My GARP Portfolio Returned Upwards of 20% Since June, a New Portfolio is Coming Soon

Sat Dec 17, 2016 12:45pm EST 7

In spite of taking a year off from picking stocks and actively trading, my twice per annum update GARP portfolio in Exodus, designed for passive, low turn over returns, looks like it’ll close up more than 20% for the year.

The first half was marred by a fucked up crash and subsequent reflation. As you can see from my post on May 31th, 2016, the GARP index registered a return of 2% for the first half.

I specifically designed the 2nd half portfolio, which is long only of 15 stocks in different industries, for a Trump win. The results have been nothing less than stellar. Here is the portfolio and chart of the index — which is trading at 158, up from a February low of 107.

The biggest gains were had in $X, $CLF, SMG, $MFC and $YELP, with leading losers in $UAA and $EXR. The new index, which will be launched after the New Year, will include a specific thesis based off a strong dollar.

Vince, aka Raul, created the GARP index inside Motif, which permits you to buy all 15 stocks with one click. I do not get compensated for any of this.