How has the icTracker performed against the DJ Industrial Avg?

Starting with an initial corpus of $100,000, we backtested the performance of the icTracker by constructing a virtual portfolio based on the icTracker recommendations, and benchmarked it against the DJ Industrial Avg. Here is how this virtual portfolio has performed from December 2008 onwards:

As seen above, the initial corpus of $100,000 invested on December 31 2008 has grown to $531,494 as of December 31 2018.

In other words, the icTracker has outperformed the DJ Industrial Avg by 145% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
18.17%9.61%0.513935312.02%126.38%29.57%19.43%

The detailed performance data for the above chart is shown below.

icTracker gen.DJ Industrial Avg
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
31 Dec 200823 Feb 2009100,0007,114.78100,000
31 Mar 200926 May 2009100,0008,473.49119,097
30 Jun 200924 Aug 2009102,3059,509.28133,655
30 Sep 200923 Nov 2009103,17810,450.95146,891
31 Dec 200922 Feb 201099,85710,383.38145,941
31 Mar 201024 May 201097,16810,066.57141,488
30 Jun 201023 Aug 201097,80010,174.41143,004
30 Sep 201022 Nov 2010107,47411,178.58157,118
31 Dec 201022 Feb 2011108,15812,212.79171,654
31 Mar 201123 May 2011108,99812,381.26174,022
30 Jun 201122 Aug 2011107,96410,854.65152,565
30 Sep 201122 Nov 2011115,13011,493.72161,547
30 Dec 201121 Feb 2012129,37012,965.69182,236
30 Mar 201222 May 2012134,05312,502.81175,730
30 Jun 201222 Aug 2012157,86413,172.76185,146
30 Sep 201223 Nov 2012180,57613,009.53182,852
31 Dec 201222 Feb 2013183,57714,000.57196,782
31 Mar 201323 May 2013204,29815,294.50214,968
30 Jun 201322 Aug 2013229,06114,963.74210,319
30 Sep 201322 Nov 2013254,39616,064.77225,794
31 Dec 201324 Feb 2014290,62316,207.14227,795
31 Mar 201423 May 2014295,58016,606.27233,405
30 Jun 201422 Aug 2014314,84417,001.22238,956
30 Sep 201424 Nov 2014326,08917,817.90250,435
31 Dec 201423 Feb 2015354,40518,116.84254,637
31 Mar 201526 May 2015365,12118,041.54253,578
30 Jun 201524 Aug 2015368,41515,871.35223,076
30 Sep 201523 Nov 2015320,30417,792.68250,081
31 Dec 201522 Feb 2016320,92616,620.66233,608
31 Mar 201623 May 2016337,00017,492.93245,868
30 Jun 201622 Aug 2016349,31418,529.42260,436
30 Sep 201622 Nov 2016353,03019,023.87267,385
31 Dec 201622 Feb 2017393,14720,775.60292,006
31 Mar 201723 May 2017387,02020,937.91294,288
30 Jun 201722 Aug 2017410,62521,899.89307,808
30 Sep 201722 Nov 2017431,86023,526.18330,666
31 Dec 201722 Feb 2018461,61724,962.48350,854
31 Mar 201823 May 2018500,52024,886.81349,790
30 Jun 201822 Aug 2018541,80625,733.60361,692
30 Sep 201823 Nov 2018534,96824,285.95341,345
31 Dec 201822 Feb 2019531,49426,031.81365,884
CAGR18.17%13.84%

The icTracker recommendations based virtual portfolio that has achieved this incredible feat is reproduced below for your reference. This portfolio includes dividends, stock splits and bonus where applicable. Buy transactions less than six months old that are still open, remain undisclosed.

