How has the icTracker performed against the DJ Composite 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 Composite Avg. Here is how this virtual portfolio has performed from March 2012 onwards:

As seen above, the initial corpus of $100,000 invested on March 31 2012 has grown to $343,997 as of March 31 2022.

In other words, the icTracker has outperformed the DJ Composite Avg by 136% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
13.14%4.97%0.782701911.91%89.22%13.57%14.00%

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

icTracker gen.DJ Composite Avg
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
31 Mar 201214 May 2012100,0004,348.44100,000
30 Jun 201213 Aug 2012104,5264,447.66102,282
30 Sep 201213 Nov 2012104,2704,305.0999,003
31 Dec 201213 Feb 2013112,7834,792.04110,201
31 Mar 201314 May 2013124,0425,209.41119,800
30 Jun 201313 Aug 2013132,1815,219.52120,032
30 Sep 201313 Nov 2013145,1785,453.04125,402
31 Dec 201313 Feb 2014160,3365,551.57127,668
31 Mar 201414 May 2014166,3815,823.80133,929
30 Jun 201413 Aug 2014164,4305,919.00136,118
30 Sep 201413 Nov 2014174,8476,375.42146,614
31 Dec 201413 Feb 2015200,0096,449.80148,325
31 Mar 201514 May 2015209,8376,376.45146,638
30 Jun 201513 Aug 2015199,9876,173.75141,976
30 Sep 201513 Nov 2015200,9786,022.37138,495
31 Dec 201516 Feb 2016200,7435,736.69131,925
31 Mar 201616 May 2016214,9356,193.87142,439
30 Jun 201615 Aug 2016226,5976,461.24148,588
30 Sep 201614 Nov 2016216,8726,611.47152,042
31 Dec 201613 Feb 2017233,6637,142.40164,252
31 Mar 201715 May 2017236,0827,215.54165,934
30 Jun 201714 Aug 2017254,9477,525.80173,069
30 Sep 201713 Nov 2017287,5387,894.91181,557
31 Dec 201713 Feb 2018305,0448,155.01187,539
31 Mar 201814 May 2018322,7908,294.47190,746
30 Jun 201813 Aug 2018334,6218,491.92195,287
30 Sep 201813 Nov 2018336,0318,402.01193,219
31 Dec 201813 Feb 2019307,1718,467.85194,733
31 Mar 201914 May 2019290,3758,536.38196,309
30 Jun 201913 Aug 2019313,5538,695.74199,974
30 Sep 201913 Nov 2019300,5419,165.78210,783
31 Dec 201913 Feb 2020328,3919,700.51223,080
31 Mar 202014 May 2020305,5307,571.68174,124
30 Jun 202013 Aug 2020316,0259,178.77211,082
30 Sep 202013 Nov 2020314,7939,875.68227,109
31 Dec 202016 Feb 2021360,09310,408.78239,368
31 Mar 202114 May 2021364,31311,644.37267,783
30 Jun 202113 Aug 2021372,79511,710.64269,307
30 Sep 202115 Nov 2021370,98212,176.83280,028
31 Dec 202114 Feb 2022372,60611,525.05265,039
31 Mar 202216 May 2022343,99711,024.69253,532
CAGR13.14%9.74%

