BC Portfolio Performance

October 20, 2018 -- The most up to date BC Model Portfolio performance is published on the BC Live daily blog. Periodically, this page is updated to reflect the performance of the two active BC Model Portfolios. These are hypothetical portfolios with time-stamped entries and exits published live at the time of the trade and tweeted out to our members at the moment of execution.

Each portfolio listed in the performance pages below constitute entirely different strategies, serve entirely different purposes and are entirely independent portfolios standing alone. The performance data for the BC Trading Portfolio and the BC Fund Model Portfolio includes open positions.

The BC Trading Portfolio: +719.04%

Full Trading History & Details [OUTDATED]
The BC Trading Portfolio is currently up +719.04% overall as of the close of trading on Friday, October 19, 2018 and is allocated 0.00% into options and 100.00% into common stock positions as of the close of the month. The Portfolio launched with $100,000 and has risen to $819,041.50 in 13-months of trading.

BC Trading Portfolio Performance by Year
Year 1 (September 2017 to September 2018): $636,570.00 (+636.57%)
Year 2 (September 2018 to October 2018): $82,473.00 (+11.20%)
Total Returns: $719,041.50 (+719.04%)

BC Trading Portfolio Portfolio Values
Starting Value: $100,000.00
End of Year 1: $736,570.00
Current Value: $819,041.50

The BC Fund Model Portfolio: +42.90%

Full Trading History & Details [OUTDATED]
The BC Fund Model Portfolio is currently up 42.90% as of the close of trading on October 20, 2018. This is a diversified portfolio investing primarily in highly liquid large and mid-cap equities. It is a model portfolio that emulates a typical U.S. long-short diversified fund. With exception of index ETFs which are by nature well diversified, the portfolio has concentration requirements of 10% at cost-basis. We generally rebalance the portfolio on the completion of a strategic trade. The portfolio launched in April 2016 and has vastly outperformed the S&P 500 each year. While the performance date has not been updated recently, the BC Live Page reflects the most recent data.

BC Fund Model Portfolio Performance by Year
2016 Return:$105,990.10 (+10.60%)
2017 Return: $227,945.54 (+20.61%)
2018 Return: $95,064.00 (+7.15%)
Total Return: $428,990.64 (+42.90%)

BC Fund Model Portfolio Values
Starting Value: $1,000,000.00
Calendar 2016: $1,105,990.10
Calendar 2017: $1,333,935.64
Current Value: $1,428,990.64