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 September 2009 onwards:

As seen above, the initial corpus of $100,000 invested on September 30 2009 has grown to $515,055 as of September 30 2019.

In other words, the icTracker has outperformed the SnP 500 by 182% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
17.80%11.81%0.447322513.61%116.29%35.39%12.65%

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

icTracker gen.SnP 500
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
30 Sep 200913 Nov 2009100,0001,093.48100,000
31 Dec 200916 Feb 201098,3621,094.87100,127
31 Mar 201014 May 2010106,5111,135.68103,859
30 Jun 201013 Aug 2010105,0721,079.2598,699
30 Sep 201015 Nov 2010114,3511,197.75109,536
31 Dec 201014 Feb 2011115,6651,332.32121,842
31 Mar 201116 May 2011113,1051,329.47121,582
30 Jun 201115 Aug 2011106,2951,204.49110,152
30 Sep 201114 Nov 2011118,7591,251.78114,477
30 Dec 201113 Feb 2012129,7551,351.77123,621
30 Mar 201214 May 2012135,8641,338.35122,394
30 Jun 201213 Aug 2012141,3521,404.11128,408
30 Sep 201213 Nov 2012141,2141,374.53125,702
31 Dec 201213 Feb 2013152,9331,520.33139,036
31 Mar 201314 May 2013179,5491,650.34150,926
30 Jun 201313 Aug 2013202,4921,694.16154,933
30 Sep 201313 Nov 2013218,5551,782.00162,966
31 Dec 201313 Feb 2014246,9541,829.83167,340
31 Mar 201414 May 2014261,5801,888.53172,708
30 Jun 201413 Aug 2014261,2401,946.72178,030
30 Sep 201413 Nov 2014276,3682,039.33186,499
31 Dec 201413 Feb 2015320,2982,096.99191,772
31 Mar 201514 May 2015336,8162,121.10193,977
30 Jun 201513 Aug 2015324,0212,083.39190,528
30 Sep 201513 Nov 2015320,6822,023.04185,009
31 Dec 201516 Feb 2016322,4511,895.58173,353
31 Mar 201616 May 2016343,2722,066.66188,998
30 Jun 201615 Aug 2016369,9052,190.15200,292
30 Sep 201614 Nov 2016357,6502,164.20197,919
31 Dec 201613 Feb 2017387,5182,328.25212,921
31 Mar 201715 May 2017394,7192,402.32219,695
30 Jun 201714 Aug 2017429,3732,465.84225,504
30 Sep 201713 Nov 2017475,0042,584.84236,387
31 Dec 201713 Feb 2018569,8542,662.94243,529
31 Mar 201814 May 2018593,4502,730.13249,674
30 Jun 201813 Aug 2018589,4682,821.93258,069
30 Sep 201813 Nov 2018607,2542,722.18248,947
31 Dec 201813 Feb 2019551,9862,753.03251,768
31 Mar 201914 May 2019513,5502,834.41259,210
30 Jun 201913 Aug 2019543,6892,926.32267,615
30 Sep 201913 Nov 2019515,0553,094.04282,954
CAGR17.80%10.95%

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 Nov 2009185119.318.235,68616 Feb 2010185119.736,484629798----
2 Apple Inc13 Nov 200925204.5179.55,11616 Feb 201025203.45,080--(36)----
3 Eli Lilly and Company13 Nov 200962535.432.722,12216 Feb 201062534.121,279306(843)----
4 Kimberly-Clark Corp13 Nov 200957964.057.737,11616 Feb 201057959.334,277347(2,839)----
5 Boeing Company16 Feb 201018961.355.211,59014 May 201018969.813,183791,593----
6 DISH Network Corp Class A16 Feb 201070219.116.613,39415 Nov 201070219.513,675--282----
7 Estee Lauder Companies16 Feb 201053758.451.131,37114 May 201053761.032,746--1,375----
8 Microsoft Corp16 Feb 2010108728.426.230,84714 May 2010108728.931,415141568----
9 United Parcel Service16 Feb 201019557.354.111,19114 May 201019565.812,808921,618----
10 DISH Network Corp Class A14 May 201098222.921.622,51020 May 201098221.420,996--(1,515)----
