASTUTE STRATEGIST

Buying the market in January 2017

Our Strategy

Through the use of butterflies (a hedging tactic) in highly volatile environments, we were able to Astute Strategist yielded an ROI of 33.6% by December 2017.

33.6%

SPX vs. Astute Strategist: 2017 Monthly Returns %

S&P 500 (SPX)

Buying the market in January 2018

Traditional Investor Buying the Market

At the mercy of the market, the Traditional Investor reaped an ROI of -7.4% by December 2018.

-7.4%

ASTUTE STRATEGIST

Buying the market in January 2018

Our Strategy

Through the use of butterflies (a hedging tactic) in highly volatile environments, we were able to Astute Strategist yielded an ROI of 21.1% by December 2018.

21.1%

SPX vs. Astute Strategist: 2018 Monthly Returns %