Here we will share with you the historical returns of our AlphaDogs portfolio from inception onward and our new Trend Following program’s returns from its inception on January 1, 2020 onward.

2024 Returns, so far:

The Escalator project up 32.7%

The AlphaDogs portfolio up 25.33%

The Trend Following program up 18.28%

2023 Returns

The Escalator Project earned +59.41%

The AlphaDogs portfolio earned +15.1%

The Trend Following program earned +18.03%

2022 Returns

The Escalator Project - this live portfolio is currently invested and has earned a positive return.

Alpha Dogs portfolio - model portfolio of $1,000,000 invested on January 1, 2022.

January 2022 loss of 3.94% portfolio ending value $946,034.

February 2022 loss of 0.97% portfolio ending value $936,843. Total compounded loss of -6.3%.

March 2022 gain of 4.66% portfolio ending value $980,454. Total compounded loss of -1.95%.

April 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

May 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

June 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

July 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

August 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

September 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

October 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

November 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

December 2022 gain of 0%. portfolio ending value $980,454. Total compounded loss of 1.95%

Trend Following program - model of $1,000,000 invested on January 1, 2022.

January 2022 loss of 9.2%. Portfolio ending value $907,987.

February 2022 loss of 3.22%. Portfolio ending value $878,762. Total compounded loss of 12.12%.

March 2022 gain of 0.54%. Portfolio ending value $883,548. Total compounded loss of 11.6%.

April 2022 gain of 0.24%. Portfolio ending value $885,669. Total compounded loss of 11.4%.

May 2022 loss of 3.01%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

June 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

July 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

August 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

September 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

October 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

November 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

December 2022 loss of 0%. Portfolio ending value $859,023. Total compounded loss of 14.6%.

2021 returns

The Escalator Project - this live portfolio is currently invested and has earned a positive return.

AlphaDogs portfolio - model portfolio of $1,000,000 invested on January 1, 2021.

January 2021 loss of 0.5% portfolio ending value $995,056.

February 2021 gain of 2.05% portfolio ending value $1,015,502. Total compounded gain of 1.5%

March 2021 gain of 5.46% portfolio ending value $1,067,070. Total compounded gain of 6.7%

April 2021 gain of 5.04% portfolio ending value $1,120,926. Total compounded gain of 12.09%

May 2021 gain of 1.18% portfolio ending value $1,134,205. Total compounded gain of 13.42%

June 2021 gain of 1.54% portfolio ending value $1,151,725. Total compounded gain of 15.17%.

July 2021 gain of 0.86% portfolio ending value $1,161,592. Total compounded gain of 16.1%.

August 2021 gain of 2.3% portfolio ending value $1,188,309. Total compounded gain of 18.8%.

September 2021 loss of 4.1% portfolio ending value $1,138,721. Total compounded gain of 13.8%

October 2021 gain of 6.02% portfolio ending value $1,207,311. Total compounded gain of 20.7%

November 2021 loss of 2.36% portfolio ending value $1,178,805. Total compounded gain of 17.8%

December 2021 gain of 5.77% portfolio ending value of $1,246,822. Total compounded gain of 24.6%

Trend Following program - model of $1,000,000 invested on January 1, 2021.

January 2021 gain of 1.1% portfolio ending value $1,011,037.

February 2021 gain of 3.3% portfolio ending value $1.044,401. Total compounded gain of 4.4%

March 2021 gain of 1.67% portfolio ending value $1,061,900. Total compounded gain of 6.19%

April 2021 gain of 6.4% portfolio ending value $1,130,501. Total compounded gain of 13.5%

May 2021 gain of 0.85% portfolio ending value of $1,140,201. Total compounded gain of 14.02%

June 2021 gain of 3.0% portfolio ending value of $1,174,608. Total compounded gain of 17.46%

July 2021 gain of 1.19% portfolio ending value of $1,188,586. Total compounded gain of 18.8%.

August 2021 gain of 2.5% portfolio ending value of $1,218,301. Total compounded gain of 21.8%

September 2021 loss of 4.62% portfolio ending value $1,162,015. Total compounded gain of 16.2%

October 2021 gain of 5.2% portfolio ending value $1,222,440. Total compounded gain of 22.2%

November 2021 loss of 1.95% portfolio ending value $1,198,602. Total compounded gain of 19.8%

December 2021 gain of 5.27% portfolio ending value $1,261,768. Total compounded gain of 26.1%

2020 returns

The Escalator Project - model portfolio of $1,000,000 invested on January 1,2020.

Trade 1: Days invested in the market: 31. gain or loss +16.19%

Trade 2: Days invested in the market: 78. gain or loss +24.59%

Trade 3: Days invested in the market: 21. gain or loss +1.0%

Locked-in gains of 46.2%

Trade 4: Has begun and is in positive territory.

2020 ended with this program up, a total gain of 65.3%! portfolio ending value of $1,653,000.

AlphaDogs portfolio - model portfolio of $1,000,000 invested on January 1, 2020.

January 2020 gain of 0.14% portfolio ending value $1,001,396.

February 2020 loss of 0.14% portfolio ending value $999,999. Total compounded gain of 0.0%

March 2020 gain of 0.0% portfolio ending value $999,999. Total compounded gain of 0.0%

April 2020 gain of 0.0% portfolio ending value $999,999. Total compounded gain of 0.0%

May 2020 gain of 0.0% portfolio ending value $999,999. Total compounded gain of 0.0%

June 2020 gain of 0.0% portfolio ending value $999,999. Total compounded gain of 0.0%

July 2020 gain of 7.08% portfolio ending value $1,069,707. Total compounded gain of 6.9%

August 2020 gain of 5.64% portfolio ending value $1,130,011. Total compounded gain of 13.0%

September 2020 loss of 2.22% portfolio ending value $1,104,899. Total compounded gain of 11.0%

October 2020 loss of 0.91% portfolio ending value $1,095,013. Total compounded gain of 9.5%

November 2020 gain of 10.56% portfolio ending value $1,210,602. Total compounded gain of 21.0%

December 2020 gain of 3.34% portfolio ending value $1,251,036. Total compounded gain of 25.1%

Total for 2020 25.1% gain.

