Our Performance Starting January 1, 2024 (New System)


Year 2024 YTD Returns (Close: 11/29/24): Our members are up +30.6% YTD in the Long/Short Model, and +23.0% YTD in the Long/Short/Cash Model. The buy-and-hold strategy is +24.5% YTD. Our returns are based on 'real-time' applications of the trading environment for QQQ and are not hypothetically generated after the fact. We continue to lead all other QQQ advisory services.

Both systems — (1) Long/Short & Long/Short/Cash Models, and (2) Aggressive & Moderate Models were running simultaneously in Year 2024. We decided to end the Aggressive and Moderate Models at the end of Year 2024, and continue with the Long/Short & Long/Short/Cash Models. Through extensive backtesting, the Long/Short & Long/Short/Cash Models are producing higher returns using the new and improved mechanical rules-based system.

Detailed Trades of our Track Record are shown on the Members page in both Excel and PDF format.


Our Performance Up to Year-End 2024 (Old System)

Performance (Years 2005-2023): Our service has an outstanding long-term track record. Our Compounded Annual Growth Rate (CAGR) Results are: +22.7% Aggressive Model, and +16.3% Moderate Model, whereas the buy-and-hold strategy is +13.6%.

Detailed Trades of our Track Record are shown on the Members page in both Excel and PDF format.

Our performance returns are independently verified by TimerTrac.
TimerTrac uses end of day values, whereas our trades are placed intraday.


As shown on the chart below, a member who traded using our Aggressive Model and started with $100,000 on January 1, 2005 to the end of 2023, would have increased their savings to $4,872,756. For the same time period, the buy-and-hold strategy of investing would have only increased to $1,132,032.

The performance bar chart and table below display our overall results from Years 2005 through 2024:

System Performance Chart


Enlarge chart

Model Performance Table

YearAggressiveModerateBuy-and-Hold
2005+25.7%+24.0%+0.9%
2006+13.7%+13.2%+7.1%
2007+12.8%+9.3%+19.0%
2008+39.8%+56.1%-41.8%
2009+51.6%+30.9%+54.7%
2010+21.8%+14.7%+19.9%
2011+19.2%+1.2%+3.4%
2012+28.4%+23.2%+18.1%
2013+16.4%+28.6%+36.6%
2014+20.5%+11.3%+19.2%
2015+18.3%-2.1%+9.4%
2016+33.5%+9.7%+7.1%
2017+19.0%+29.4%+32.7%
2018+38.5%+6.9%-0.6%
2019+11.4%-11.0%+37.8%
2020+70.5%+59.9%+47.6%
2021+16.1%+21.4%+26.8%
2022-28.4%-16.2%-33.1%
2023+32.6%+27.4%+53.8%
2024+25.7%+18.5%+24.5%
CAGR+22.7%+16.3%+13.6%
Not finalized for 2024
*** Members normally select trading the Aggressive Model ***
Review our Track Record


Yearly Summary