Performance Update May 2017

For the month ended May 31, 2017.

Dynamic US Large Cap Portfolio

The Dynamic US Large Cap Portfolio returned 1.36% while Hedge Funds returned 0.15%.  The portfolio outperformed Hedge Funds by 1.21%. The value of $100,000 invested on January 31, 2016 in the portfolio is now worth $120,423 whereas the same initial investment in Hedge Funds is worth $104,123 for a net difference of $16,300.

Dynamic US Mid Cap Portfolio

The Dynamic US Mid Cap Portfolio returned -0.43% while Hedge Funds returned 0.15%.  The portfolio underperformed Hedge Funds by -0.58%. The value of $100,000 invested on January 31, 2016 in the portfolio is now worth $121,725 whereas the same initial investment in Hedge Funds is worth $104,123 for a net difference of $17,602.

Dynamic US Small Cap Portfolio

The Dynamic US Small Cap Portfolio returned -2.06% while Hedge Funds returned 0.15%.  The portfolio underperformed Hedge Funds by -2.21%. The value of $100,000 invested on January 31, 2016 in the portfolio is now worth $123,050 whereas the same initial investment in Hedge Funds is worth $104,123 for a net difference of $18,927.

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The performance data shown represent past performance, which is not a guarantee of future results.
 The model portfolio performance results represent actual proprietary live trading accounts with live trades. No fees or expenses other than commissions and ETF management fees are deducted from the performance. The inception date of the Dynamic US Large Cap Portfolio, the Dynamic US Mid Cap Portfolio, and the Dynamic Small Cap Portfolio is 1/31/2016, the date of the first full month of performance. Hedge Funds (the "average hedge fund investor"): the average of (Morningstar Long-Short Equity Category, Multi-alternative Category, Managed Futures Category, Market Neutral Category, and Option Writing Category) . Source: Proximity Capital, LLC, Morningstar.

About the Author

Since 2010, I have been on a mission to find an investment strategy that offers maximum participation in rising markets while minimizing risk during falling markets.