Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROI-Yr | CumROI | ROI/Yr | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | -1.2% | -2.3% | -0.7% | 4.6% | 2.8% | -0.8% | 2.1% | 3.3% | 3.3% | 2.4% | -6.4% | -0.7% | 6.2% | 6.2% | 6.2% |
2008 | -6.0% | -0.4% | 0.3% | 1.2% | 1.0% | -2.2% | 0.9% | 1.2% | -2.0% | -0.9% | -0.4% | 2.8% | -4.5% | 1.7% | 0.8% |
2009 | -1.9% | -0.6% | 0.5% | 0.3% | -0.8% | 0.3% | 1.5% | -0.6% | 1.2% | -2.1% | 1.6% | 3.5% | 2.9% | 4.6% | 1.5% |
2010 | -0.9% | 3.6% | 4.8% | 2.8% | 2.3% | -2.4% | -1.5% | 0.6% | 3.5% | 2.1% | 5.4% | -2.6% | 17.7% | 22.2% | 5.6% |
2011 | 5.1% | 1.1% | 1.6% | -0.2% | 2.6% | -3.4% | 0.8% | -6.5% | 1.4% | 1.7% | 0.4% | 2.8% | 7.4% | 29.6% | 5.9% |
2012 | 2.9% | 1.9% | 4.0% | 0.2% | 1.0% | 0.7% | 2.1% | -0.5% | -0.6% | -2.6% | 0.7% | -1.2% | 8.6% | 38.2% | 6.4% |
2013 | 3.4% | 5.8% | 7.4% | 0.8% | 4.9% | -0.6% | 4.7% | -0.2% | 6.3% | 2.6% | 6.5% | 0.0% | 41.7% | 79.9% | 11.4% |
2014 | 4.4% | 2.7% | -7.2% | -2.7% | 4.4% | 4.4% | 2.0% | 6.1% | 3.0% | 1.2% | 4.1% | 1.2% | 23.6% | 103.5% | 12.9% |
2015 | 1.6% | 5.2% | 1.5% | -4.1% | 3.2% | -2.0% | 4.6% | -6.5% | -0.8% | 7.5% | 3.6% | -3.2% | 10.7% | 114.2% | 12.7% |
2016 | -4.3% | -3.2% | 1.6% | -1.7% | 3.9% | -0.9% | 4.5% | 2.3% | 1.6% | 1.9% | 5.9% | 3.5% | 15.0% | 129.2% | 12.9% |
2017 | 4.1% | 3.8% | 2.8% | 0.7% | 4.3% | -5.2% | 3.3% | 2.1% | 5.0% | 7.9% | -3.2% | -2.5% | 23.0% | 152.1% | 13.8% |
2018 | 9.1% | 1.0% | -6.6% | 1.4% | 11.1% | -0.5% | 1.8% | 6.9% | 0.0% | -12.4% | 1.3% | -9.2% | 4.0% | 156.2% | 13.0% |
2019 | 1.9% | 2.9% | 3.0% | 3.6% | -5.1% | 2.8% | 2.8% | 0.9% | -0.3% | 1.1% | 4.4% | 1.9% | 19.8% | 176.0% | 13.5% |
2020 | 2.4% | -4.4% | -10.2% | 1.8% | 3.9% | -3.6% | 4.4% | 3.5% | -2.0% | -7.7% | 12.9% | 3.2% | 4.2% | 180.2% | 12.9% |
2021 | 0.7% | 4.1% | 5.6% | 1.9% | -0.3% | 3.1% | 2.2% | 3.8% | -14.7% | -2.2% | 3.0% | 2.7% | 10.0% | 190.2% | 12.7% |
2022 | -17.2% | 2.0% | 1.2% | -1.5% | -3.5% | 3.6% | -1.2% | 2.1% | -0.1% | 1.7% | -0.7% | -2.6% | -16.2% | 174.0% | 10.9% |
2023 | -0.3% | 0.8% | 1.9% | 0.1% | 10.2% | 2.2% | 11.5% | -11.7% | -3.8% | -2.8% | 5.1% | 5.2% | 18.4% | 192.4% | 11.3% |
2024 | 15.6% | -3.0% | 5.6% | 18.2% | 210.6% | 12.2% |
Hypothetical results on monthly basis, based on hypothetical results.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PL-Yr | CumPL | PL/Yr | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | -125 | -233 | -74 | 461 | 277 | -84 | 206 | 326 | 328 | 240 | -638 | -69 | 617 | 617 | 617 |
2008 | -598 | -37 | 30 | 115 | 96 | -224 | 88 | 124 | -196 | -93 | -41 | 283 | -452 | 165 | 83 |
2009 | -194 | -59 | 45 | 25 | -84 | 34 | 149 | -56 | 124 | -206 | 160 | 353 | 291 | 457 | 153 |
2010 | -89 | 357 | 477 | 279 | 230 | -240 | -150 | 58 | 350 | 208 | 543 | -257 | 1,768 | 2,224 | 557 |
2011 | 513 | 114 | 157 | -21 | 260 | -345 | 81 | -653 | 141 | 172 | 40 | 278 | 737 | 2,961 | 593 |
2012 | 287 | 187 | 398 | 25 | 98 | 67 | 214 | -46 | -64 | -257 | 71 | -121 | 859 | 3,820 | 637 |
2013 | 343 | 582 | 743 | 82 | 492 | -61 | 472 | -18 | 626 | 259 | 650 | -3 | 4,168 | 7,988 | 1,142 |