The S&P 500 got 16.26% in 2020.


Trend Following program - model of $1,000,000 invested on January 1, 2020.

January 2020 loss of 0.06% portfolio ending value $999,389.

February 2020 loss of 7.43% portfolio ending value of $919, 457. Total compounded loss of 8.05%

March 2020 gain of 0.0% portfolio ending value of $919,457. Total compounded loss of 8.05%

April 2020 gain of 0.0% portfolio ending value of $919,457. Total compounded loss of 8.05%

May 2020 gain of 3.75% portfolio ending value of $953,936. Total compounded loss of 4.6%

June 2020 gain of 1.15% portfolio ending value $968,254. Total compounded loss of 3.2%

July 2020 gain of 5.13% portfolio ending value $1,011,611. Total compounded gain of 1.16%

August 2020 gain of gain of 7.1% portfolio ending value $1,083,476. Total compounded gain of 8.3%

September 2020 loss of 3.9% portfolio ending value $1,053,029. Total compounded gain of 5.3%

October 2020 loss of 1.95% portfolio ending value $1,032,501. Total compounded gain of 3.2%

November 2020 gain of 13.0% portfolio ending value $1,167,139. Total compounded gain of 16.7%

December 2020 gain of 4.25% portfolio ending value $1,216,742.. Total compounded gain of 21.6%

Total for 2020 gain of 21.6%

The S&P 500 got 16.26%



2019 returns - AlphaDogs program

Model portfolio of $1,000,000 invested on January 1, 2019.

January 2019 gain of 0% portfolio ending value $1,000,000.

February 2019 gain of 0%. portfolio ending value of $1,000,000.

March 2019 gain of 0% portfolio ending value of $1,000,000.

April 2019 gain of 1.75% portfolio ending value of $1,017,443.

May 2019 lose 4.38% portfolio ending value of $972,940. Total compounded gain of -2.7%

June 2019 gain 5.81% portfolio ending value $1,029,471. Total compounded gain of 2.9%

July 2019 gain 1.11% portfolio ending value $1,040,860. Total compounded gain of 4.0%

August 2019 lose 0.4% portfolio ending value $1,036,410. Total compounded gain of 3.6%

September 2019 gain 1.96% portfolio ending value $1,056,746. Total compounded gain of 5.6%

October 2019 gain 1.57% portfolio ending value $1,073,316. Total compounded gain of 7.3%

November 2019 gain 2.5% portfolio ending value $1,100,221. Total compounded gain of 10.0%

December 2019 gain 2.34% portfolio ending value $1,119,818. Total compounded gain of 11.9%


2018 returns - AlphaDogs program

Model portfolio of $1,000,000 invested on January 1, 2018

January 2018   gain 4.19%  portfolio ending value $1,041,835.

February 2018  lose 5.16%  portfolio ending value $988,029.   Total compounded gain of -1.19%

March 2018  lose 1.14%  portfolio ending value $976,777.  Total compounded gain of -2.3%

April 2018  zero gain or loss  portfolio ending value $976,777.  Total compounded gain of -2.3%

May 2018   zero gain or loss  portfolio ending value $976,777.  Total compounded gain of -2.3%

June 2018  zero gain or loss  portfolio ending value $976,777.  Total compounded gain of -2.3%

July 2018  gain 2.96%  portfolio ending value $1,005,656.   Total compounded gain of 0.6%

August 2018  gain 3.24%  portfolio ending value $1,038,239.  Total compounded gain of 3.8%

September 2018 lose 0.4% portfolio ending value $1,033,980. Total compounded gain of 3.4%

October 2018 lose 6.91% portfolio ending value $962,528. Total compounded gain of -3.7%

November 2018 gain 0.0% portfolio ending value $962,528. Total compounded gain of -3.7%

December 2018 gain 0.0% portfolio ending value $962,528. Total compounded gain of -3.7%

 

 

2017 returns - AlphaDogs program

Model portfolio of $1,000,000 invested on February 1, 2017

February 2017  gain 2.51% portfolio ending value is $1,025,100

March 2017  lose 0.22%  portfolio ending value $1,022,849   Total compounded gain of 2.28%

April 2017  gain 1.11%  portfolio ending value $1,034,203   Total compounded gain of 3.42%

May 2017  gain 0.6%  portfolio ending value $1,040,408   Total compounded gain of 4.04%

June 2017  lose 0.05%  portfolio ending value $1,039,888   Total compounded gain of 3.98%

July 2017  gain 1.94%  portfolio ending value $1,060,061   Total compounded gain of 6.00%

August 2017  gain 0.22%  portfolio ending value $1,062,393   Total compounded gain of 6.23%

September 2017  gain 1.67%  portfolio ending value $1,080,134   Total compounded gain of 8.01%

October 2017  gain 2.01%  portfolio ending value $1,101,844   Total compounded gain of 10.18%

November 2017  gain 3.37%  portfolio ending value $1,138,976   Total compounded gain of 13.89%

December 2017  gain 0.5%  portfolio ending value $1,144,670   Total compounded gain of 14.46%