One Year Results

Our subscription service is one year old. The results of our model portfolio are also one year old. We were up 14.2% versus the tech heavy NASDAQ, QQQs up about 5.4% in that same time. Here's the results and some thoughts.
 

Elazar Results


We model the portfolio in a hedge fund fashion with longs and shorts. The longs are mostly our Strong Buys and the shorts are ETFs that help us hedge or go net short when we think there's risk in the market. We didn't short individual stocks.

Here's the results followed by some commentary.

When the QQQs dipped and bounced back we managed to keep performance steady with a gradual build.

Here's our performance by security. We included any security that impacted the portfolio by more than plus or minus 1%.
 


ETFs were our biggest loser which we're happy with because we mostly had our net exposure at around 20% or less. So when the ETFs lost the stocks (the longs) made money. And since the market was net-net higher in that time the shorts (the ETFs) by definition should lose.

Trade Desk, we caught right for earnings a couple of times and caught some big runs.

Tesla, we actually got small until we saw it stop dropping into the 260s last year and got big ahead of a big run to the 330s.

Arista we had several quarters of success.

Qualcomm we got big when the Apple deal was announced but actually stepped to the sidelines after we saw the just-reported quarter that disappointed us.

You also see our losers were smaller than our winners. We cut losers fast and tried to let winners run. That's why we only have one individual stock that hit the portfolio by greater than 1%.

That points to our risk averse approach by not accepting losses and cutting them soon. The market can be a good gauge to let us know if we might be right or wrong. We listen to the market.

Our big winners were mostly catching them after falling and getting big when we thought they were about to move up technically and/or ahead of earnings events where we felt our numbers were better than the Street.

We don't have a problem to get big for earnings events as long as we have conviction in our work, the story and our numbers.

The following is the overall performance.What I'm pretty proud of is the gradual build in performance just about every month while the QQQs were up and down (volatile).

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Disclaimer: Stocks reported by Elazar Advisors, LLC are guided by our daily, weekly and monthly methodologies. We have a daily overlay which changes more frequently which is reported to our premium ...

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