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 June 2009 onwards:

As seen above, the initial corpus of $100,000 invested on June 30 2009 has grown to $621,150 as of June 30 2019.

In other words, the icTracker has outperformed the SnP 500 by 215% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
20.03%14.63%0.344429312.87%137.30%51.29%15.11%

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

icTracker gen.SnP 500
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
30 Jun 200913 Aug 2009100,0001,012.73100,000
30 Sep 200913 Nov 2009106,2891,093.48107,974
31 Dec 200916 Feb 2010107,6351,094.87108,111
31 Mar 201014 May 2010116,5411,135.68112,141
30 Jun 201013 Aug 2010114,9661,079.25106,568
30 Sep 201015 Nov 2010125,1171,197.75118,269
31 Dec 201014 Feb 2011126,5581,332.32131,557
31 Mar 201116 May 2011123,7581,329.47131,276
30 Jun 201115 Aug 2011116,3211,204.49118,935
30 Sep 201114 Nov 2011129,9551,251.78123,605
30 Dec 201113 Feb 2012141,9701,351.77133,478
30 Mar 201214 May 2012148,6551,338.35132,153
30 Jun 201213 Aug 2012154,6611,404.11138,646
30 Sep 201213 Nov 2012168,0981,374.53135,725
31 Dec 201213 Feb 2013182,0781,520.33150,122
31 Mar 201314 May 2013213,7801,650.34162,960
30 Jun 201313 Aug 2013241,0941,694.16167,287
30 Sep 201313 Nov 2013260,2271,782.00175,960
31 Dec 201313 Feb 2014294,0571,829.83180,683
31 Mar 201414 May 2014310,5271,888.53186,479
30 Jun 201413 Aug 2014311,5661,946.72192,225
30 Sep 201413 Nov 2014329,6132,039.33201,370
31 Dec 201413 Feb 2015375,2522,096.99207,063
31 Mar 201514 May 2015394,6242,121.10209,444
30 Jun 201513 Aug 2015379,6302,083.39205,720
30 Sep 201513 Nov 2015375,7252,023.04199,761
31 Dec 201516 Feb 2016377,8031,895.58187,175
31 Mar 201616 May 2016402,1872,066.66204,068
30 Jun 201615 Aug 2016433,3942,190.15216,262
30 Sep 201614 Nov 2016419,0342,164.20213,700
31 Dec 201613 Feb 2017440,3732,328.25229,898
31 Mar 201715 May 2017450,9642,402.32237,212
30 Jun 201714 Aug 2017490,5552,465.84243,485
30 Sep 201713 Nov 2017542,6922,584.84255,235
31 Dec 201713 Feb 2018651,0202,662.94262,947
31 Mar 201814 May 2018677,9812,730.13269,581
30 Jun 201813 Aug 2018673,4302,821.93278,646
30 Sep 201813 Nov 2018693,7392,722.18268,796
31 Dec 201813 Feb 2019630,6132,753.03271,843
31 Mar 201914 May 2019586,7002,834.41279,878
30 Jun 201913 Aug 2019621,1502,926.32288,954
CAGR20.03%11.19%

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 Altria Group13 Aug 2009278917.616.549,24716 Feb 2010278919.754,9721,8975,725----
2 Colgate-Palmolive13 Aug 200924372.068.817,52113 Nov 200924381.519,7821072,261----
3 Kroger Co13 Aug 2009148821.320.331,71121 Sep 2009148820.330,215--(1,496)----
4 Altria Group13 Nov 200997319.318.218,75916 Feb 201097319.719,178331419----
5 Apple Inc13 Nov 200913204.5179.52,66116 Feb 201013203.42,642--(19)----
6 Eli Lilly and Company13 Nov 200932835.432.711,61016 Feb 201032834.111,167161(443)----
7 Kimberly-Clark Corp13 Nov 200930464.057.719,48816 Feb 201030459.317,997182(1,491)----
8 Boeing Company16 Feb 201020661.355.212,63214 May 201020669.814,369871,736----
9 DISH Network Corp Class A16 Feb 201076819.116.614,65315 Nov 201076819.514,961--308----
10 Estee Lauder Companies16 Feb 201058858.451.134,35014 May 201058861.035,856--1,506----
