How has the icTracker performed against the SnP 500?

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 SnP 500. Here is how this virtual portfolio has performed from March 2009 onwards:

As seen above, the initial corpus of $100,000 invested on March 31 2009 has grown to $505,721 as of March 31 2019.

In other words, the icTracker has outperformed the SnP 500 by 159% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
17.59%10.14%0.492407112.76%115.91%30.03%14.24%

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

icTracker gen.SnP 500
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
31 Mar 200914 May 2009100,000893.07100,000
30 Jun 200913 Aug 200996,3781,012.73113,399
30 Sep 200913 Nov 200994,2461,093.48122,441
31 Dec 200916 Feb 201093,0551,094.87122,596
31 Mar 201014 May 2010100,7531,135.68127,166
30 Jun 201013 Aug 201099,3911,079.25120,847
30 Sep 201015 Nov 2010108,1671,197.75134,116
31 Dec 201014 Feb 2011109,4111,332.32149,184
31 Mar 201116 May 2011106,9891,329.47148,865
30 Jun 201115 Aug 2011100,5591,204.49134,871
30 Sep 201114 Nov 2011107,8511,251.78140,166
30 Dec 201113 Feb 2012117,8741,351.77151,362
30 Mar 201214 May 2012123,3701,338.35149,860
30 Jun 201213 Aug 2012128,3241,404.11157,223
30 Sep 201213 Nov 2012139,4721,374.53153,911
31 Dec 201213 Feb 2013151,0721,520.33170,236
31 Mar 201314 May 2013177,3641,650.34184,794
30 Jun 201313 Aug 2013200,0211,694.16189,701
30 Sep 201313 Nov 2013216,8071,782.00199,536
31 Dec 201313 Feb 2014243,6601,829.83204,892
31 Mar 201414 May 2014257,3011,888.53211,465
30 Jun 201413 Aug 2014258,1681,946.72217,981
30 Sep 201413 Nov 2014281,8622,039.33228,351
31 Dec 201413 Feb 2015320,8852,096.99234,807
31 Mar 201514 May 2015337,4382,121.10237,507
30 Jun 201513 Aug 2015324,6322,083.39233,284
30 Sep 201513 Nov 2015321,2992,023.04226,527
31 Dec 201516 Feb 2016323,0771,895.58212,254
31 Mar 201616 May 2016343,9412,066.66231,411
30 Jun 201615 Aug 2016370,6272,190.15245,238
30 Sep 201614 Nov 2016360,8732,164.20242,333
31 Dec 201613 Feb 2017379,2462,328.25260,702
31 Mar 201715 May 2017388,3702,402.32268,996
30 Jun 201714 Aug 2017422,4712,465.84276,108
30 Sep 201713 Nov 2017469,6112,584.84289,433
31 Dec 201713 Feb 2018543,5742,662.94298,178
31 Mar 201814 May 2018574,3592,730.13305,702
30 Jun 201813 Aug 2018580,4762,821.93315,981
30 Sep 201813 Nov 2018597,9832,722.18304,812
31 Dec 201813 Feb 2019543,5782,753.03308,266
31 Mar 201914 May 2019505,7212,834.41317,378
CAGR17.59%12.24%

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 Biogen Inc14 May 200923049.043.811,28113 Aug 200923048.911,240--(41)----
2 Kroger Co14 May 2009399122.220.688,72915 Sep 2009399120.682,116180(6,612)----
3 Altria Group13 Aug 200931817.616.55,61516 Feb 201031819.76,268216653----
4 Colgate-Palmolive13 Aug 20092872.068.82,01913 Nov 20092881.52,27912261----
5 Kroger Co13 Aug 200917021.320.33,62321 Sep 200917020.33,452--(171)----
6 Altria Group13 Nov 2009163119.318.231,44416 Feb 2010163119.732,147555703----
7 Apple Inc13 Nov 200922204.5179.54,50216 Feb 201022203.44,470--(32)----
8 Eli Lilly and Company13 Nov 200955035.432.719,46716 Feb 201055034.118,725270(742)----
9 Kimberly-Clark Corp13 Nov 200951064.057.732,69316 Feb 201051059.330,192306(2,501)----
