Results

How are we doing here at The Oxen Group?

In July of 2011, we combined our Buy Pick and Short Sell Portfolio into the Short-Term Equity Portfolio as well as launched our first Options Portfolio and Earnings Alpha Portfolio. Below, we have historical results for our new and old portfolios:

 

Short-Term Equity Portfolio:

2012 Results

Portfolio Gain – 16.93% Download Results
Portfolio Accuracy 72% 53 out of 74 Correct

2011 Results

Unleveraged Portfolio Gain – 32.26% Download Results
Leveraged Portfolio Gain – 64.00% Download Results
Portfolio Accuracy 68% 166 out of 241 Correct
S&P 500 Gain – +0.00% We beat by 6400 Basis Points
Russell 2000 Gain - -4.99% We beat by 6899 Basis Points
Dow Jones Industrial Average Gain - +5.25% We beat by 5875 Basis Points

 

Options Portfolio (started July 2011):

2012 Results

Portfolio Gain – 13.87% Download Results
Portfolio Accuracy 80% 44 out of 55 Correct

2011 Results

Unleveraged Portfolio Gain – 36.15% Download Results
Portfolio Accuracy 78.75% 63 out of 80 Correct

 

Earnings Alpha Portfolio (started Sept. 2011):

2012 Results

Portfolio  Gain – 29.52% Download Results
Portfolio Accuracy 80% 44 out of 55 Correct

2011 Results

Unleveraged Portfolio Gain - 35.02% Download Results
Portfolio Accuracy 81% 47 out of 58 Correct

 

Buy Pick Portfolio:

2010 Results

Unleveraged Portfolio Gain – 139.77% Download Results
Leveraged Portfolio Gain – 244.07% Download Results
Buy Pick Portfolio Accuracy 74% 147 out of 199 Correct
S&P 500 Gain – 12.78% We Beat by 12700 Basis Points
Russell 2000 Gain – 25.30% We Beat by 11400 Basis Points
Dow Jones Industrial Average Gain – 11.02% We Beat by 12800 Basis Points

 

2009 Results

Unleveraged Portfolio Gain – 108.29% Download Results
Leveraged Portfolio Gain – 295.09% Download Results
Buy Pick Portfolio Accuracy 82% 125 out of 153 Correct
S&P 500 Gain – 19.67% We Beat by 8900 Basis Points
Russell 2000 Gain – 51.62% We Beat by 5700 Basis Points
Dow Jones Industrial Average Gain – 15.42% We Beat by 9300 Basis Points

 

Short Sale Portfolio:

2011 Results

Unleveraged Portfolio Gain – 18.68% Download Results
Leveraged Portfolio Gain – 40.43% Download Results
Short Sale Portfolio Accuracy 81% 43 out of 53 Correct

 

2010 Results

Unleveraged Portfolio Gain – 29.71% Download Results
Leveraged Portfolio Gain – 69.36% Download Results
Short Sale Portfolio Accuracy 77.22% 61 out of 79 Correct

 

2009 Results

Unleveraged Portfolio Gain – 9.82% Download Results
Leveraged Portfolio Gain - 34.72% Download Results
Short Sale Portfolio Accuracy 71% 41 out of 58 Correct

 

Option Spread Portfolio

2012 Options Portfolio:

- Portfolio started 11/15/2011

Options Portfolio

Current Gain - 8.83%

November Gain – -1.56%

December Gain – 6.39%

January Gain5.16%

February Gain – -0.05%

March Gain - -1.13%

April - -8.95%

Download Results
Portfolio Accuracy 69.69% 23 out of 33 Correct

 

Credit Spread Options Portfolio:

- Portfolio started 6/2011, Closed 11/2011

Credit Spread Portfolio

July Gain – 11.24%

August Gain – -24.71%

September Gain – 3.10%

October Gain - -1.00%

Overall Gain - -28.13%

Download Results
Portfolio Accuracy 79.31% 23 out of 29 Correct

 

Dollar & $en$e Results

2012 Dollar & Sense Portfolio:

- Portfolio started 01/2012

Portfolio

Current Gain - 4.23%

Download Results

 

 

This page is updated monthly.

If you want to take advantage of the success of The Oxen Group, join now.

4 Responses to Results

  1. Christian Amos says:

    Hi,
    living in Australia obviously makes it difficult to make these trades during US market hours.
    does the oxen group offer Auto trade for the porfolios?

    • David Ristau says:

      We don’t offer anything like that at this time. Great idea though.

    • Greg says:

      Hi – as a fellow Australian (and who sometimes lives in Japan) I also have this problem. Our auto-traders (Global Auto Trading: http://www.global-autotrading.com/ ) are going to auto-trade the Oxen service for us, possibly just using the cheap (emails only) package although I may subscribe for the premium package – have not decided yet. Global will coach you through signing up with Interactive Brokers (depositing money with Bank of America, Sydney Branch, $5000 minimum) and will enter trades on your Interactive account at $1 per trade (so much cheaper than Australia!!). This will cost you about $50 per month for the first service you trade with them, less for subsequent services (I add new services for $10 each). I am not working for Global or anything – just a very happy client, and I also love the look of the Oxen Group work. Some really good trading here! Greg (greginjapan@gmail.com).

      • David Ristau says:

        Greg,

        We are working with a number of autotrading services to set them up for trading purposes. Crazy timing…

        We will be offering autotrading by the end of the month.

        We are working with global, eoption, covestor, and another.

        Thanks for the comment.

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