11 Microsoft Corp16 Feb 2010118928.426.233,74214 May 2010118928.934,363155622----
12 United Parcel Service16 Feb 201021357.354.112,22414 May 201021365.813,9911001,767----
13 DISH Network Corp Class A14 May 2010107522.921.624,64220 May 2010107521.422,984--(1,658)----
14 UnitedHealth Group14 May 2010244330.427.574,31715 Nov 2010244335.586,56761112,250----
15 Coca-Cola Enterprises Inc15 Nov 2010120563.058.275,94314 Feb 2011120563.176,00826565----
16 Colgate-Palmolive15 Nov 201058678.475.245,97114 Feb 201158679.046,254311283----
17 Illinois Tool Works Inc15 Nov 20106548.045.03,12314 Feb 20116555.73,61822495----
18 ASML Holding NV14 Feb 201168044.336.430,17516 May 201168039.927,084338(3,090)----
19 Boeing Company14 Feb 201156972.365.141,15716 May 201156977.844,2072393,050----
20 Starbucks Corp14 Feb 201152133.632.217,51323 Feb 201152132.116,721--(792)----
21 Texas Instruments14 Feb 2011105135.833.737,69516 Mar 2011105133.535,150--(2,545)----
22 Baxter International Inc16 May 20117159.752.34,24308 Aug 20117151.93,67922(564)----
23 CME Group Inc16 May 201167298.4283.620,01527 May 201167283.518,977--(1,038)----
24 Humana16 May 201152678.565.441,35315 Aug 201152674.038,906132(2,447)----
25 McKesson Corporation16 May 201118685.177.915,84302 Aug 201118677.914,47337(1,370)----
26 Wal-Mart Stores16 May 201175256.153.442,19910 Jun 201175253.239,990--(2,209)----
27 Boeing Company15 Aug 20117562.753.34,70713 Feb 20127574.95,60865901----
28 Intuit Inc15 Aug 201169943.136.630,17814 Nov 201169953.337,1921057,013----
29 Yum! Brands Inc15 Aug 2011157651.647.581,40314 Nov 2011157655.387,0504495,647----
30 Biogen Inc14 Nov 201186113.993.99,80913 Feb 201286120.010,310--501----
31 Boeing Company14 Nov 201130267.961.220,53813 Feb 201230274.922,5821332,044----
32 Alphabet Inc Class C14 Nov 201145613.0523.527,61313 Feb 201245612.227,521--(91)----
33 Home Depot Inc14 Nov 2011133638.333.051,15313 Aug 2012133652.870,4971,16219,344----
34 Booking Holdings Inc14 Nov 201130534.4478.416,04821 Nov 201130478.314,334--(1,714)----
35 Cisco Systems13 Feb 2012137420.018.327,54910 May 2012137418.024,743110(2,806)----
36 Home Depot Inc13 Feb 201289445.940.841,10213 Aug 201289452.847,1745196,071----
37 Royal Bank Of Canada13 Feb 201222353.748.311,98701 Jun 201222348.210,747128(1,240)----
38 Walt Disney Company13 Aug 201294349.946.647,06513 Nov 201294348.045,181--(1,884)----
39 Alphabet Inc Class C13 Aug 20129660.0594.05,94613 Nov 20129659.15,926--(21)----
40 Mondelez International13 Aug 2012160941.038.266,03502 Oct 2012160936.258,15223,271(7,883)----
41 Lockheed Martin Corp13 Aug 201238891.183.835,39013 Nov 201238890.234,955388(435)----
42 Home Depot Inc13 Nov 201229163.458.318,46213 Feb 201329167.519,608841,146----
43 J.B. Hunt Transport Services13 Nov 201255460.252.033,35613 Feb 201355466.937,037833,680----
44 Kimberly-Clark Corp13 Nov 2012111584.481.294,18913 Feb 2013111589.9100,1278255,938----
45 MasterCard Inc. Cl A13 Nov 201247471.2429.322,16913 Feb 201347519.224,378142,209----
46 Accenture PLC Cl A13 Feb 201313473.668.29,86714 May 201313480.610,783109916----
47 Automatic Data Processing13 Feb 2013140060.557.584,71514 May 2013140070.899,03553514,320----