10 Boeing Company16 Feb 201017861.355.210,91514 May 201017869.812,416751,500----
11 DISH Network Corp Class A16 Feb 201066419.116.612,66915 Nov 201066419.512,935--267----
12 Estee Lauder Companies16 Feb 201050858.451.129,67714 May 201050861.030,977--1,301----
13 Microsoft Corp16 Feb 2010102828.426.229,17314 May 2010102828.929,710134537----
14 United Parcel Service16 Feb 201018457.354.110,55914 May 201018465.812,086861,527----
15 DISH Network Corp Class A14 May 201092922.921.621,29520 May 201092921.419,863--(1,433)----
16 UnitedHealth Group14 May 2010211230.427.564,24815 Nov 2010211235.574,83852810,590----
17 Coca-Cola Enterprises Inc15 Nov 2010104263.058.265,67014 Feb 2011104263.165,72622956----
18 Colgate-Palmolive15 Nov 201050778.475.239,77314 Feb 201150779.040,018269245----
19 Illinois Tool Works Inc15 Nov 20105648.045.02,69114 Feb 20115655.73,11719427----
20 ASML Holding NV14 Feb 201158844.336.426,09216 May 201158839.923,420292(2,672)----
21 Boeing Company14 Feb 201149272.365.135,58716 May 201149277.838,2252072,637----
22 Starbucks Corp14 Feb 201145133.632.215,16023 Feb 201145132.114,474--(685)----
23 Texas Instruments14 Feb 201190935.833.732,60216 Mar 201190933.530,401--(2,201)----
24 Baxter International Inc16 May 20116159.752.33,64508 Aug 20116151.93,16119(484)----
25 CME Group Inc16 May 201158298.4283.617,32627 May 201158283.516,428--(899)----
26 Humana16 May 201145578.565.435,77115 Aug 201145574.033,655114(2,117)----
27 McKesson Corporation16 May 201116185.177.913,71302 Aug 201116177.912,52732(1,186)----
28 Wal-Mart Stores16 May 201165056.153.436,47510 Jun 201165053.234,566--(1,909)----
29 Boeing Company15 Aug 20118262.753.35,14713 Feb 20128274.96,13271985----
30 Exxon Mobil Corp15 Aug 201122874.366.516,95514 Nov 201122879.017,9851071,030----
31 United Continental Holdings15 Aug 201112018.313.42,19314 Nov 201112018.22,184--(9)----
32 Yum! Brands Inc15 Aug 2011147551.647.576,18614 Nov 2011147555.381,4714205,285----
33 Biogen Inc14 Nov 201170113.993.97,98413 Feb 201270120.08,392--408----
34 Boeing Company14 Nov 201124867.961.216,86613 Feb 201224874.918,5441091,678----
35 Alphabet Inc Class C14 Nov 201137613.0523.522,70413 Feb 201237612.222,629--(75)----
36 Home Depot Inc14 Nov 2011109438.333.041,88713 Aug 2012109452.857,72795215,840----
37 Booking Holdings Inc14 Nov 201124534.4478.412,83821 Nov 201124478.311,467--(1,371)----
38 Cisco Systems13 Feb 2012115220.018.323,09810 May 2012115218.020,74592(2,352)----
39 Home Depot Inc13 Feb 201275045.940.834,48213 Aug 201275052.839,5754355,093----
40 Royal Bank Of Canada13 Feb 201218753.748.310,05201 Jun 201218748.29,012108(1,040)----
41 Walt Disney Company13 Aug 201278249.946.639,03013 Nov 201278248.037,467--(1,562)----
42 Alphabet Inc Class C13 Aug 20128660.0594.05,28513 Nov 20128659.15,267--(18)----
43 Mondelez International13 Aug 2012133541.038.254,79002 Oct 2012133536.248,24919,308(6,540)----
44 Lockheed Martin Corp13 Aug 201232291.183.829,37013 Nov 201232290.229,009322(361)----
45 Home Depot Inc13 Nov 201224163.458.315,29013 Feb 201324167.516,23970949----
46 J.B. Hunt Transport Services13 Nov 201246060.252.027,69713 Feb 201346066.930,752693,056----
47 Kimberly-Clark Corp13 Nov 201292584.481.278,13913 Feb 201392589.983,0656854,926----
