BFM Model Portfolio 10k US
Characteristics
Performance Graphs
Historical hypothetical return on investment (ROI) per year, based on hypothetical results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical hypothetical return on investment (ROI) per year, based on hypothetical results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Performance Tables
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% | -7.4% | -11.6% | 164.4% | 11.9% |
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 | -743 | -1,164 | 16,435 | 1,189 |
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 | -1,164 | -11.6% | 16,435 | 164.4% | 11.9% |
BFM Model Portfolio 10k US
Description
For each of our BFM Model 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 Model Portfolio may vary per portfolio.
This BFM Model Portfolio is the 10k portfolio variant, with US Nasdaq equities (from 2007) and AEX Index options (from June 2020).
Performance Statistics
| 164.4% (11.9% per year) | |
| 16,435 | |
| 25,173 | |
| -8,738 | |
| 26,435 | |
| 10,000 | |
| - | |
| % | - |
| - | |
| - |
| 358 | |
| 142 (40%) | |
| 216 (60%) | |
| 2,280 | |
| -2,055 | |
| 46 | |
| 177 | |
| -40 | |
| 5,047 (100%) | |
| 5,047 | |
| 31-May-20 | |
| 28-Oct-20 |
Subscribe to System + Copy Trade
Receive trading signals incl. Copy Trade for order execution (excl. transaction costs broker)
47 per month
41 per month (based on annual subscription)
Order nowCurrency
- EUR
Trading frequency
- Weekly
Performance
per| Period | ROI (%) |
|---|---|
| Avg/year | +11.9% |
| 24M | -4.6% |
| 12M | +3.2% |
| 3M | +6.0% |
| YTD | -11.6% |
| Since Start | +164.4% |
Signal Provider: BFM Model Portfolio's
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.