48 Estee Lauder Companies13 Feb 201311663.358.07,35014 May 201311671.88,32021970----
49 Microsoft Corp13 Feb 2013133728.026.737,51414 May 2013133733.544,7856157,271----
50 Union Pacific Corp13 Feb 2013315135.3125.042,65914 May 2013315156.949,3872176,728----
51 Kroger Co14 May 2013126534.831.544,06613 Aug 2013126539.149,463955,397----
52 Lockheed Martin Corp14 May 2013926102.991.895,35313 Feb 2014926159.8147,8273,36152,474----
53 Macy's Inc14 May 201360247.443.628,55713 Aug 201360248.529,168151610----
54 News Corp14 May 201322933.531.07,67512 Jun 201322931.07,096--(578)----
55 TJX Companies14 May 201374051.547.438,11113 Aug 201374052.738,944215833----
56 DuPont de Nemours13 Aug 201359337.934.422,48513 Nov 201359339.623,459190974----
57 Home Depot Inc13 Aug 201345179.474.235,86321 Aug 201345174.133,396--(2,468)----
58 Intuit Inc13 Aug 201325465.059.116,52713 Nov 201325473.018,513481,987----
59 Lockheed Martin Corp13 Aug 2013269124.1105.833,40613 Feb 2014269159.842,9436679,538----
60 Texas Instruments13 Aug 201345239.835.217,98913 Nov 201345242.419,1411361,152----
61 Automatic Data Processing13 Nov 201316676.572.212,70313 Feb 201416676.212,63870(65)----
62 Estee Lauder Companies13 Nov 201321873.070.715,93623 Jan 201421870.715,38744(549)----
63 Home Depot Inc13 Nov 201343777.674.633,94513 Feb 201443777.633,873170(72)----
64 Lockheed Martin Corp13 Nov 201391137.3124.812,50313 Feb 201491159.814,5271212,024----
65 Constellation Brands13 Nov 201331367.358.221,08613 Feb 201431379.424,840--3,754----
66 Estee Lauder Companies13 Feb 2014106967.561.872,27214 May 2014106973.778,6852146,413----
67 International Business Machines Corp13 Feb 2014127181.8170.423,11714 May 2014127188.723,943140827----
68 Public Storage13 Feb 2014471164.5154.077,56614 May 2014471171.780,7666593,200----
69 TJX Companies13 Feb 201452760.255.731,74120 May 201452755.329,12892(2,614)----
70 United Parcel Service13 Feb 201492596.689.689,40714 May 2014925102.094,2936204,885----
71 American Tower Corp14 May 201491588.883.081,29713 Aug 201491597.288,8583117,562----
72 Apple Inc14 May 201440593.974.423,77909 Jun 201428078.221,880--(1,898)----
73 Kroger Co14 May 2014126246.743.658,95613 Aug 2014126249.762,7091043,753----
74 TJX Companies14 May 2014194759.156.2115,24120 May 2014194755.8108,483--(6,758)----
75 AbbVie Inc13 Aug 201473053.650.739,16713 Nov 201473063.646,4033077,236----
76 Accenture PLC Cl A13 Aug 2014157379.075.5124,37613 Nov 2014157384.4132,6911,6048,316----
77 Boeing Company13 Aug 2014256122.0111.631,25813 Nov 2014256128.532,8711871,613----
78 Intuit Inc13 Aug 2014112983.480.994,23010 Oct 2014112980.791,071282(3,159)----
79 Yum! Brands Inc13 Aug 201432170.561.022,64713 Nov 201432175.424,1761321,529----
80 Lowes Companies Inc13 Nov 201450358.654.429,51013 Feb 201550372.136,2051166,695----
81 Nike Inc Cl B13 Nov 201428096.182.926,94113 Feb 201528092.025,74578(1,195)----
82 Public Storage13 Nov 2014490187.0165.291,74113 Feb 2015490202.699,1806867,438----
83 Starbucks Corp13 Nov 2014232677.974.0181,35313 Feb 2015232691.6212,80237231,449----
84 Accenture PLC Cl A13 Feb 201526789.882.723,99814 May 201526797.025,8682721,870----
85 Boeing Company13 Feb 2015762149.7125.8114,20814 May 2015762148.0112,633693(1,576)----