StockBUY TransactionsSELL TransactionsPROFITLATEST
NoNameDateQtyPriceSLValueDateQtyPriceValueDividendGainPriceValue
1 Automatic Data Processing26 May 200985137.035.231,50122 Jun 200985135.229,942247(1,559)----
2 Colgate-Palmolive26 May 200952364.858.433,90324 Aug 200952372.838,0472304,143----
3 Kroger Co26 May 200982022.621.518,58315 Jun 200982021.417,552--(1,032)----
4 Visa Inc Cl A26 May 200924066.855.216,04124 Aug 200924068.016,29225251----
5 Automatic Data Processing24 Aug 200935239.234.713,81923 Nov 200935244.215,5571021,738----
6 Altria Group24 Aug 2009166118.317.130,47723 Nov 2009166119.131,7435651,267----
7 Baxter International Inc24 Aug 200959956.651.533,95523 Nov 200959954.732,709156(1,247)----
8 FirstEnergy Corp24 Aug 200938445.740.917,54723 Nov 200938442.116,154211(1,393)----
9 Oracle Corp24 Aug 200929022.320.66,47901 Oct 200929020.65,954--(525)----
10 Apple Inc23 Nov 200949205.9184.510,09822 Feb 201049200.49,811--(287)----
11 Colgate-Palmolive23 Nov 200951184.678.843,25824 May 201051178.840,207496(3,051)----
12 Lockheed Martin Corp23 Nov 20099877.368.57,58122 Feb 20109876.97,53362(48)----
13 Pepsico Inc23 Nov 200967562.559.342,22308 Feb 201067559.339,963304(2,260)----
14 Baxter International Inc22 Feb 201011057.754.96,35822 Apr 201011054.25,95432(404)----
15 Colgate-Palmolive22 Feb 201041582.178.434,09725 May 201041578.432,494220(1,603)----
16 Oracle Corp22 Feb 201012324.822.43,05520 May 201012322.42,7536(301)----
17 United Parcel Service22 Feb 201020458.054.711,83423 Aug 201020465.213,2921921,458----
18 Visa Inc Cl A22 Feb 20102986.981.12,52314 May 20102980.32,3284(195)----
19 Allergan Plc23 Aug 201022542.440.09,54322 Nov 201022549.911,225111,682----
20 Altria Group23 Aug 2010165922.720.337,74722 Nov 2010165924.540,5726302,825----
21 McDonald's Corp23 Aug 201068873.368.150,50822 Nov 201068879.554,6553784,147----
22 International Business Machines Corp22 Nov 2010119145.4134.217,31922 Aug 2011119159.018,9002561,581----
23 Newmont Mining Corp22 Nov 20109360.957.55,67306 Jan 20119357.45,33314(340)----
24 Southern Company22 Nov 2010209938.237.480,32504 Feb 2011209937.478,349955(1,976)----
25 Lockheed Martin Corp22 Aug 201156469.961.039,47421 Feb 201256487.249,1039879,629----
26 McDonald's Corp22 Aug 201177987.883.168,43321 Feb 2012779100.578,2031,0209,770----
27 Home Depot Inc21 Feb 2012269746.941.4126,67022 Feb 2013269765.6176,6923,12950,023----
28 TJX Companies21 Feb 20127635.28.52,67923 Nov 20127643.93,33426654----
29 Accenture PLC Cl A22 Aug 2012261.657.512323 Nov 2012268.2136213----
30 Home Depot Inc22 Aug 2012956.652.651022 Feb 2013965.6590579----
31 TJX Companies22 Aug 20121946.143.087712 Oct 20121942.9815--(62)----
32 Alaska Air Group23 Nov 20122242.535.193622 Feb 20132250.81,116--181----
33 Estee Lauder Companies23 Nov 20122059.655.01,19423 May 20132070.31,4054212----
34 Home Depot Inc23 Nov 20122764.861.01,75228 Dec 20122760.91,6438(108)----
35 Kroger Co23 Nov 20123725.023.692523 May 20133734.21,2646339----