48 MasterCard Inc. Cl A13 Nov 201239471.2429.318,39613 Feb 201339519.220,229121,833----
49 Accenture PLC Cl A13 Feb 201311173.668.28,17314 May 201311180.68,93290759----
50 Automatic Data Processing13 Feb 2013116160.557.570,25314 May 2013116170.882,12844311,876----
51 Estee Lauder Companies13 Feb 20139763.358.06,14614 May 20139771.86,95817811----
52 Microsoft Corp13 Feb 2013110928.026.731,11614 May 2013110933.537,1485106,031----
53 Union Pacific Corp13 Feb 2013261135.3125.035,34614 May 2013261156.940,9201805,574----
54 Kroger Co14 May 2013105034.831.536,57713 Aug 2013105039.141,056794,479----
55 Lockheed Martin Corp14 May 2013768102.991.879,08313 Feb 2014768159.8122,6042,78843,521----
56 Macy's Inc14 May 201349947.443.623,67113 Aug 201349948.524,177125506----
57 News Corp14 May 201319033.531.06,36812 Jun 201319031.05,888--(480)----
58 TJX Companies14 May 201361451.547.431,62213 Aug 201361452.732,313178691----
59 3M Company13 Aug 2013412118.7109.848,94113 Nov 2013412128.652,9262623,985----
60 DuPont de Nemours13 Aug 201320537.934.47,77313 Nov 201320539.68,11066337----
61 Home Depot Inc13 Aug 201327779.474.222,02721 Aug 201327774.120,511--(1,516)----
62 Lockheed Martin Corp13 Aug 2013144124.1105.817,88313 Feb 2014144159.822,9883575,106----
63 Texas Instruments13 Aug 201320539.835.28,15913 Nov 201320542.48,68162522----
64 Automatic Data Processing13 Nov 201315876.572.212,09113 Feb 201415876.212,02967(62)----
65 Estee Lauder Companies13 Nov 201320873.070.715,20523 Jan 201420870.714,68142(524)----
66 Home Depot Inc13 Nov 201341677.674.632,31413 Feb 201441677.632,245162(69)----
67 Lockheed Martin Corp13 Nov 201386137.3124.811,81613 Feb 201486159.813,7291141,913----
68 Constellation Brands13 Nov 201329967.358.220,14313 Feb 201429979.423,729--3,586----
69 Estee Lauder Companies13 Feb 201488667.561.859,90014 May 201488673.765,2151775,315----
70 International Business Machines Corp13 Feb 2014105181.8170.419,11214 May 2014105188.719,796116683----
71 Public Storage13 Feb 2014390164.5154.064,22714 May 2014390171.766,8775462,650----
72 TJX Companies13 Feb 201443760.255.726,32120 May 201443755.324,15376(2,167)----
73 United Parcel Service13 Feb 201476696.689.674,03914 May 2014766102.078,0845134,046----
74 American Tower Corp14 May 201475888.883.067,34713 Aug 201475897.273,6112586,264----
75 Apple Inc14 May 201433593.974.419,61709 Jun 201423178.218,051--(1,566)----
76 Kroger Co14 May 2014104646.743.648,86613 Aug 2014104649.751,976863,110----
77 TJX Companies14 May 2014161359.156.295,47220 May 2014161355.889,874--(5,599)----
78 AbbVie Inc13 Aug 201444353.650.723,76913 Nov 201444363.628,1601864,391----
79 Accenture PLC Cl A13 Aug 2014143879.075.5113,70113 Nov 2014143884.4121,3031,4677,602----
80 Boeing Company13 Aug 2014341122.0111.641,63713 Nov 2014341128.543,7852492,148----
81 Gilead Sciences Inc13 Aug 201459394.081.855,78613 Nov 2014593104.261,729--5,943----
82 Yum! Brands Inc13 Aug 201433070.561.023,28213 Nov 201433075.424,8541351,572----
83 Lowes Companies Inc13 Nov 201443058.654.425,22813 Feb 201543072.130,951995,723----
84 Nike Inc Cl B13 Nov 201424096.182.923,09213 Feb 201524092.022,06867(1,024)----
