Current Portfolio Status (4.21.13)
NFTRH Speculation +155% since inception (September, 2008); +34% (est) average annual return; -1.5% in 2013 *
NFTRH Model +58% (April, 2005 to September, 2012) **
* This account is a personal Roth IRA, which makes it perfect for trading and speculation due to the lack of tax implications. It is often non-diversified.
** This account spent the majority of 2005-2012 as a ‘Capital Preservation’ account and is difficult to track for total value, since it is an active brokerage account with funds routinely received and withdrawn. The above figure adjusts for these transactions, but the model portfolio is included in NFTRH as a view of what we are doing with our real, conservative brokerage funds (i.e. after tax savings) more than anything else and will not be tracked for overall performance going forward. This portfolio seeks to be in often-diversified alignment with the major themes at any given point.