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 December 2009 onwards:

As seen above, the initial corpus of $100,000 invested on December 31 2009 has grown to $506,419 as of December 31 2019.

In other words, the icTracker has outperformed the SnP 500 by 164% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
17.60%9.71%0.588934214.24%108.53%26.25%12.31%

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

icTracker gen.SnP 500
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
31 Dec 200916 Feb 2010100,0001,094.87100,000
31 Mar 201014 May 2010103,2451,135.68103,727
30 Jun 201013 Aug 201098,6041,079.2598,573
30 Sep 201015 Nov 2010111,9601,197.75109,397
31 Dec 201014 Feb 2011113,5221,332.32121,688
31 Mar 201116 May 2011120,7361,329.47121,427
30 Jun 201115 Aug 2011110,7311,204.49110,012
30 Sep 201114 Nov 2011115,0421,251.78114,331
30 Dec 201113 Feb 2012126,9021,351.77123,464
30 Mar 201214 May 2012137,3621,338.35122,238
30 Jun 201213 Aug 2012144,2541,404.11128,245
30 Sep 201213 Nov 2012144,8531,374.53125,543
31 Dec 201213 Feb 2013156,8761,520.33138,859
31 Mar 201314 May 2013178,2531,650.34150,734
30 Jun 201313 Aug 2013193,7251,694.16154,736
30 Sep 201313 Nov 2013214,1061,782.00162,759
31 Dec 201313 Feb 2014238,1161,829.83167,128
31 Mar 201414 May 2014246,5001,888.53172,489
30 Jun 201413 Aug 2014241,4011,946.72177,804
30 Sep 201413 Nov 2014260,9642,039.33186,262
31 Dec 201413 Feb 2015303,1662,096.99191,529
31 Mar 201514 May 2015318,8892,121.10193,731
30 Jun 201513 Aug 2015308,1822,083.39190,287
30 Sep 201513 Nov 2015305,0052,023.04184,775
31 Dec 201516 Feb 2016306,6851,895.58173,133
31 Mar 201616 May 2016327,8242,066.66188,759
30 Jun 201615 Aug 2016352,8682,190.15200,037
30 Sep 201614 Nov 2016338,3262,164.20197,667
31 Dec 201613 Feb 2017361,9092,328.25212,651
31 Mar 201715 May 2017358,9232,402.32219,416
30 Jun 201714 Aug 2017388,4372,465.84225,218
30 Sep 201713 Nov 2017441,8432,584.84236,087
31 Dec 201713 Feb 2018530,0202,662.94243,220
31 Mar 201814 May 2018561,7352,730.13249,357
30 Jun 201813 Aug 2018543,4042,821.93257,741
30 Sep 201813 Nov 2018542,1912,722.18248,630
31 Dec 201813 Feb 2019488,5132,753.03251,448
31 Mar 201914 May 2019454,7622,834.41258,881
30 Jun 201913 Aug 2019481,8162,926.32267,276
30 Sep 201913 Nov 2019450,0853,094.04282,594
31 Dec 201913 Feb 2020506,4193,373.94308,159
CAGR17.60%11.91%

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 Accenture PLC Cl A16 Feb 201058840.839.024,03814 May 201058839.022,917221(1,121)----
2 Colgate-Palmolive16 Feb 201037780.677.130,42401 Jun 201037777.129,025200(1,399)----
3 International Business Machines Corp16 Feb 2010139125.2118.917,42413 Aug 2010139127.917,756181332----
4 Lockheed Martin Corp16 Feb 201032276.074.024,50616 Jul 201032274.023,792406(714)----
5 United Parcel Service16 Feb 20106357.354.13,61513 Aug 20106364.44,05659440----
6 ATT Inc13 Aug 2010228026.724.660,98315 Nov 2010228028.665,2119584,229----
7 BlackRock Inc15 Nov 201035173.1153.96,06414 Feb 201135205.07,168351,104----
8 Coca-Cola Enterprises Inc15 Nov 201040763.058.225,65014 Feb 201140763.125,6729022----