11 UnitedHealth Group14 May 2010223330.427.567,92915 Nov 2010223335.579,12555811,197----
12 Coca-Cola Enterprises Inc15 Nov 2010110263.058.269,45114 Feb 2011110263.169,51124259----
13 Colgate-Palmolive15 Nov 201053678.475.242,04814 Feb 201153679.042,307284259----
14 Illinois Tool Works Inc15 Nov 20105948.045.02,83514 Feb 20115955.73,28420449----
15 ASML Holding NV14 Feb 201162144.336.427,55616 May 201162139.924,735309(2,822)----
16 Boeing Company14 Feb 201152072.365.137,61316 May 201152077.840,4002182,787----
17 Starbucks Corp14 Feb 201147733.632.216,03423 Feb 201147732.115,309--(725)----
18 Texas Instruments14 Feb 201196135.833.734,46716 Mar 201196133.532,140--(2,327)----
19 Baxter International Inc16 May 20116559.752.33,88408 Aug 20116551.93,36820(516)----
20 CME Group Inc16 May 201162298.4283.618,52127 May 201162283.517,561--(961)----
21 Humana16 May 201148178.565.437,81615 Aug 201148174.035,578120(2,238)----
22 McKesson Corporation16 May 201117085.177.914,48002 Aug 201117077.913,22834(1,252)----
23 Wal-Mart Stores16 May 201168756.153.438,55210 Jun 201168753.236,534--(2,018)----
24 Boeing Company15 Aug 20116962.753.34,33113 Feb 20126974.95,15959829----
25 Intuit Inc15 Aug 201163943.136.627,58814 Nov 201163953.333,999966,411----
26 Yum! Brands Inc15 Aug 2011144051.647.574,37814 Nov 2011144055.379,5384105,160----
27 Biogen Inc14 Nov 201178113.993.98,89613 Feb 201278120.09,351--454----
28 Boeing Company14 Nov 201127667.961.218,77013 Feb 201227674.920,6381211,868----
29 Alphabet Inc Class C14 Nov 201141613.0523.525,15813 Feb 201241612.225,075--(83)----
30 Home Depot Inc14 Nov 2011122038.333.046,71213 Aug 2012122052.864,3761,06117,664----
31 Booking Holdings Inc14 Nov 201127534.4478.414,44321 Nov 201127478.312,901--(1,543)----
32 Cisco Systems13 Feb 2012125620.018.325,18310 May 2012125618.022,618100(2,565)----
33 Home Depot Inc13 Feb 201281845.940.837,60813 Aug 201281852.843,1644745,555----
34 Royal Bank Of Canada13 Feb 201220453.748.310,96601 Jun 201220448.29,831117(1,135)----
35 Walt Disney Company13 Aug 201291949.946.645,86713 Nov 201291948.044,031--(1,836)----
36 Alphabet Inc Class C13 Aug 201216660.0594.010,57113 Nov 201216659.110,534--(36)----
37 Lockheed Martin Corp13 Aug 201251091.183.846,51813 Nov 201251090.245,946510(572)----
38 McKesson Corporation13 Aug 201243189.183.538,43613 Nov 201243193.240,146861,710----
39 Home Depot Inc13 Nov 201224463.458.315,48013 Feb 201324467.516,44171961----
40 J.B. Hunt Transport Services13 Nov 201246560.252.027,99813 Feb 201346566.931,087703,089----
41 Kimberly-Clark Corp13 Nov 201293784.481.279,15313 Feb 201393789.984,1436934,990----
42 MasterCard Inc. Cl A13 Nov 201239471.2429.318,39613 Feb 201339519.220,229121,833----
43 Accenture PLC Cl A13 Feb 201311273.668.28,24714 May 201311280.69,01391766----
44 Automatic Data Processing13 Feb 2013117660.557.571,16014 May 2013117670.883,18944912,029----
45 Estee Lauder Companies13 Feb 20139863.358.06,21014 May 20139871.87,02918820----
46 Microsoft Corp13 Feb 2013112328.026.731,50914 May 2013112333.537,6175176,107----
47 Union Pacific Corp13 Feb 2013264135.3125.035,75214 May 2013264156.941,3911825,638----
