Totem’s Performance on Portfolio Was Unveiled

February 11th, 2019 Posted by Stocks Portfolio No Comment yet

 Totem’s portfolio performance was unveiled today. We have updated the overall returns we made from May 2013 to December 31, 2016.  We have monitored companies we believed were valuable and we are publicly revealing the results of returns.

Totem analyzed and scrutinized each company through our own method of filtering and leaving only the companies with value as a guide for beginners in investing.

Performance Summary of  Time-Weighted Rate of Return 

We have cracked the analysis we made as of December 31, 2016.

Period Cost Value Overall Return Days Annual return Time Weighted
5/23/2013 12/31/2013 23,711 40,593 71.20% 222 142.06% 1.095
12/31/2013 8/13/2014 73,341 93,201 27.08% 225 47.51% 1.042
8/13/2014 8/30/2014 207,206 223,509 7.87% 17 408.42% 1.001
8/30/2014 12/31/2014 223,509 211,710 -5.28% 123 6.59% 0.995
12/31/2014 3/25/2015 377,599 383,182 1.48% 84 6.59% 1.001
3/25/2015 12/2/2015 437,435 473,353 8.21% 252 12.11% 1.015
12/2/2015 12/31/2015 371,583 380,531 2.41% 29 34.92% 1.001
12/31/2015 4/12/2016 402,239 423,449 5.27% 103 19.97% 1.004
4/12/2016 5/5/2016 367,711 359,903 -2.12% 23 -28.87% 1.000
5/5/2016 5/31/2016 359,903 362,753 0.79% 26 11.71% 1.000
5/31/2016 6/30/2016 362,753 357,506 -1.45% 30 -16.24% 1.000
6/30/2016 7/31/2016 357,506 377,261 5.53% 31 88.38% 1.001
7/31/2016 8/31/2016 377,261 391,919 3.89% 31 56.64% 1.001
8/31/2016 9/30/2016 391,919 406,971 3.84% 30 58.17% 1.001
9/30/2016 10/31/2016 406,971 407,614 0.16% 31 1.88% 1.000
10/31/2016 11/30/2016 407,614 407,350 -0.06% 30 -0.79% 1.000
11/30/2016 12/31/2016 407,350 397,340 -2.46% 31 -25.39% 0.999
1318 16.17%

Following us from the beginning you probably make the same returns as we did from the list we monitored. In the next article, we will provide an updated analysis for the first quarter of 2017. We invite you to keep a watch on the articles we are posting. We will reveal the next overall analysis.

Thank you for reading.

If you want to read our previous post on blog click here.

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