- The Premium Portfolio has gained +6.80% YTD compared to the S&P 500 +21.62% YTD and the Aurum Hedge Fund Industry Index +6.31% with one week to go.
- The Premium Portfolio compound annual growth rate (CAGR) of +25.57% compares favorably to the S&P 500 of +14.31% CAGR from 2018.
- The Premium Portfolio cumulative total return of +248.6% over four years compares well to +170.8% for the S&P 500.
- The Premium Portfolio has had positive consecutive annual gains in each of past the four years, beating the S&P 500 in 3 out 4 years and in total returns.
- The 2021 Premium Portfolio gains were accomplished following the Momentum Gauge® signals using only 24 full weeks of active trading.
For further details see:
V&M Premium Portfolio: 2021 Year-End Report Card Through Week 51