48 Kroger Co14 May 2013106234.831.536,99513 Aug 2013106239.141,525804,531----
49 Lockheed Martin Corp14 May 2013778102.991.880,11313 Feb 2014778159.8124,2002,82444,087----
50 Macy's Inc14 May 201350547.443.623,95613 Aug 201350548.524,468126512----
51 News Corp14 May 201319333.531.06,46812 Jun 201319331.05,981--(487)----
52 TJX Companies14 May 201362251.547.432,03413 Aug 201362252.732,734180700----
53 DuPont de Nemours13 Aug 201349837.934.418,88313 Nov 201349839.619,701159818----
54 Home Depot Inc13 Aug 201337879.474.230,05821 Aug 201337874.127,990--(2,068)----
55 Intuit Inc13 Aug 201321365.059.113,85913 Nov 201321373.015,525401,666----
56 Lockheed Martin Corp13 Aug 2013225124.1105.827,94113 Feb 2014225159.835,9195587,978----
57 Texas Instruments13 Aug 201338039.835.215,12413 Nov 201338042.416,092114968----
58 Automatic Data Processing13 Nov 201314076.572.210,71413 Feb 201414076.210,65959(55)----
59 Estee Lauder Companies13 Nov 201318473.070.713,45123 Jan 201418470.712,98737(464)----
60 Home Depot Inc13 Nov 201336877.674.628,58513 Feb 201436877.628,525144(61)----
61 Lockheed Martin Corp13 Nov 201376137.3124.810,44213 Feb 201476159.812,1331011,690----
62 Constellation Brands13 Nov 201326467.358.217,78513 Feb 201426479.420,951--3,166----
63 ATT Inc13 Feb 2014135133.531.745,29014 May 2014135136.449,1146213,823----
64 Estee Lauder Companies13 Feb 201479867.561.853,95114 May 201479873.758,7381604,787----
65 International Business Machines Corp13 Feb 2014148181.8170.426,93914 May 2014148188.727,903163963----
66 TJX Companies13 Feb 201471960.255.743,30620 May 201471955.339,740126(3,566)----
67 United Parcel Service13 Feb 201480296.689.677,51914 May 2014802102.081,7545374,236----
68 American Tower Corp14 May 201471888.883.063,79313 Aug 201471897.269,7272445,934----
69 Apple Inc14 May 201431593.974.418,42809 Jun 201421778.216,957--(1,471)----
70 Kroger Co14 May 201499046.743.646,25013 Aug 201499049.749,193822,944----
71 TJX Companies14 May 2014152659.156.290,32320 May 2014152655.885,026--(5,297)----
72 AbbVie Inc13 Aug 201461253.650.732,83613 Nov 201461263.638,9032576,067----
73 Accenture PLC Cl A13 Aug 2014131979.075.5104,29213 Nov 2014131984.4111,2651,3456,973----
74 Boeing Company13 Aug 2014214122.0111.626,13013 Nov 2014214128.527,4781561,348----
75 Intuit Inc13 Aug 201494683.480.978,95610 Oct 201494680.776,309237(2,647)----
76 Yum! Brands Inc13 Aug 201426970.561.018,97813 Nov 201426975.420,2601101,282----
77 Lowes Companies Inc13 Nov 201468958.654.440,42313 Feb 201568972.149,5931589,170----
78 Nike Inc Cl B13 Nov 201432596.182.931,27013 Feb 201532592.029,88391(1,387)----
79 Starbucks Corp13 Nov 2014262477.974.0204,58813 Feb 2015262491.6240,06642035,478----
80 Accenture PLC Cl A13 Feb 201522789.882.720,40314 May 201522797.021,9922321,590----
81 Boeing Company13 Feb 2015651149.7125.897,57214 May 2015651148.096,226592(1,346)----
82 Estee Lauder Companies13 Feb 201539182.575.132,28614 May 201539189.434,917942,631----
83 International Business Machines Corp13 Feb 2015975160.4151.0156,54614 May 2015975174.1169,5291,26812,983----
84 Seagate Technology13 Feb 201521761.855.113,43310 Mar 201521754.911,908--(1,525)----
85 AbbVie Inc14 May 201526366.057.917,36713 Aug 201526368.518,008134641----