9 Colgate-Palmolive15 Nov 201025878.475.220,24016 May 201125886.022,1532861,913----
10 Southern Company15 Nov 2010156438.337.260,00814 Feb 2011156438.059,326712(682)----
11 Automatic Data Processing14 Feb 201166549.846.733,12316 May 201166553.635,5952102,472----
12 Baxter International Inc14 Feb 201122651.749.211,69814 Nov 201122654.012,185210487----
13 Colgate-Palmolive14 Feb 201131679.076.024,99216 May 201131686.027,1331832,141----
14 Texas Instruments14 Feb 201165035.833.723,31316 Mar 201165033.521,739--(1,574)----
15 Baxter International Inc16 May 201125759.752.315,35808 Aug 201125751.913,31780(2,041)----
16 McKesson Corporation16 May 201132185.177.927,34102 Aug 201132177.924,97764(2,364)----
17 UnitedHealth Group16 May 201125650.243.112,85608 Aug 201125642.910,95942(1,898)----
18 Wal-Mart Stores16 May 201192156.153.451,68310 Jun 201192153.248,978--(2,705)----
19 Baxter International Inc15 Aug 201177754.248.342,12414 Nov 201177754.041,893241(232)----
20 MasterCard Inc. Cl A15 Aug 201164335.0277.021,46114 Nov 201164367.323,482102,020----
21 United Continental Holdings15 Aug 201134618.313.46,32414 Nov 201134618.26,298--(26)----
22 United Parcel Service15 Aug 201143365.959.128,55514 Nov 201143370.330,3884501,833----
23 Biogen Inc14 Nov 2011185113.993.921,10013 Aug 2012185144.526,713--5,613----
24 Home Depot Inc14 Nov 2011173138.333.066,27713 Aug 2012173152.891,3401,50625,063----
25 Booking Holdings Inc14 Nov 201152534.4478.427,81721 Nov 201152478.324,846--(2,971)----
26 Walt Disney Company13 Aug 201293749.946.646,76613 Nov 201293748.044,894--(1,872)----
27 Lockheed Martin Corp13 Aug 201250291.183.845,78813 Nov 201250290.245,225502(563)----
28 McKesson Corporation13 Aug 201243989.183.539,15013 Nov 201243993.240,891881,742----
29 Home Depot Inc13 Nov 201225163.458.315,92413 Feb 201325167.516,91373989----
30 J.B. Hunt Transport Services13 Nov 201247760.252.028,72013 Feb 201347766.931,889723,169----
31 Kimberly-Clark Corp13 Nov 201296184.481.281,18013 Feb 201396189.986,2987115,118----
32 MasterCard Inc. Cl A13 Nov 201240471.2429.318,86813 Feb 201340519.220,748121,880----
33 Accenture PLC Cl A13 Feb 201313073.668.29,57214 May 201313080.610,461105889----
34 Automatic Data Processing13 Feb 2013165760.557.5100,26614 May 2013165770.8117,21563316,949----
35 Estee Lauder Companies13 Feb 201312263.358.07,73014 May 201312271.88,751221,021----
36 Philip Morris International13 Feb 20135591.085.75,00914 May 20135595.05,21847208----
37 Procter and Gamble13 Feb 201344876.668.334,33314 May 201344879.535,5672701,234----
38 Kimberly-Clark Corp14 May 2013344105.195.436,17720 Jun 201334495.332,737279(3,440)----
39 Kroger Co14 May 201372234.831.525,15113 Aug 201372239.128,231543,080----
40 Lockheed Martin Corp14 May 2013634102.991.865,28513 Feb 2014634159.8101,2122,30135,927----
41 Macy's Inc14 May 201348947.443.623,19713 Aug 201348948.523,693122496----
42 TJX Companies14 May 201355351.547.428,48013 Aug 201355352.729,103160623----
43 3M Company13 Aug 2013397118.7109.847,15913 Nov 2013397128.650,9992523,840----
44 DuPont de Nemours13 Aug 201315537.934.45,87713 Nov 201315539.66,13250255----