85 Public Storage13 Nov 2014419187.0165.278,44813 Feb 2015419202.684,8095876,361----
86 Starbucks Corp13 Nov 2014198977.974.0155,07813 Feb 2015198991.6181,97131826,892----
87 Accenture PLC Cl A13 Feb 201522889.882.720,49314 May 201522897.022,0892331,597----
88 Boeing Company13 Feb 2015652149.7125.897,72214 May 2015652148.096,373593(1,348)----
89 Estee Lauder Companies13 Feb 201539282.575.132,36814 May 201539289.435,006942,637----
90 International Business Machines Corp13 Feb 2015977160.4151.0156,86814 May 2015977174.1169,8771,27013,009----
91 Seagate Technology13 Feb 201521861.855.113,49510 Mar 201521854.911,963--(1,532)----
92 AbbVie Inc14 May 201526466.057.917,43413 Aug 201526468.518,076135643----
93 Kimberly-Clark Corp14 May 20151294111.6106.2144,58105 Jun 20151294106.1137,1461,139(7,435)----
94 Kroger Co14 May 201595672.466.769,32214 Jul 201595661.058,242--(11,079)----
95 MasterCard Inc. Cl A14 May 2015112993.889.4106,05113 Aug 2015112997.2109,6631813,612----
96 Lockheed Martin Corp13 Aug 2015390209.8189.081,90016 Feb 2016390209.081,4281,229(471)----
97 McDonald's Corp13 Aug 2015192099.495.5190,98124 Aug 2015192095.0182,137--(8,844)----
98 Public Storage13 Aug 2015243212.6187.051,70116 Feb 2016243238.257,8204136,119----
99 Estee Lauder Companies16 Feb 201694488.681.583,74116 May 201694492.887,5062833,765----
100 McDonald's Corp16 Feb 2016974119.2113.3116,19716 May 2016974129.6126,1438679,946----
101 TJX Companies16 Feb 201662871.467.044,86516 May 201662875.247,1721632,307----
102 United Parcel Service16 Feb 201679498.687.878,33516 May 2016794101.780,6291,2392,294----
103 3M Company16 May 20161813169.6163.6307,70215 Aug 20161813180.6327,0282,01219,326----
104 Hewlett-Packard Company16 May 2016105111.610.712,24615 Aug 2016105114.515,2451302,999----
105 Yum! Brands Inc16 May 201624781.377.120,08915 Aug 201624789.922,1931142,104----
106 MasterCard Inc. Cl A15 Aug 2016124596.490.6120,18814 Nov 20161245101.1125,7932375,606----
107 Pepsico Inc15 Aug 20162298108.7100.9250,08814 Nov 20162298101.4232,7611,730(17,327)----
108 Boeing Company14 Nov 2016750150.0135.6112,60515 May 2017750182.4136,6562,13024,051----
109 Hewlett-Packard Company14 Nov 2016230316.114.837,11509 Jan 2017230314.834,032306(3,083)----
110 Lowes Companies Inc14 Nov 201677370.065.354,17213 Feb 201777373.957,0682712,896----
111 Seagate Technology14 Nov 201640438.034.315,36713 Feb 201740447.819,2922553,925----
112 Simon Property Group14 Nov 2016763185.6161.6141,74713 Feb 2017763181.7138,4762,594(3,271)----
113 Boeing Company13 Feb 2017294168.0154.649,45015 May 2017294182.453,5694174,119----
114 EBay Inc13 Feb 201728133.830.59,50415 May 201728134.29,595--90----
115 HCA Holdings Inc13 Feb 201770683.873.259,18715 May 201770683.859,118--(69)----
116 Yum! Brands Inc13 Feb 2017198268.164.7135,12906 Mar 2017198264.6127,996--(7,133)----
117 Automatic Data Processing15 May 201788998.593.587,61014 Aug 2017889109.797,4175079,807----
118 MasterCard Inc. Cl A15 May 20171443118.2111.2170,74813 Feb 20181443170.1245,23899674,490----
119 McKesson Corporation15 May 2017444145.3135.164,59114 Aug 2017444149.166,1251241,534----
120 Seagate Technology15 May 201739043.538.716,97403 Jul 201739038.715,082246(1,892)----
