On 2/05/18 the VIX INDEX spiked 115.60% in one day for its largest gain in history. Many volatility funds ceased to exist after that day. LORD NDX & Volatility Mix Portfolio survived but took a hit of -16.17% on 2/05/18 due to 73 Options Contracts that were not hedged. Lesson learned. Effective 2/06/18 all Options Contracts in the portfolio will carry STOPS at all times and/or be hedged.
*RESULTS AS OF 1/31/18
*3 Month - 6.06% (Theta Research Rank 111 out of 116 Tracked)
*1 YEAR + 0.90% (Theta Research Rank 97 out of 111 Tracked)
1 Year Sharpe Ratio -0.05
*INCEPTION CUMULATIVE + 17.83%
INCEPTION ANNUAL RET. + 5.46%
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*Past performance does not guarantee future results. You should not rely on any past performance as of a guarantee of future investment performance. Investors are cautioned that data based on less than 5 years experience may not be sufficient to establish a track record on which investment decisions can be based.