45 Home Depot Inc13 Aug 201329579.474.223,45821 Aug 201329574.121,844--(1,614)----
46 Lockheed Martin Corp13 Aug 2013108124.1105.813,41213 Feb 2014108159.817,2412683,829----
47 McKesson Corporation13 Aug 2013203123.5113.125,10413 Nov 2013203157.932,020496,916----
48 Automatic Data Processing13 Nov 201319476.572.214,84613 Feb 201419476.214,77082(76)----
49 Estee Lauder Companies13 Nov 201325573.070.718,64123 Jan 201425570.717,99951(643)----
50 Home Depot Inc13 Nov 201351077.674.639,61613 Feb 201451077.639,531199(84)----
51 Lockheed Martin Corp13 Nov 2013106137.3124.814,56413 Feb 2014106159.816,9221412,358----
52 Constellation Brands13 Nov 201336667.358.224,65613 Feb 201436679.429,046--4,390----
53 Becton Dickinson13 Feb 201459114.3109.26,75314 May 201459117.26,90832156----
54 Estee Lauder Companies13 Feb 201477167.561.852,12514 May 201477173.756,7501544,625----
55 International Business Machines Corp13 Feb 2014148181.8170.426,93914 May 2014148188.727,903163963----
56 Kimberly-Clark Corp13 Feb 20141015108.8105.6110,49214 May 20141015111.0112,5738532,081----
57 TJX Companies13 Feb 201469560.255.741,86020 May 201469555.338,413122(3,447)----
58 American Tower Corp14 May 201431388.883.027,81013 Aug 201431397.230,3961062,587----
59 Apple Inc14 May 201427593.974.416,05109 Jun 201418978.214,769--(1,281)----
60 Kroger Co14 May 201468646.743.632,04813 Aug 201468649.734,088572,040----
61 Qualcomm Inc14 May 2014105280.477.284,67624 Jul 2014105277.080,934442(3,742)----
62 TJX Companies14 May 201475659.156.244,74720 May 201475655.842,123--(2,624)----
63 AbbVie Inc13 Aug 201483853.650.744,96213 Nov 201483863.653,2693528,307----
64 Accenture PLC Cl A13 Aug 2014133479.075.5105,47813 Nov 2014133484.4112,5301,3617,052----
65 Boeing Company13 Aug 2014256122.0111.631,25813 Nov 2014256128.532,8711871,613----
66 HCA Holdings Inc13 Aug 201455766.454.937,01613 Nov 201455764.836,041--(975)----
67 Yum! Brands Inc13 Aug 201432270.561.022,71713 Nov 201432275.424,2511321,534----
68 3M Company13 Nov 2014108158.4138.117,11913 Feb 2015108165.917,904203785----
69 Home Depot Inc13 Nov 201437099.090.236,66713 Feb 2015370111.941,3581744,691----
70 Starbucks Corp13 Nov 2014265777.974.0207,16113 Feb 2015265791.6243,08542535,924----
71 Accenture PLC Cl A13 Feb 201521589.882.719,32414 May 201521597.020,8302191,506----
72 Boeing Company13 Feb 2015616149.7125.892,32613 Aug 2015616144.889,1141,121(3,212)----
73 Estee Lauder Companies13 Feb 201537082.575.130,55214 May 201537089.433,041892,489----
74 International Business Machines Corp13 Feb 2015923160.4151.0148,19714 May 2015923174.1160,4881,20012,290----
75 Seagate Technology13 Feb 201520661.855.112,75210 Mar 201520654.911,304--(1,448)----
76 Boeing Company14 May 2015126148.0140.418,66209 Jun 2015126140.317,665--(996)----
77 Kimberly-Clark Corp14 May 2015851111.6106.295,08405 Jun 2015851106.190,194749(4,890)----
78 Kroger Co14 May 201556672.466.741,04214 Jul 201556661.034,482--(6,560)----
79 MasterCard Inc. Cl A14 May 201573293.889.468,76013 Aug 201573297.271,1011172,342----
80 Lockheed Martin Corp13 Aug 2015370209.8189.077,70016 Feb 2016370209.077,2531,166(447)----