86 Estee Lauder Companies13 Feb 201545882.575.137,81814 May 201545889.440,9001103,081----
87 International Business Machines Corp13 Feb 20151143160.4151.0183,52114 May 20151143174.1198,7401,48615,220----
88 Seagate Technology13 Feb 201525461.855.115,72310 Mar 201525454.913,938--(1,785)----
89 AbbVie Inc14 May 201530866.057.920,33913 Aug 201530868.521,089157750----
90 Kimberly-Clark Corp14 May 20151514111.6106.2169,16205 Jun 20151514106.1160,4631,332(8,699)----
91 Kroger Co14 May 2015111972.466.781,14114 Jul 2015111961.068,173--(12,969)----
92 MasterCard Inc. Cl A14 May 2015132093.889.4123,99313 Aug 2015132097.2128,2152114,223----
93 Lockheed Martin Corp13 Aug 2015456209.8189.095,76016 Feb 2016456209.095,2091,436(551)----
94 McDonald's Corp13 Aug 2015224699.495.5223,40824 Aug 2015224695.0213,062--(10,346)----
95 Public Storage13 Aug 2015284212.6187.060,42516 Feb 2016284238.267,5754837,151----
96 Estee Lauder Companies16 Feb 2016110488.681.597,93416 May 2016110492.8102,3383314,403----
97 McDonald's Corp16 Feb 20161138119.2113.3135,76316 May 20161138129.6147,3831,01311,620----
98 TJX Companies16 Feb 201673471.467.052,43816 May 201673475.255,1341912,696----
99 United Parcel Service16 Feb 201692898.687.891,55516 May 2016928101.794,2371,4482,682----
100 3M Company16 May 20162120169.6163.6359,80615 Aug 20162120180.6382,4042,35322,599----
101 Hewlett-Packard Company16 May 2016122911.610.714,32015 Aug 2016122914.517,8271523,507----
102 Yum! Brands Inc16 May 201628981.377.123,50515 Aug 201628989.925,9671332,462----
103 Alaska Air Group15 Aug 201638966.156.325,74614 Nov 201638977.830,2462144,499----
104 Intuit Inc15 Aug 20161520113.3103.9172,41914 Nov 20161520110.0167,048517(5,371)----
105 Pepsico Inc15 Aug 20162095108.7100.9227,99614 Nov 20162095101.4212,2001,578(15,797)----
106 Boeing Company14 Nov 2016871150.0135.6130,77215 May 2017871182.4158,7032,47427,931----
107 Hewlett-Packard Company14 Nov 2016267416.114.843,09409 Jan 2017267414.839,514356(3,580)----
108 Lowes Companies Inc14 Nov 201689870.065.362,93213 Feb 201789873.966,2963143,364----
109 Seagate Technology14 Nov 201646938.034.317,84013 Feb 201746947.822,3962954,556----
110 Simon Property Group14 Nov 2016885185.6161.6164,41113 Feb 2017885181.7160,6173,009(3,794)----
111 Boeing Company13 Feb 2017341168.0154.657,35615 May 2017341182.462,1334844,777----
112 EBay Inc13 Feb 201732633.830.511,02715 May 201732634.211,132--105----
113 HCA Holdings Inc13 Feb 201782083.873.268,74415 May 201782083.868,664--(80)----
114 Yum! Brands Inc13 Feb 2017230168.164.7156,87806 Mar 2017230164.6148,597--(8,281)----
115 Automatic Data Processing15 May 2017103298.593.5101,70214 Aug 20171032109.7113,08758811,385----
116 MasterCard Inc. Cl A15 May 20171675118.2111.2198,20013 Nov 20171675149.7250,48073752,280----
117 McKesson Corporation15 May 2017516145.3135.175,06514 Aug 2017516149.176,8481441,783----
118 Seagate Technology15 May 201745343.538.719,71603 Jul 201745338.717,518285(2,198)----
119 Yum! Brands Inc15 May 201781269.265.256,26314 Aug 201781276.361,8772445,615----
120 3M Company14 Aug 2017109207.4199.722,62613 Nov 2017109228.224,8511282,225----
121 Costco Wholesale Corp14 Aug 2017116157.9137.418,33613 Nov 2017116171.519,869581,534----
