SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst

Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Mean Reversion Investment Strategy  (EC1) and the Vanguard Total World Stock Index ETF (VT).  We prepared this presentation using Interactive Brokers Portfolio Analyst.

For background information regarding the mean reversion investment strategy employed by EC1, see “Rotational Trading using the %b Oscillator” by H. Parker Evans, CFA, CFP, CMT published in the Journal of Technical Analysis.

 

EC1 is private pooled investment vehicle (hedge fund) that accepts investment subscriptions only from qualified accredited investors. EC1 trades and invests in various types of securities including stocks, bonds, options, and futures. EC1 may use leverage in the form of margin borrowing and may go long and short. Historical performance is not predictive of future returns.

For more information regarding EC1, including the Private Offering Memorandum, please call Successful Portfolios at (727) 744-3614.  EC1 is not suitable for every investor and is not intended to be a complete investment program. EC1 is a speculative investment involving a high degree of risk. Investors should have the financial capacity, experience and willingness to bear that risk.

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.