36 Booking Holdings Inc23 Nov 20121641.9590.864322 Feb 20131684.7684--41----
37 Accenture PLC Cl A22 Feb 201336674.868.527,40423 May 201336682.530,1722962,768----
38 Estee Lauder Companies22 Feb 201375163.358.647,59323 May 201375170.352,7651355,172----
39 International Business Machines Corp22 Feb 2013200201.1187.840,25822 Apr 2013200187.837,530--(2,728)----
40 Kroger Co22 Feb 201366528.826.119,16523 May 201366534.222,714503,549----
41 Northrop Grumman Corp22 Feb 201371066.063.646,88623 May 201371080.657,19782410,312----
42 Humana23 May 201352879.870.942,19822 Aug 201352893.549,3081437,110----
43 Anthem Inc23 May 2013207778.066.1162,12622 Aug 2013207786.2178,85877916,732----
44 Accenture PLC Cl A22 Aug 201356874.167.742,13122 Nov 201356877.844,1695282,038----
45 J.B. Hunt Transport Services22 Aug 201332874.369.924,40522 Nov 201332873.324,01849(386)----
46 Lockheed Martin Corp22 Aug 2013868123.7108.2107,48824 Feb 2014868166.1144,0652,15336,578----
47 Starbucks Corp22 Aug 201376571.963.455,05922 Nov 201376581.462,1711997,112----
48 Alaska Air Group22 Nov 201334077.262.826,25724 Feb 201434083.528,362852,104----
49 Estee Lauder Companies22 Nov 201340175.071.330,10923 Jan 201440171.128,49980(1,610)----
50 Lockheed Martin Corp22 Nov 2013290140.9126.140,89624 Feb 2014290166.148,1323867,236----
51 Constellation Brands22 Nov 201347470.459.233,38424 Feb 201447481.138,393--5,010----
52 Estee Lauder Companies24 Feb 201498967.961.867,22023 May 201498974.974,0021986,782----
53 International Business Machines Corp24 Feb 2014151183.5171.627,72923 May 2014151185.928,049166320----
54 Kimberly-Clark Corp24 Feb 20141221110.2104.1134,64023 May 20141221110.7135,0661,026426----
55 Seagate Technology24 Feb 201416951.242.88,65523 May 201416952.08,77173116----
56 TJX Companies24 Feb 201486560.455.952,29020 May 201486555.547,989151(4,301)----
57 Automatic Data Processing23 May 2014212978.975.8168,04022 Aug 2014212983.5177,5738979,533----
58 Kroger Co23 May 201488246.943.941,36322 Aug 201488250.344,320732,957----
59 Macy's Inc23 May 2014148358.155.686,17422 Aug 2014148361.891,5134645,339----
60 AbbVie Inc22 Aug 2014109755.251.560,61524 Nov 2014109767.874,28046113,665----
61 HCA Holdings Inc22 Aug 201472869.356.250,47223 Nov 201572867.448,989--(1,483)----
62 Oracle Corp22 Aug 2014263341.639.9109,72119 Sep 2014263339.9104,962--(4,759)----
63 United Continental Holdings22 Aug 201437148.541.617,99713 Oct 201437141.415,352--(2,644)----
64 Yum! Brands Inc22 Aug 2014104972.462.476,03424 Nov 2014104976.480,0534304,019----
65 HCA Holdings Inc24 Nov 201460969.464.442,32523 Nov 201560967.440,981--(1,344)----
66 Home Depot Inc24 Nov 201466398.491.165,30423 Feb 2015663112.374,3673129,063----
67 Lockheed Martin Corp24 Nov 2014834188.8175.7157,63323 Feb 2015834205.6171,2911,25113,657----
68 United Continental Holdings24 Nov 201416955.945.59,45823 Feb 201516968.811,622--2,164----
69 Colgate-Palmolive23 Feb 2015229370.767.8162,23130 Apr 2015229367.7155,035871(7,196)----