81 McDonald's Corp13 Aug 2015182399.495.5181,33324 Aug 2015182395.0172,935--(8,397)----
82 Public Storage13 Aug 2015230212.6187.048,93516 Feb 2016230238.254,7273915,791----
83 Estee Lauder Companies16 Feb 2016112288.681.599,53116 May 2016112292.8104,0063374,475----
84 J.B. Hunt Transport Services16 Feb 201628275.668.621,32616 May 201628281.122,842621,515----
85 McDonald's Corp16 Feb 20161059119.2113.3126,33816 May 20161059129.6137,15294310,814----
86 TJX Companies16 Feb 201676171.467.054,36716 May 201676175.257,1621982,795----
87 3M Company16 May 20161001169.6163.6169,88914 Nov 20161001172.9172,9102,2223,021----
88 Hewlett-Packard Company16 May 201670311.610.78,19115 Aug 201670314.510,197872,006----
89 Johnson and Johnson16 May 20161303114.4107.7149,26515 Aug 20161303122.3159,2111,0429,946----
90 3M Company15 Aug 2016383180.6170.669,22411 Oct 2016383170.465,207425(4,017)----
91 Lockheed Martin Corp15 Aug 2016245266.5241.165,35830 Aug 2016245240.858,930404(6,428)----
92 MasterCard Inc. Cl A15 Aug 201638296.490.636,87714 Nov 2016382101.138,597731,720----
93 Boeing Company14 Nov 2016231150.0135.634,68215 May 2017231182.442,0906567,408----
94 Hewlett-Packard Company14 Nov 201689416.114.814,40809 Jan 201789414.813,211119(1,197)----
95 Lowes Companies Inc14 Nov 201626570.065.318,57113 Feb 201726573.919,56493993----
96 McDonald's Corp14 Nov 20162282117.9112.4269,22613 Feb 20172282125.5286,1962,14516,970----
97 Boeing Company13 Feb 2017498168.0154.683,76315 May 2017498182.490,7397076,977----
98 HCA Holdings Inc13 Feb 201794883.873.279,47415 May 201794883.879,382--(93)----
99 International Business Machines Corp13 Feb 2017890179.4164.3159,79019 Apr 2017890163.8145,610--(14,181)----
100 Johnson and Johnson15 May 2017545127.0122.969,27914 Aug 2017545133.572,6744583,395----
101 MasterCard Inc. Cl A15 May 20171147118.2111.2135,72313 Nov 20171147149.7171,52350535,800----
102 McDonald's Corp15 May 2017557146.3127.381,55914 Aug 2017557157.387,5065245,947----
103 McKesson Corporation15 May 2017244145.3135.135,49614 Aug 2017244149.136,33968843----
104 Constellation Brands15 May 2017205180.3160.936,99414 Aug 2017205197.240,384--3,389----
105 3M Company14 Aug 2017203207.4199.742,13813 Nov 2017203228.246,2822394,144----
106 Costco Wholesale Corp14 Aug 2017139157.9137.421,97113 Nov 2017139171.523,809701,838----
107 Landstar System14 Aug 201748985.080.841,60713 Nov 201748996.447,068495,461----
108 MasterCard Inc. Cl A14 Aug 2017763131.1122.4100,12213 Nov 2017763149.7114,09916813,978----
109 Texas Instruments14 Aug 201739282.176.832,19613 Nov 201739297.037,9982435,802----
110 Biogen Inc13 Nov 2017100315.7296.031,60313 Feb 2018100317.031,667--65----
111 Boeing Company13 Nov 20171151262.4239.4302,34813 Feb 20181151343.2394,5821,96892,235----
112 Colgate-Palmolive13 Nov 2017123373.769.590,96308 Feb 2018123369.485,502493(5,461)----
113 Micron Technology13 Nov 201736745.635.416,75213 Feb 201836742.615,630--(1,122)----
114 Accenture PLC Cl A13 Feb 20181989156.8146.4312,26714 May 20181989155.6309,1192,645(3,147)----
