PORTFOLIO: AlphaDog

AlphaDog Stats
AlphaDog Annualized Return %
26.06%
Annualized 10Y Return %
34.47%
Annualized 5Y Return %
49.55%
Annualized 1Y Return %
45.01%
YTD Return %
35.25%
Total Trades
1175
Winning Trades
555
Losing Trades
620
Win/Losing Trade Ratio
0.90
Winning Trade Average %
44.18%
Losing Trade Average %
10.57%
Winning/Losing % Ratio
417.86%
Alpha Dog is based on combining the 15 top ranked stocks using our proprietary ranking system from our three high performing base portfolios (Future 50, Strong 50 and UltraGrowth) and by adding the five largest stocks in the S&P 500 to these 45 stocks to get our optimized 50 stocks. The initial allocation to any one company will be 2%. We rebalance quarterly back to 2% 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 three 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
03/03/2021
124.81
159.99
28.18%
10/11/2021
574.50
687.22
19.62%
09/23/2020
3,120.43
3,563.50
14.20%
10/18/2021
58.01
54.16
-6.64%
07/30/2021
207.90
193.84
-6.77%
11/30/2021
68.70
68.70
0.00%
03/03/2021
328.17
551.00
67.90%
03/03/2021
108.80
147.55
35.62%
03/20/2020
18.17
35.28
94.17%
05/06/2021
75.68
183.28
142.18%
10/22/2021
345.04
346.20
0.34%
03/02/2021
193.27
223.09
15.43%
11/23/2021
153.84
146.72
-4.63%
10/20/2021
465.17
532.48
14.47%
11/29/2021
37.89
36.49
-3.71%
07/22/2021
14.08
19.62
39.35%
10/15/2021
328.68
335.00
1.92%
09/29/2021
223.00
238.20
6.82%
08/26/2021
49.47
59.20
19.67%
09/23/2020
1,452.09
2,900.17
99.72%
10/01/2020
201.53
383.53
90.31%
03/18/2020
159.80
403.59
152.56%
06/09/2020
160.36
206.23
28.60%
09/09/2021
42.37
42.24
-0.31%
10/27/2021
48.52
49.50
2.02%
07/01/2020
94.89
159.16
67.73%
09/30/2021
41.40
42.17
1.86%
11/22/2021
52.80
51.30
-2.84%
05/10/2021
259.55
530.00
104.20%
03/20/2020
146.00
335.32
129.67%
05/13/2021
470.00
674.63
43.54%
05/18/2021
142.67
331.69
132.49%
03/10/2021
348.66
552.00
58.32%
11/23/2021
449.65
444.73
-1.09%
11/17/2021
23.05
20.95
-9.11%
11/29/2021
44.68
44.72
0.09%
11/26/2021
188.38
186.47
-1.01%
11/29/2021
232.77
233.93
0.50%
10/01/2021
1,362.46
1,600.50
17.47%
10/27/2021
55.05
48.78
-11.39%
11/30/2021
214.88
214.88
0.00%
11/12/2021
1,047.50
1,144.37
9.25%
11/10/2021
91.99
107.36
16.71%
11/05/2021
314.44
292.94
-6.84%
11/30/2021
213.11
213.11
0.00%
6M
YTD
1Y
5Y
10Y
Crash
Recovery
All