2014 | 442 | 270 | -716 | -270 | 443 | 437 | 199 | 605 | 302 | 117 | 414 | 118 | 2,361 | 10,349 | 1,294 |
2015 | 159 | 524 | 154 | -408 | 320 | -203 | 456 | -652 | -79 | 753 | 365 | -321 | 1,068 | 11,417 | 1,269 |
2016 | -426 | -322 | 158 | -168 | 394 | -86 | 448 | 226 | 155 | 187 | 589 | 348 | 1,501 | 12,918 | 1,292 |
2017 | 407 | 384 | 277 | 66 | 429 | -525 | 331 | 206 | 495 | 794 | -318 | -250 | 2,296 | 15,214 | 1,383 |
2018 | 915 | 103 | -659 | 137 | 1,107 | -52 | 185 | 695 | -1 | -1,242 | 131 | -916 | 403 | 15,616 | 1,301 |
2019 | 187 | 291 | 295 | 360 | -508 | 276 | 280 | 91 | -35 | 115 | 442 | 188 | 1,982 | 17,599 | 1,354 |
2020 | 240 | -440 | -1,019 | 177 | 387 | -364 | 442 | 352 | -195 | -771 | 1,289 | 322 | 420 | 18,019 | 1,287 |
2021 | 67 | 413 | 561 | 195 | -31 | 312 | 221 | 380 | -1,471 | -216 | 298 | 272 | 1,000 | 19,019 | 1,268 |
2022 | -1,723 | 201 | 123 | -148 | -347 | 362 | -119 | 212 | -14 | 166 | -68 | -262 | -1,618 | 17,401 | 1,087 |
2023 | -26 | 77 | 192 | 8 | 1,018 | 220 | 1,149 | -1,170 | -379 | -277 | 509 | 519 | 1,840 | 19,241 | 1,132 |
2024 | 1,558 | -301 | 563 | 1,820 | 21,061 | 1,221 |
Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).
Year | PL | ROI | Cum PL | Cum ROI | ROI/Yr |
---|---|---|---|---|---|
2007 | 617 | 6.2% | 617 | 6.2% | 6.2% |
2008 | -452 | -4.5% | 165 | 1.7% | 0.8% |
2009 | 291 | 2.9% | 457 | 4.6% | 1.5% |
2010 | 1,768 | 17.7% | 2,224 | 22.2% | 5.6% |
2011 | 737 | 7.4% | 2,961 | 29.6% | 5.9% |
2012 | 859 | 8.6% | 3,820 | 38.2% | 6.4% |
2013 | 4,168 | 41.7% | 7,988 | 79.9% | 11.4% |
2014 | 2,361 | 23.6% | 10,349 | 103.5% | 12.9% |
2015 | 1,068 | 10.7% | 11,417 | 114.2% | 12.7% |
2016 | 1,501 | 15.0% | 12,918 | 129.2% | 12.9% |
2017 | 2,296 | 23.0% | 15,214 | 152.1% | 13.8% |
2018 | 403 | 4.0% | 15,616 | 156.2% | 13.0% |
2019 | 1,982 | 19.8% | 17,599 | 176.0% | 13.5% |
2020 | 420 | 4.2% | 18,019 | 180.2% | 12.9% |
2021 | 1,000 | 10.0% | 19,019 | 190.2% | 12.7% |
2022 | -1,618 | -16.2% | 17,401 | 174.0% | 10.9% |
2023 | 1,840 | 18.4% | 19,241 | 192.4% | 11.3% |
2024 | 1,820 | 18.2% | 21,061 | 210.6% | 12.2% |
For each of our BFM Portfolio’s we aim to generate maximum return on investment with a limited risk. To achieve that we combine a number of trend following equity investment strategies with a number of income generating options strategies. The reward/risk ratio of each BFM Portfolio may vary per portfolio. This BFM Portfolio is the 10k portfolio variant, with US Nasdaq equities (from 2007) and AEX Index options (from June 2020).
210.6% (12.2% per year) | |
21,061 | |
64,085 | |
-43,025 | |
31,061 | |
10,000 | |
- | |
% | - |
- | |
- |
499 | |
199 (40%) | |
300 (60%) | |
3,765 | |
-4,040 | |
42 | |
322 | |
-143 | |
6,294 (100%) | |
6,294 | |
31-May-20 | |
28-Mar-24 |
Currency
Trading frequency
Performance
perPeriod | ROI (%) |
---|---|
Avg/year | +12.2% |
24M | +30.0% |
12M | +30.5% |
3M | +17.8% |
YTD | +18.2% |
Since Start | +210.6% |
A collaboration between Harm van Wijk (beleggen.com) and Herbert Robijn (Finodex). Harm and Herbert run model portfolio's for equities and options together. Focused on generating income.