86 Kimberly-Clark Corp14 May 20151292111.6106.2144,35705 Jun 20151292106.1136,9341,137(7,423)----
87 Kroger Co14 May 201595572.466.769,24914 Jul 201595561.058,181--(11,068)----
88 MasterCard Inc. Cl A14 May 2015112793.889.4105,86313 Aug 2015112797.2109,4691803,605----
89 Lockheed Martin Corp13 Aug 2015389209.8189.081,69016 Feb 2016389209.081,2201,225(470)----
90 McDonald's Corp13 Aug 2015191799.495.5190,68324 Aug 2015191795.0181,853--(8,830)----
91 Public Storage13 Aug 2015242212.6187.051,48916 Feb 2016242238.257,5824116,093----
92 Estee Lauder Companies16 Feb 201694288.681.583,56416 May 201694292.887,3212833,757----
93 McDonald's Corp16 Feb 2016972119.2113.3115,95916 May 2016972129.6125,8848659,925----
94 TJX Companies16 Feb 201662771.467.044,79416 May 201662775.247,0971632,303----
95 United Parcel Service16 Feb 201679298.687.878,13816 May 2016792101.780,4261,2362,289----
96 3M Company16 May 20161809169.6163.6307,02315 Aug 20161809180.6326,3062,00819,284----
97 Hewlett-Packard Company16 May 2016104911.610.712,22315 Aug 2016104914.515,2161302,994----
98 Yum! Brands Inc16 May 201624781.377.120,08915 Aug 201624789.922,1931142,104----
99 Alaska Air Group15 Aug 201633266.156.321,97414 Nov 201633277.825,8141833,840----
100 Intuit Inc15 Aug 20161297113.3103.9147,12314 Nov 20161297110.0142,540441(4,583)----
101 Pepsico Inc15 Aug 20161788108.7100.9194,58614 Nov 20161788101.4181,1041,346(13,482)----
102 Boeing Company14 Nov 2016644150.0135.696,69015 May 2017644182.4117,3421,82920,652----
103 Hewlett-Packard Company14 Nov 2016185716.114.829,92809 Jan 2017185714.827,441247(2,486)----
104 Lowes Companies Inc14 Nov 2016151070.065.3105,82113 Feb 2017151073.9111,4775295,657----
105 Seagate Technology14 Nov 201642238.034.316,05213 Feb 201742247.820,1512664,099----
106 Texas Instruments14 Nov 2016155870.067.3109,20013 Feb 2017155875.5117,5437798,342----
107 Boeing Company13 Feb 2017324168.0154.654,49615 May 2017324182.459,0354604,539----
108 EBay Inc13 Feb 201731033.830.510,48515 May 201731034.210,585--100----
109 HCA Holdings Inc13 Feb 201777983.873.265,30715 May 201777983.865,230--(76)----
110 Yum! Brands Inc13 Feb 2017218668.164.7149,03706 Mar 2017218664.6141,171--(7,867)----
111 Automatic Data Processing15 May 201790398.593.588,98914 Aug 2017903109.798,9515159,962----
112 MasterCard Inc. Cl A15 May 20171466118.2111.2173,46913 Nov 20171466149.7219,22664545,757----
113 McKesson Corporation15 May 2017452145.3135.165,75514 Aug 2017452149.167,3171271,562----
114 Seagate Technology15 May 201739643.538.717,23503 Jul 201739638.715,314249(1,921)----
115 Yum! Brands Inc15 May 201771169.265.249,26514 Aug 201771176.354,1812134,916----
116 3M Company14 Aug 201796207.4199.719,92713 Nov 201796228.221,8871131,960----
117 Costco Wholesale Corp14 Aug 2017102157.9137.416,12313 Nov 2017102171.517,471511,349----
118 Intuit Inc14 Aug 201774138.9130.210,28813 Nov 201774154.911,450291,162----
119 MasterCard Inc. Cl A14 Aug 2017647131.1122.484,90013 Nov 2017647149.796,75314211,853----
120 United Parcel Service14 Aug 2017931113.7108.8105,95113 Nov 2017931114.8106,781773830----
121 Biogen Inc13 Nov 2017108315.7296.034,13113 Feb 2018108317.034,201--70----
