Type Overall Performance 01.01.2015 – 12.31.2020.
Annual Performance 01.01.2015 – 12.31.2020.
SpEFEKTETO Complex Portfolio “C” + 228.3 % + 21.9 %
SpEFEKTETO Split Section Portfolio “B” + 230.5 % + 22.05 %
SpEFEKTETO Split Portfolio “A” + 21.3 % + 3.3 %
Benchmarks Overall Performance 01.01.2015 – 12.31.2020. Annual Performance 01.01.2015 – 12.31.2020.
S&P 500 Index + 82.5 % + 10.5 %
Dax 30 Index + 40.5 % + 5.8 %
Hang Seng Index + 14.8 % + 2.3 %

*The values ​​do not show dividends and are pre-tax.

 

 

Itemized of Swing Trades, Split Section Portfolio “B”, Split Portfolio “A”

Company Ticker Closing date of the Position Holding period in days Gains (after deducting transaction costs)
National Beverage Corp. FIZZ 01.29.2021. 604 + 232.1% (+244.2%)
Hormel Foods Corporation HRL 11.05.2020. 594 + 15 %
Tiffany & Co. TIF 05.28.2019. 130 + 2.1 %
Apple Inc. AAPL 03.07.2019. 50 + 10 %
Edwards Lifesciences Corporation EW 11.13.2018. 27 – 0.3 %
Facebook Inc. FB 10.30.2018. 13 – 11.9 %
Magna International Inc. MGA 10.09.2018. 34 – 6.8 %
3M Company MMM 10.09.2018. 91 + 4.7 %
Chipotle Mexican Grill Inc. CMG 08.28.2018. 267 + 50.3 %
Intuit Inc. INTU 06.25.2018. 27 + 2.36 %
Hormel Foods Corporation HRL 05.24.2018. 43 – 1.75 %
Fastenal Company FAST 04.11.2018. 92 – 9 %
NIKE Inc. NKE 12.21.2017. 97 + 12.9 %
Corning Incorporated GLW 12.01.2017. 100 + 10 %
Gilead Sciences Inc. GILD 09.13.2017. 15 + 10 %
Hormel Foods Corporation HRL 08.29.2017. 222 + 10 %
NIKE Inc. NKE 08.18.2017. 59 + 5.6 %
Cerner Corporation CERN 06.09.2017. 141 + 30 %
CF Industries Holdings Inc. CF 01.18.2017. 264 – 5.1 %
NVIDIA Corporation NVDA 01.03.2017. 32 + 17.5 %
Fossil Group Inc. FOSL 11.30.2016. 229 – 20.6 %
Cerner Corporation CERN 04.22.2016. 24 + 10 %
Danaher Corporation DHR 04.01.2016. 35 + 7.3 %
Infosys Limited INFY 03.28.2016. 74 + 10.7 %
Cummins Inc. CMI 02.10.2016. 28 + 10 %
Texas Instruments Incorporated TXN 12.18.2015. 142 + 10 %
Apple Inc. AAPL 12.11.2015. 53 + 1.66 %
Simulations Plus Inc. SLP 09.09.2015. 166 + 41.7 %
Monster Beverage Corporation MNST 05.11.2015. 45 – 3.4 %
Under Armour Inc. UA 03.25.2015. 54 + 10 %
Infosys Limited INFY 01.27.2015. 36 + 10.3 %

 

 

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