PORTFOLIO: AlphaDog

AlphaDog Stats
AlphaDog Annualized Return %
17.56%
Annualized 10Y Return %
20.82%
Annualized 5Y Return %
22.12%
Annualized 1Y Return %
11.65%
YTD Return %
13.38%
Total Trades
1048
Winning Trades
424
Losing Trades
624
Win/Losing Trade Ratio
0.68
Winning Trade Average %
63.94%
Losing Trade Average %
8.57%
Winning/Losing % Ratio
746.50%
Alpha Dog is based on combining the 15 top ranked stocks from our three high performing base portfolios (Future 50, Strong 50 and UltraGrowth) and adding The Big Five in the S&P 500 to these 45 stocks to get our optimized 50 stocks on our team. The benchmark for this portfolio is the composite returns of the three base portfolios benchmarks (QQQ, SPY and IWO). The initial allocation to any one company will be 2%. We rebalance back to 2% and adjust the teams quarterly or when a holding hits 4% (100% increase). A typical stock has up and downs, we perform the best when we can participate in the upward movement then sell and hold cash until the stock completes its’ correction then we get in again. As with all our actively traded models we may be 100% in cash during market corrections. By combining the four different models we believe we have created a rare model that seeks exceptional growth while mitigating risk. We consider this a moderate risk-return portfolio.
Symbol
Entry
Entry $
Current $
Return
03/08/2023
152.66
191.24
25.27%
03/16/2023
353.29
612.47
73.36%
01/13/2023
109.42
151.59
38.53%
11/13/2023
116.79
121.39
3.94%
08/24/2023
254.60
272.45
7.01%
05/11/2023
112.18
147.03
31.07%
12/21/2022
557.20
930.00
66.90%
12/06/2022
307.78
357.07
16.01%
05/08/2023
499.06
596.25
19.47%
11/09/2023
100.23
118.62
18.35%
04/17/2023
105.97
131.86
24.43%
11/09/2023
37.80
43.74
15.71%
04/10/2023
443.95
574.32
29.37%
11/14/2023
148.44
156.84
5.66%
12/09/2022
347.75
414.36
19.16%
02/14/2023
179.48
324.82
80.98%
03/02/2023
250.57
374.51
49.46%
11/04/2022
260.79
465.74
78.59%
12/29/2022
146.00
467.65
220.30%
05/17/2023
10.25
20.27
97.76%
11/24/2023
126.96
129.67
2.14%
02/10/2023
125.16
180.69
44.37%
10/27/2023
139.40
152.25
9.22%
08/18/2023
494.80
547.16
10.58%
12/06/2022
208.67
256.45
22.90%
6M
YTD
1Y
5Y
10Y
Crash
Recovery
All