122 Boeing Company13 Nov 20171238262.4239.4325,20113 Feb 20181238343.2424,4072,11799,206----
123 Colgate-Palmolive13 Nov 2017132573.769.597,75008 Feb 2018132569.491,882530(5,869)----
124 Micron Technology13 Nov 201739445.635.417,98413 Feb 201839442.616,779--(1,205)----
125 Accenture PLC Cl A13 Feb 20182126156.8146.4333,77514 May 20182126155.6330,4112,828(3,364)----
126 Apple Inc13 Feb 2018429164.3152.770,57214 May 2018429188.280,63631310,063----
127 Expeditors International of Washington13 Feb 2018129363.160.181,69614 May 2018129372.293,287--11,591----
128 Starbucks Corp13 Feb 2018131455.751.773,22414 May 2018131457.174,9943941,770----
129 Best Buy Co Inc14 May 2018212078.369.5166,05625 May 2018212069.3146,799--(19,257)----
130 Boeing Company14 May 2018655344.6326.4225,93213 Aug 2018655338.4221,4041,120(4,528)----
131 Bristol-Myers Squibb14 May 2018277152.039.2144,29213 Aug 2018277159.4164,4881,10820,197----
132 Micron Technology14 May 201855553.043.829,44413 Aug 201855551.328,465--(979)----
133 Seagate Technology14 May 201848457.153.327,65031 Jul 201848453.225,702305(1,948)----
134 AmerisourceBergen13 Aug 201845183.175.437,49813 Nov 201845191.341,1401713,642----
135 American Express13 Aug 20182567101.896.4261,60820 Dec 2018256796.3246,8881,001(14,719)----
136 CSX Corp13 Aug 201862372.664.245,28113 Nov 201862370.343,741137(1,541)----
137 HCA Holdings Inc13 Aug 2018621128.7102.079,97213 Nov 2018621141.587,8082177,837----
138 Sysco13 Aug 2018226872.868.6165,16211 Oct 2018226868.6155,398816(9,765)----
139 American Express13 Nov 20181381107.9100.8149,10419 Dec 20181381100.4138,483--(10,620)----
140 Cardinal Health13 Nov 201874556.753.042,30620 Nov 201874553.039,456--(2,850)----
141 Gilead Sciences Inc13 Nov 2018108970.965.577,30917 Dec 2018108965.471,176621(6,134)----
142 Lockheed Martin Corp13 Nov 201830305.7270.69,18120 Dec 201830269.58,07866(1,104)----
143 United Continental Holdings13 Nov 201856792.684.052,55721 Dec 201856783.547,298--(5,258)----
144 Twenty-First Century Fox13 Feb 2019959749.748.1476,96819 Mar 2019959746.5446,044--(30,923)----
145 HCA Holdings Inc13 Feb 2019104140.9124.214,66716 Apr 2019104122.312,70242(1,965)----
146 Philips 6613 Feb 201962696.186.660,23107 May 201962686.654,141501(6,090)----
147 AbbVie Inc14 May 2019107578.474.984,40725 Jun 2019107573.078,444--(5,964)----
148 American Tower Corp14 May 2019572198.1187.9113,40913 Aug 2019572221.1126,34352612,933----
149 Lockheed Martin Corp14 May 2019294336.2296.498,93313 Aug 2019294377.2110,79264711,859----
150 Marsh McLennan14 May 2019221394.991.9210,22413 Aug 2019221399.2219,3541,0079,131----
151 13 Aug 2019209153.551.1111,98013 Nov 2019209152.4109,480836------
152 13 Aug 2019609139.4134.484,99209 Sep 2019609134.281,645627------
153 13 Aug 20191576219.7204.7346,64122 Oct 20191576203.6320,5621,828------
154 13 Nov 2019207486.775.5179,913--2074--------87.0180,500
155 13 Nov 2019449132.4125.159,516--449--------136.361,199
156 13 Nov 2019262195.0177.951,141--262--------195.251,137
157 13 Nov 201986291.385.478,771--862--------93.680,649
158 13 Nov 2019235261.959.5145,758--2352--------61.6144,883
Portfolio Totals54,432392,543 518,368

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