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.
Team
Symbol
Entry
Entry $
Current $
Return
6M
YTD