Type Overall Performance 01.01.2015 – 12.31.2019
Annual Performance 01.01.2015 – 12.31.2019
SpEFEKTETO Complex Portfolio “C” + 130.4 % + 18.2 %
SpEFEKTETO Split Section Portfolio “B” + 136.2 % + 18.8 %
SpEFEKTETO Split Portfolio “A” + 48 % + 8.2 %
Benchmarks Overall Performance 01.01.2015 – 12.31.2019 Annual Performance 01.01.2015 – 12.31.2019
S&P 500 Index + 57 % + 9.4 %
Dax 30 Index + 27.8 % + 5 %
Hang Seng Index + 18.8 % + 3.5 %

*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)
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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