70 Estee Lauder Companies23 Feb 201524782.172.620,30926 May 201524788.521,833591,524----
71 HCA Holdings Inc23 Feb 201563270.966.344,82822 Oct 201563266.241,812--(3,017)----
72 Starbucks Corp23 Feb 201534093.680.231,84909 Apr 201534073.725,042--(6,807)----
73 HCA Holdings Inc26 May 2015169182.277.1139,12228 Sep 2015169176.5129,222--(9,900)----
74 Tyson Foods26 May 2015148543.139.964,12725 Aug 2015148539.859,112149(5,015)----
75 Altria Group23 Nov 2015101557.652.658,54322 Feb 2016101561.262,0665733,523----
76 Colgate-Palmolive23 Nov 2015204166.961.5136,65922 Feb 2016204167.6137,8547761,195----
77 Lowes Companies Inc23 Nov 201559076.772.045,28108 Jan 201659071.742,282--(2,999)----
78 McDonald's Corp23 Nov 2015488114.599.455,91723 May 2016488122.859,8718693,954----
79 Southwest Airlines23 Nov 201550347.538.923,90125 Jan 201650338.819,47738(4,425)----
80 Accenture PLC Cl A22 Feb 2016261100.492.626,21823 May 2016261116.230,2932874,075----
81 DowDuPont22 Feb 201617947.939.78,58123 May 201617952.39,34582764----
82 Estee Lauder Companies22 Feb 201682991.784.076,11223 May 201682990.775,140249(972)----
83 International Business Machines Corp22 Feb 2016159133.8117.721,29123 May 2016159146.823,3132232,022----
84 McDonald's Corp22 Feb 20161116117.7113.5131,45123 May 20161116122.8136,9199935,468----
85 Best Buy Co Inc23 May 201633233.031.210,96724 May 201633231.010,297--(670)----
86 Hewlett-Packard Company23 May 2016122311.710.814,28722 Aug 2016122314.417,5571523,270----
87 Kroger Co23 May 2016216534.831.975,41717 Aug 2016216531.968,986260(6,432)----
88 Marsh McLennan23 May 2016325764.560.3210,18922 Nov 2016325769.4225,8102,21515,621----
89 Tech Data Corp23 May 201639166.756.726,11822 Aug 201639181.331,737--5,619----
90 DowDuPont22 Aug 201623253.549.112,42422 Nov 201623254.312,592107168----
91 Kroger Co22 Aug 201631132.929.110,23004 Oct 201631129.19,040--(1,190)----
92 Marsh McLennan22 Aug 201699467.365.066,96324 Oct 201699465.064,524338(2,440)----
93 Qualcomm Inc22 Aug 20169162.853.35,72322 Nov 20169168.36,21048487----
94 Starbucks Corp22 Aug 201662155.953.634,71819 Sep 201662153.533,194--(1,524)----
95 Boeing Company22 Nov 2016797149.5130.7119,28722 Feb 2017797175.4139,6221,13220,336----
96 Costco Wholesale Corp22 Nov 2016269152.7147.441,10922 Feb 2017269176.547,4341216,324----
97 Lowes Companies Inc22 Nov 201615771.665.911,25122 Feb 201715776.812,04655795----
98 McDonald's Corp22 Nov 2016966119.7114.7115,73622 Feb 2017966127.9123,3809087,643----
99 Texas Instruments22 Nov 201688274.469.965,68622 Feb 201788277.268,0494412,362----
100 Facebook Inc22 Feb 2017100136.1119.713,62623 May 2017100148.114,792--1,167----
101 HCA Holdings Inc22 Feb 2017111085.974.895,45523 May 2017111081.990,851--(4,604)----
102 Home Depot Inc22 Feb 2017427145.3137.162,08423 May 2017427154.866,0463803,963----
103 International Business Machines Corp22 Feb 2017452181.2166.481,96219 Apr 2017452165.574,716--(7,246)----
104 Travelers Companies22 Feb 20171148121.9117.5140,08123 May 20171148121.7139,526769(555)----