122 Intuit Inc14 Aug 201785138.9130.211,81713 Nov 201785154.913,152331,335----
123 MasterCard Inc. Cl A14 Aug 2017740131.1122.497,10413 Nov 2017740149.7110,66016313,556----
124 United Parcel Service14 Aug 20171064113.7108.8121,08713 Nov 20171064114.8122,036883949----
125 Biogen Inc13 Nov 2017123315.7296.038,87113 Feb 2018123317.038,951--80----
126 Boeing Company13 Nov 20171414262.4239.4371,43313 Feb 20181414343.2484,7432,418113,310----
127 Colgate-Palmolive13 Nov 2017151473.769.5111,69308 Feb 2018151469.4104,988606(6,706)----
128 Micron Technology13 Nov 201745145.635.420,58613 Feb 201845142.619,207--(1,379)----
129 Accenture PLC Cl A13 Feb 20182429156.8146.4381,34514 May 20182429155.6377,5023,231(3,844)----
130 Apple Inc13 Feb 2018490164.3152.780,60714 May 2018490188.292,10135811,494----
131 Expeditors International of Washington13 Feb 2018147863.160.193,38514 May 2018147872.2106,634--13,250----
132 Starbucks Corp13 Feb 2018150155.751.783,64414 May 2018150157.185,6664502,022----
133 Best Buy Co Inc14 May 2018242278.369.5189,71125 May 2018242269.3167,711--(22,000)----
134 Boeing Company14 May 2018749344.6326.4258,35613 Aug 2018749338.4253,1781,281(5,178)----
135 Bristol-Myers Squibb14 May 2018316652.039.2164,86013 Aug 2018316659.4187,9361,26623,076----
136 Micron Technology14 May 201863453.043.833,63613 Aug 201863451.332,517--(1,119)----
137 Seagate Technology14 May 201855357.153.331,59131 Jul 201855353.229,366348(2,225)----
138 AmerisourceBergen13 Aug 201851583.175.442,81913 Nov 201851591.346,9781964,159----
139 American Express13 Aug 20182932101.896.4298,80520 Dec 2018293296.3281,9931,143(16,812)----
140 CSX Corp13 Aug 201871172.664.251,67713 Nov 201871170.349,919156(1,758)----
141 HCA Holdings Inc13 Aug 2018709128.7102.091,30413 Nov 2018709141.5100,2522488,947----
142 Sysco13 Aug 2018259172.868.6188,68411 Oct 2018259168.6177,529933(11,155)----
143 American Express13 Nov 20181578107.9100.8170,37319 Dec 20181578100.4158,238--(12,135)----
144 Cardinal Health13 Nov 201885156.753.048,32620 Nov 201885153.045,070--(3,256)----
145 Gilead Sciences Inc13 Nov 2018124470.965.588,31317 Dec 2018124465.481,306709(7,007)----
146 Lockheed Martin Corp13 Nov 201834305.7270.610,40620 Dec 201834269.59,15575(1,251)----
147 United Continental Holdings13 Nov 201864892.684.060,06521 Dec 201864883.554,055--(6,010)----
148 Twenty-First Century Fox13 Feb 20191096449.748.1544,90719 Mar 20191096446.5509,579--(35,328)----
149 HCA Holdings Inc13 Feb 2019119140.9124.216,78316 Apr 2019119122.314,53448(2,248)----
150 Philips 6613 Feb 201971596.186.668,79507 May 201971586.661,839572(6,956)----
151 14 May 2019122878.474.996,42125 Jun 2019122873.089,608--------
152 14 May 2019654198.1187.9129,66713 Aug 2019654221.1144,455602------
153 14 May 2019336336.2296.4113,06613 Aug 2019336377.2126,619739------
154 14 May 2019252894.991.9240,14713 Aug 2019252899.2250,5771,150------
155 13 Aug 2019238953.551.1127,939--2389--------53.7128,385
156 13 Aug 2019696139.4134.497,133--696--------138.496,333
157 13 Aug 20191800219.7204.7395,910--1800--------214.7386,388
Portfolio Totals85,836403,355 611,106

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