121 Yum! Brands Inc15 May 201769969.265.248,43314 Aug 201769976.353,2662104,833----
122 3M Company14 Aug 201782207.4199.717,02113 Nov 201782228.218,695961,674----
123 Costco Wholesale Corp14 Aug 201789157.9137.414,06813 Nov 201789171.515,245451,177----
124 MasterCard Inc. Cl A14 Aug 2017531131.1122.469,67813 Feb 2018531170.190,24325020,565----
125 Texas Instruments14 Aug 201735782.176.829,32113 Nov 201735797.034,6052215,284----
126 United Parcel Service14 Aug 2017907113.7108.8103,22013 Nov 2017907114.8104,029753809----
127 Biogen Inc13 Nov 201723315.7296.07,26913 Feb 201823317.07,283--15----
128 Boeing Company13 Nov 2017334262.4239.487,73613 Feb 2018334343.2114,50157126,765----
129 Colgate-Palmolive13 Nov 201732973.769.524,27208 Feb 201832969.422,814132(1,457)----
130 MasterCard Inc. Cl A13 Nov 2017366149.7139.754,84113 Feb 2018366170.162,202927,360----
131 Accenture PLC Cl A13 Feb 20181666156.8146.4261,55714 May 20181666155.6258,9212,216(2,636)----
132 Apple Inc13 Feb 2018440164.3152.772,38214 May 2018440188.282,70332110,321----
133 Expeditors International of Washington13 Feb 201859663.160.137,65714 May 201859672.243,000--5,343----
134 Public Storage13 Feb 2018624189.2170.6118,17914 May 2018624209.4130,5601,24812,381----
135 Starbucks Corp13 Feb 201896655.751.753,83114 May 201896657.155,1322901,301----
136 Amgen Inc14 May 2018326176.0160.457,42013 Aug 2018326195.663,7054306,285----
137 Best Buy Co Inc14 May 2018172178.369.5134,80325 May 2018172169.3119,170--(15,633)----
138 Boeing Company14 May 2018616344.6326.4212,48013 Aug 2018616338.4208,2211,053(4,258)----
139 Bristol-Myers Squibb14 May 2018262752.039.2136,79313 Aug 2018262759.4155,9401,05119,147----
140 Seagate Technology14 May 201857757.153.332,96231 Jul 201857753.230,640364(2,322)----
141 AmerisourceBergen13 Aug 201844483.175.436,91613 Nov 201844491.340,5011693,586----
142 American Express13 Aug 20182528101.896.4257,63320 Dec 2018252896.3243,137986(14,496)----
143 CSX Corp13 Aug 201861372.664.244,55413 Nov 201861370.343,039135(1,516)----
144 HCA Holdings Inc13 Aug 2018611128.7102.078,68413 Nov 2018611141.586,3942147,711----
145 Sysco13 Aug 2018223472.868.6162,68611 Oct 2018223468.6153,068804(9,618)----
146 American Express13 Nov 20181360107.9100.8146,83619 Dec 20181360100.4136,378--(10,459)----
147 Cardinal Health13 Nov 201873456.753.041,68120 Nov 201873453.038,873--(2,808)----
148 Gilead Sciences Inc13 Nov 2018107270.965.576,10217 Dec 2018107265.470,064611(6,038)----
149 Lockheed Martin Corp13 Nov 201829305.7270.68,87520 Dec 201829269.57,80864(1,067)----
150 United Continental Holdings13 Nov 201855892.684.051,72221 Dec 201855883.546,548--(5,175)----
151 Twenty-First Century Fox13 Feb 2019945149.748.1469,71119 Mar 2019945146.5439,259--(30,453)----
152 HCA Holdings Inc13 Feb 2019103140.9124.214,52616 Apr 2019103122.312,58041(1,946)----
153 Philips 6613 Feb 201961696.186.659,26907 May 201961686.653,276493(5,993)----
154 14 May 2019105978.474.983,151--1059--------77.682,189
155 14 May 2019564198.1187.9111,823--564--------216.2121,920
156 14 May 2019290336.2296.497,587--290--------355.7103,162
157 14 May 2019217994.991.9206,994--2179--------97.9213,324
Portfolio Totals69,493336,238 520,595

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