| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | YTD€ | CUM | CUM€ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 3.12 | 3.45 | 0 | 0.2 | 25.94 | 23.84 | 10.42 | 5.47 | 20.76 | -5.98 | 36.58 | 8.5 | +132.30% | 16538 | +132.30% | 16538 |
| 2021 | 5.84 | 12.32 | -5.38 | -2.61 | -1.81 | 2.99 | -2.11 | -2.65 | -2.75 | 6.74 | 9.64 | -4.41 | +15.81% | 1976 | +148.11% | 18514 |
| 2022 | -1.24 | 4.55 | 1.53 | -0.1 | 0.03 | 0.36 | -1.37 | -0.97 | -0.44 | 0 | 1.29 | -0.82 | +2.82% | 353 | +150.93% | 18866 |
| 2023 | 0.76 | -2.69 | 0.74 | 1.92 | 9.49 | 1.47 | 0.32 | -2.46 | -2.46 | -1.69 | 19.56 | 8.22 | +33.18% | 4148 | +184.11% | 23014 |
| 2024 | 6.65 | 5.19 | 3.16 | -2.61 | 9.12 | -1.34 | -4.84 | 2.46 | 3.63 | 0.78 | 1.81 | -0.43 | +23.58% | 2948 | +207.69% | 25961 |
| 2025 | -1.98 | -2.76 | 0 | 0.52 | 3.32 | 7.23 | -0.52 | -0.84 | 10.21 | 4.5 | -12.64 | 0.19 | +7.23% | 904 | +214.92% | 26865 |
| 2026 | 8.48 | 0.16 | 0 | 1.56 | — | — | — | — | — | — | — | — | +10.20% | 1275 | +225.12% | 28140 |
The Exclusive Signals Stock Trading system uses a portfolio of approximately 150 different stocks. This portfolio is reviewed once a month to determine whether the selected stocks still meet the criteria. As a result, some of the stocks in the portfolio may be changed from time to time.
Currently, the basket consists of these seven different sectors:
- Communication Services
- Consumer Discretionary
- Consumer Staples
- Healthcare
- Industrials
- Information Technology, and
- Utilities
These seven sectors are classified according to the Global Industry Classification Standard (GICS). According to GICS, there are a total of 11 sectors. Every publicly traded U.S. stock is classified into one of the 11 sectors. For example, both Tesla and Amazon are classified in the “Consumer Discretionary” sector.
Currently, the stock portfolio consists of about 150 different stocks, each belonging to one of the seven sectors mentioned above. The first six sectors include many growth stocks. The Utilities sector often acts as a safe haven when the markets correct.
The system searches for the strongest stocks in the strongest sectors to include them in the portfolio. The stock selection often consists of stocks from two or three different sectors. This sector diversification is designed to limit risk.
To limit risk even further, in addition to sector diversification, three different market indicators are continuously monitored. When two (or three) of the three indicators are in the red, no position is taken temporarily. Numerous tests have shown that when these situations occur, a negative result will be achieved over a longer period. Furthermore, this has a positive effect on the equity curve, which will consequently show less severe drawdowns.
Sincerely,
Henry van Ginkel