105 Comcast Corp23 May 2017229039.838.191,18722 Aug 2017229041.494,5973623,410----
106 Johnson and Johnson23 May 2017280127.5123.135,74122 Aug 2017280134.737,6782351,937----
107 Marsh McLennan23 May 2017251874.773.1188,38422 Aug 2017251878.1196,5359448,151----
108 MasterCard Inc. Cl A23 May 2017599119.6111.871,71222 Nov 2017599151.390,50826418,796----
109 Boeing Company22 Aug 2017185239.8198.644,39822 Nov 2017185265.249,0042634,606----
110 Costco Wholesale Corp22 Aug 2017381158.7144.360,52522 Nov 2017381172.565,6491915,124----
111 Humana22 Aug 2017231253.3233.458,56615 Nov 2017231233.453,85292(4,714)----
112 MasterCard Inc. Cl A22 Aug 2017464133.8122.962,14522 Nov 2017464151.370,1101027,965----
113 McDonald's Corp22 Aug 2017656159.6154.9104,82926 Sep 2017656154.6101,325617(3,503)----
114 Estee Lauder Companies22 Nov 2017672125.8107.384,64922 Feb 2018672140.294,0872559,438----
115 McDonald's Corp22 Nov 2017950169.1158.3160,75816 Feb 2018950158.2150,145960(10,613)----
116 Rite Aid Corp22 Nov 2017113051.71.019,12522 Feb 2018113052.124,056--4,931----
117 Southern Copper Corp22 Nov 2017163443.838.571,65722 Feb 2018163450.782,72849011,071----
118 Union Pacific Corp22 Nov 2017812117.9112.795,79823 May 2018812144.3117,0301,13321,232----
119 Apple Inc22 Feb 2018501172.5159.386,50923 May 2018501188.494,2743667,765----
120 Boeing Company22 Feb 2018143355.9300.350,94722 Aug 2018143350.050,004489(943)----
121 Home Depot Inc22 Feb 2018295185.5170.254,76823 May 2018295186.755,013304244----
122 TJX Companies22 Feb 2018131176.472.6100,26123 May 2018131187.9115,10951114,848----
123 Union Pacific Corp22 Feb 2018455133.6124.460,84923 May 2018455144.365,5773324,728----
124 Amgen Inc23 May 2018180179.9168.532,42222 Aug 2018180197.835,5762383,154----
125 Boeing Company23 May 201876359.2335.527,32725 Jun 201876334.725,410--(1,918)----
126 HCA Holdings Inc23 May 20181554103.596.2161,01523 Nov 20181554134.9209,4721,08848,456----
127 Macy's Inc23 May 201844433.528.414,88022 Aug 201844437.616,6561681,776----
128 NextEra Energy23 May 20181331160.3156.3213,54606 Jun 20181331156.3207,7821,477(5,764)----
129 HCA Holdings Inc22 Aug 2018740131.1103.997,11823 Nov 2018740134.999,7482592,630----
130 Kroger Co22 Aug 2018195031.728.861,95513 Sep 2018195028.856,080--(5,874)----
131 Lowes Companies Inc22 Aug 2018514105.598.554,29222 Oct 201851498.550,555--(3,737)----
132 MasterCard Inc. Cl A22 Aug 2018440204.3194.189,98629 Oct 2018440193.585,036110(4,951)----
133 Texas Instruments22 Aug 2018311112.2107.834,92611 Sep 2018311107.433,381--(1,545)----
134 23 Nov 2018111560.852.767,80420 Dec 2018111552.158,053--------
135 23 Nov 2018748148.946.3366,486--7481--------37.4280,089
136 23 Nov 2018261832.629.685,38019 Dec 2018261829.577,044--------
137 23 Nov 2018113134.2119.515,18124 Dec 2018113119.413,477--------
138 22 Feb 201946266.960.530,939--462--------66.330,612
139 22 Feb 2019224251.248.9114,838--2242--------37.483,940
Portfolio Totals44,837390,137 394,641

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