BFM Model Portfolio 10k US

Characteristics

Performance YTD Performance 3M Performance 12M Performance 24M Performance (since start)
-3.0% + 4.6% + 2.2% + 0.7% + 173.0%
Average Performance per year Risk Number Risk Profile Initial Capital
+ 12.7% 3.5 Very offensive €10,000

Performance Graphs

Historical hypothetical return on investment (ROI) per year, based on hypothetical results.

Historical hypothetical results (PL) per year, based on hypothetical results.

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%
20115.1%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%
20122.9%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%
20133.4%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%
20144.4%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%
20151.6%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%
20174.1%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%
20189.1%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%
20191.9%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%
20202.4%-4.4%-10.2%1.8%3.9%-3.6%4.4%2.8%-3.0%173.0%12.7%
  results from backtest
  results from live-trading

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
2007-125-233-74461277-84206326328240-638-69617617617
2008-598-373011596-22488124-196-93-41283-45216583
2009-194-594525-8434149-56124-206160353291457153
2010-89357477279230-240-15058350208543-2571,7682,224557
2011513114157-21260-34581-653141172402787372,961593
2012287187398259867214-46-64-25771-1218593,820637
201334358274382492-61472-18626259650-34,1687,9881,142
2014442270-716-2704434371996053021174141182,36110,3491,294
2015159524154-408320-203456-652-79753365-3211,06811,4171,269
2016-426-322158-168394-864482261551875893481,50112,9181,292
201740738427766429-525331206495794-318-2502,29615,2141,383
2018915103-6591371,107-52185695-1-1,242131-91640315,6161,301
2019187291295360-50827628091-351154421881,98217,5991,354
2020240-440-1,019177387-364442279-29817,3011,271
  results from backtest
  results from live-trading

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
20076176.2%6176.2%6.2%
2008-452-4.5%1651.7%0.8%
20092912.9%4574.6%1.5%
20101,76817.7%2,22422.2%5.6%
20117377.4%2,96129.6%5.9%
20128598.6%3,82038.2%6.4%
20134,16841.7%7,98879.9%11.4%
20142,36123.6%10,349103.5%12.9%
20151,06810.7%11,417114.2%12.7%
20161,50115.0%12,918129.2%12.9%
20172,29623.0%15,214152.1%13.8%
20184034.0%15,616156.2%13.0%
20191,98219.8%17,599176.0%13.5%
2020-298-3.0%17,301173.0%12.7%
  results from backtest
  results from live-trading

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

173.0% (12.7% per year)
-
3.09
17,301
25,569
-8,268
27,301
0
10,000
-
% -
-
-
3.5
350
139 (40%
211 (60%
2,280
-2,055
49
184
-39
4,969 (100%
4,969
31-May-20
12-Aug-20
BFM Model Portfolio 10k US

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Trades

  • Stocks
  • Options

Currency

  • EUR

Trading frequency

  • Weekly

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.

BFM Model Portfolio 10k US