115 Adobe Systems Inc13 Feb 2018512193.5164.899,16114 May 2018512238.4121,923--22,763----
116 Apple Inc13 Feb 2018308164.3152.750,66714 May 2018308188.257,8922257,225----
117 Starbucks Corp13 Feb 2018121755.751.767,81814 May 2018121757.169,4583651,640----
118 Amgen Inc14 May 2018465176.0160.481,90313 Aug 2018465195.690,8686148,964----
119 Best Buy Co Inc14 May 2018254578.369.5199,34525 May 2018254569.3176,228--(23,118)----
120 Boeing Company14 May 2018686344.6326.4236,62513 Aug 2018686338.4231,8831,173(4,742)----
121 Micron Technology14 May 201869353.043.836,76613 Aug 201869351.335,543--(1,223)----
122 HCA Holdings Inc13 Aug 2018597128.7102.076,88113 Nov 2018597141.584,4152097,534----
123 Constellation Brands13 Aug 2018441213.8198.494,39313 Nov 2018441199.687,953--(6,440)----
124 Sysco13 Aug 2018235172.868.6171,20611 Oct 2018235168.6161,084846(10,122)----
125 T-Mobile US Inc13 Aug 201821565.760.414,14013 Nov 201821568.414,693--554----
126 UnitedHealth Group13 Aug 2018715260.9249.1186,73713 Nov 2018715269.2192,3006445,563----
127 Carnival Corp13 Nov 201867658.951.439,85620 Dec 201867651.134,494338(5,362)----
128 Estee Lauder Companies13 Nov 2018540143.4123.177,50824 Dec 2018540123.066,351232(11,157)----
129 Gilead Sciences Inc13 Nov 2018269470.965.5191,25017 Dec 2018269465.4176,0761,536(15,174)----
130 Lockheed Martin Corp13 Nov 2018179305.7270.654,78220 Dec 2018179269.548,196394(6,586)----
131 United Continental Holdings13 Nov 2018193092.684.0178,89721 Dec 2018193083.5160,998--(17,899)----
132 Twenty-First Century Fox13 Feb 2019845749.748.1420,31019 Mar 2019845746.5393,060--(27,250)----
133 HCA Holdings Inc13 Feb 201987140.9124.212,27016 Apr 201987122.310,62635(1,644)----
134 Philips 6613 Feb 201954896.186.652,72607 May 201954886.647,395438(5,331)----
135 AbbVie Inc14 May 201995878.474.975,22125 Jun 201995873.069,906--(5,314)----
136 American Tower Corp14 May 2019511198.1187.9101,31513 Aug 2019511221.1112,86947011,554----
137 Lockheed Martin Corp14 May 2019263336.2296.488,50113 Aug 2019263377.299,11057910,609----
138 Marsh McLennan14 May 2019199994.991.9189,89513 Aug 2019199999.2198,1429108,248----
139 American Express13 Aug 2019184126.3119.323,26623 Aug 2019184119.021,876--(1,391)----
140 Colgate-Palmolive13 Aug 201959871.769.042,91315 Oct 201959868.941,163--(1,750)----
141 McDonald's Corp13 Aug 20191858219.7204.7408,66722 Oct 20191858203.6377,9222,155(30,745)----
142 AbbVie Inc13 Nov 2019172686.775.5149,72513 Feb 2020172695.4164,4102,03714,685----
143 Estee Lauder Companies13 Nov 2019441188.1177.083,02613 Feb 2020441214.994,67221211,646----
144 McDonald's Corp13 Nov 2019313195.0177.961,09613 Feb 2020313217.467,9843916,888----
145 Southern Company13 Nov 2019252261.959.5156,29313 Feb 2020252269.5175,2051,56418,911----
146 13 Feb 20201816180.1168.4327,407--1816--------159.2289,016
147 13 Feb 202018976.470.414,448--189--------72.513,704
148 13 Feb 20201035150.9142.8156,317--1035--------127.2131,652
Portfolio Totals54,812342,747 434,372

If you have any questions about the icTracker Backtesting, have a comment or otherwise want to provide feedback, please Contact Us.