As of 07/01/2022
  Indus: 31,097 +321.83 +1.0%  
  Trans: 13,289 +132.53 +1.0%  
  Utils: 993 +23.33 +2.4%  
  Nasdaq: 11,128 +99.11 +0.9%  
  S&P 500: 3,825 +39.95 +1.1%  
YTD
-14.4%  
-19.4%  
 +1.2%  
-28.9%  
-19.7%  
  Targets    Overview: 06/29/2022  
  Up arrow32,300 or 29,900 by 07/15/2022
  Up arrow14,000 or 12,500 by 07/15/2022
  Up arrow1,000 or 925 by 07/15/2022
  Up arrow12,100 or 10,750 by 07/15/2022
  Up arrow4,000 or 3,700 by 07/15/2022
CPI (updated daily): Arrows on 6/23/22
As of 07/01/2022
  Indus: 31,097 +321.83 +1.0%  
  Trans: 13,289 +132.53 +1.0%  
  Utils: 993 +23.33 +2.4%  
  Nasdaq: 11,128 +99.11 +0.9%  
  S&P 500: 3,825 +39.95 +1.1%  
YTD
-14.4%  
-19.4%  
 +1.2%  
-28.9%  
-19.7%  
  Targets    Overview: 06/29/2022  
  Up arrow32,300 or 29,900 by 07/15/2022
  Up arrow14,000 or 12,500 by 07/15/2022
  Up arrow1,000 or 925 by 07/15/2022
  Up arrow12,100 or 10,750 by 07/15/2022
  Up arrow4,000 or 3,700 by 07/15/2022
CPI (updated daily): Arrows on 6/23/22

Bulkowski on Mutual Fund (Winners) Test Portfolio

 

As of 5/19/17, I stopped updating this test portfolio because getting quotes for the many funds I follow became too difficult.

This page shows a test portfolio based on trading Vanguard mutual funds showing the best performance. You can find background information and what my tests revealed in Trading Mutual Funds.

Warning: I am not recommending that you use this portfolio to build a trading system or to trade the funds listed in the portfolio. I just show this model as an experiment of how a system based mutual fund portfolio would do in real life.

You should conduct your own research to verify this trading idea and performance before relying on the results. Historical testing may not reflect real-time trading and past performance does not guarantee future results. See Privacy/Disclaimer for more information.

 

Overview
Portfolio Construction Rules
Trading Tips
The Portfolio
See Also

Mutual Fund (Winners) Test Portfolio: Overview

As mentioned previously, for full details on the historical experiments used to test this trading setup, see Trading Mutual Funds.

The idea behind this portfolio is simplicity itself: Trade the winners. Periodically review the portfolio and substitute another fund if it is performing better than one owned.

Portfolio Construction Rules

I used the following guidelines to construct and maintain the portfolio.

Top of page

Mutual Fund (Winners) Test Portfolio: Trading Tips

The historical performance of this portfolio is better than one based on trading the worst performing funds.

Index and non-index funds work better than either index or non-index funds alone.

The Portfolio

In the table, the Buy/Sell columns show the dates when shares were purchased/sold at the NAV. The Net Change column is the profit or loss of the trade, expressed as a percentage (shares x sell price) - (shares x buy price). If the trade is still open, the closing price as of the date the list was created is used as the sale price. The S&P Change column is the change in the S&P 500 index between the Buy and Sell dates, using the opening prices. The Max Loss column shows the largest drop below the buy price during the time the fund was held.

-- Thomas Bulkowski

Top of page

 

StockBuySharesPriceSellPriceNet
Change
S&P
Change
Max
Loss
VMVIX02/04/20082,902$17.2310/02/2008$13.99-18.8% -16.8%-17.9%
VISVX02/04/20083,966$12.6110/02/2008$11.17-11.4% -16.8%-12.8%
VEIRX10/02/20081,081$41.0006/02/2009$32.83-19.9% -18.8%-41.9%
VHDYX10/02/20083,197$12.7006/02/2009$10.27-19.1% -18.8%-43.8%
VFWIX06/02/20092,696$12.1801/05/2010$14.5119.1% 20.1%-8.8%
VGENX06/02/2009869$40.8501/05/2010$46.1212.9% 20.1%-17.2%
VSTCX01/05/20103,123$12.8209/02/2010$13.021.6% -4.6%-7.5%
VISGX01/05/20102,373$16.4809/02/2010$16.580.6% -4.6%-8.2%
VMGRX09/02/20103,712$10.6005/03/2011$14.0932.9% 25.8%0.0%
VPACX09/02/20105,059$8.0405/03/2011$9.3015.6% 25.8%0.0%
VWIGX05/03/20112,496$18.8501/04/2012$15.48-17.9% -6.1%-27.0%
VEURX05/03/20112,157$24.2401/04/2012$19.30-20.4% -6.1%-29.4%
VHDYX01/04/20122,483$15.5509/05/2012$17.089.8% 10.0%-0.3%
VIVAX01/04/20122,257$18.4409/05/2012$20.109.0% 10.0%-1.2%
VSTCX09/05/20122,502$18.1305/02/2013$21.2717.3% 12.7%-5.1%
VISGX09/05/20121,809$23.4405/02/2013$27.0015.2% 12.7%-5.5%
VPACX05/02/20135,064$10.5112/03/2013$10.691.7% 13.7%-10.1%
VTRIX05/02/20131,605$30.4312/03/2013$33.6810.7% 13.7%-6.9%
VSTCX12/03/20132,095$25.8308/04/2014$27.637.0% 7.0%-2.6%
VWUSX12/03/20132,356$22.9508/04/2014$24.968.7% 7.0%-1.3%
StockBuySharesPriceSellPriceNet
Change
S&P
Change
Max
Loss
VQNPX08/04/20141,738$33.8304/02/2015$36.788.7% 6.9%-3.9%
VPACX08/04/20145,146$11.2506/02/2015$11.451.8% 9.5%-10.3%
VSTCX04/02/20152,060$31.0412/02/2015$29.92-3.6% 2.0%-11.5%
VISGX06/02/20151,582$37.2503/02/2016$31.77-14.7% -6.3%-24.7%
VMGIX03/02/20161,347$37.3210/04/2016$41.3410.7% 9.4%-0.3%
VEXRX12/02/2015830$74.2710/04/2016$77.965.0% 2.9%-19.7%
VWIGX10/04/20162,845$22.74Open$25.7313.2% 10.5%-8.7%
VGENX10/04/20161,103$50.49Open$50.11-0.8% 9.4%-4.0%

 

Using completed trades only, a portfolio with a starting value of $100,000.00 would be worth $120,365.40, a change of 20.4%, with an maximum loss of 43.8%.
Including open trades, the starting value is $100,000.00 and the ending value is $128,453.52, a change of 28.5%, with an maximum loss of 43.8%.
This report was prepared on May 18, 2017 and it covers the trades shown.

See Also

 

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My novels:  Bumper's Story Head's Law

Chart Patterns: After the Buy

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