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 2012699136.9121.195,76813 Aug 2012699144.5100,932--5,165----
2 Seagate Technology14 May 201213331.426.74,17622 May 201213326.63,537--(639)----
3 Walt Disney Company13 Aug 201271549.946.635,68613 Nov 201271548.034,257--(1,428)----
4 Alphabet Inc Class C13 Aug 201218660.0594.011,89213 Nov 201218659.111,851--(41)----
5 Lockheed Martin Corp13 Aug 201233291.183.830,28213 Nov 201233290.229,910332(372)----
6 McKesson Corporation13 Aug 201230189.183.526,84313 Nov 201230193.228,037601,194----
7 Home Depot Inc13 Nov 201222863.458.314,46513 Feb 201322867.515,36366898----
8 J.B. Hunt Transport Services13 Nov 201224960.252.014,99213 Feb 201324966.916,646371,654----
9 Kimberly-Clark Corp13 Nov 201267784.481.257,18913 Feb 201367789.960,7955013,606----
10 MasterCard Inc. Cl A13 Nov 201237471.2429.317,45313 Feb 201337519.219,192111,739----
11 Accenture PLC Cl A13 Feb 20139173.668.26,70114 May 20139180.67,32374622----
12 Automatic Data Processing13 Feb 201368360.557.541,32914 May 201368370.848,3152616,986----
13 Estee Lauder Companies13 Feb 20136263.358.03,92914 May 20136271.84,44711519----
14 Philip Morris International13 Feb 201319091.085.717,30514 May 201319095.018,024162719----
15 Procter and Gamble13 Feb 201356876.668.343,53014 May 201356879.545,0943421,564----
16 Kimberly-Clark Corp14 May 2013402105.195.442,27620 Jun 201340295.338,256326(4,020)----
17 Kroger Co14 May 201364534.831.522,46813 Aug 201364539.125,220482,752----
18 Lockheed Martin Corp14 May 2013382102.991.839,33613 Feb 2014382159.860,9831,38721,647----
19 Macy's Inc14 May 201324947.443.611,81213 Aug 201324948.512,06462253----
20 TJX Companies14 May 201315851.547.48,13713 Aug 201315852.78,31546178----
21 3M Company13 Aug 2013353118.7109.841,93213 Nov 2013353128.645,3472243,414----
22 DuPont de Nemours13 Aug 20138837.934.43,33713 Nov 20138839.63,48128145----
23 Home Depot Inc13 Aug 201316379.474.212,96221 Aug 201316374.112,070--(892)----
24 Lockheed Martin Corp13 Aug 2013135124.1105.816,76513 Feb 2014135159.821,5513354,787----
25 McKesson Corporation13 Aug 201378123.5113.09,64613 Nov 201378157.912,303192,657----
26 Automatic Data Processing13 Nov 201341076.572.231,37613 Feb 201441076.231,215173(161)----
27 Estee Lauder Companies13 Nov 201313173.070.79,57623 Jan 201413170.79,24626(330)----
28 Home Depot Inc13 Nov 201319577.674.615,14713 Feb 201419577.615,11576(32)----
29 Lockheed Martin Corp13 Nov 201374137.3124.810,16713 Feb 201474159.811,813981,646----
30 Constellation Brands13 Nov 201311767.358.27,88213 Feb 201411779.49,285--1,403----
31 Becton Dickinson13 Feb 2014309114.3109.235,36614 May 2014309117.236,182168815----
32 Estee Lauder Companies13 Feb 201449567.561.833,46614 May 201449573.736,435992,969----
33 International Business Machines Corp13 Feb 2014157181.8170.428,57714 May 2014157188.729,5991731,022----
34 Kimberly-Clark Corp13 Feb 2014387108.8105.642,12814 May 2014387111.042,922325793----
35 TJX Companies13 Feb 201434660.255.720,84020 May 201434655.319,12461(1,716)----
36 American Tower Corp14 May 201431888.883.028,25413 Aug 201431897.230,8821082,628----
37 Apple Inc14 May 201420593.974.411,88909 Jun 201414078.210,940--(949)----
38 Kroger Co14 May 201440846.743.619,06013 Aug 201440849.720,274341,213----
39 Qualcomm Inc14 May 201490080.477.272,44124 Jul 201490077.069,240378(3,202)----
40 TJX Companies14 May 201423859.156.214,08720 May 201423855.813,261--(826)----
41 AbbVie Inc13 Aug 201416153.650.78,63813 Nov 201416163.610,234681,596----
42 Accenture PLC Cl A13 Aug 201486379.075.568,23713 Nov 201486384.472,7998804,562----
43 Boeing Company13 Aug 2014236122.0111.628,81613 Nov 2014236128.530,3031721,487----
44 HCA Holdings Inc13 Aug 201440166.454.926,64913 Nov 201440164.825,947--(702)----
45 Yum! Brands Inc13 Aug 201445570.561.032,10013 Nov 201445575.434,2681872,168----
46 3M Company13 Nov 2014254158.4138.140,26113 Feb 2015254165.942,1074781,845----
47 Home Depot Inc13 Nov 201416999.090.216,74813 Feb 2015169111.918,891792,143----
48 Starbucks Corp13 Nov 2014150777.974.0117,49813 Feb 2015150791.6137,87324120,375----
49 Accenture PLC Cl A13 Feb 201539489.882.735,41314 May 201539497.038,1724022,759----
50 Boeing Company13 Feb 2015446149.7125.866,84613 Aug 2015446144.864,521812(2,326)----
51 Estee Lauder Companies13 Feb 201538382.575.131,62514 May 201538389.434,202922,577----
52 International Business Machines Corp13 Feb 2015364160.4151.058,44414 May 2015364174.163,2914734,847----
53 Seagate Technology13 Feb 201512461.855.17,67610 Mar 201512454.96,805--(871)----
54 Boeing Company14 May 201596148.0140.414,21809 Jun 201596140.313,459--(759)----
55 Kimberly-Clark Corp14 May 2015506111.6106.256,53605 Jun 2015506106.153,629445(2,907)----
56 Kroger Co14 May 201545672.466.733,06614 Jul 201545661.027,781--(5,285)----
57 MasterCard Inc. Cl A14 May 201527193.889.425,45613 Aug 201527197.226,32343867----
58 Southwest Airlines14 May 201534542.139.114,54620 May 201534538.813,355--(1,191)----
59 Lockheed Martin Corp13 Aug 2015369209.8189.077,49016 Feb 2016369209.077,0441,162(446)----
60 McDonald's Corp13 Aug 201584599.495.584,05224 Aug 201584595.080,159--(3,892)----
61 Public Storage13 Aug 2015161212.6187.034,25516 Feb 2016161238.238,3092744,054----
62 Southwest Airlines13 Aug 201510339.035.14,01808 Feb 201610335.13,60715(411)----
63 DuPont de Nemours16 Feb 201610346.838.54,82816 May 201610351.65,30947481----
64 Estee Lauder Companies16 Feb 201654788.681.548,52416 May 201654792.850,7051642,182----
65 J.B. Hunt Transport Services16 Feb 201626375.668.619,89016 May 201626381.121,303581,413----
66 McDonald's Corp16 Feb 2016623119.2113.374,32316 May 2016623129.680,6855546,362----
67 TJX Companies16 Feb 201674571.467.053,22416 May 201674575.255,9611942,737----
68 3M Company16 May 2016121169.6163.620,53614 Nov 2016121172.920,901269365----
69 Accenture PLC Cl A16 May 2016196117.2108.422,98415 Aug 2016196113.622,243--(741)----
70 Johnson and Johnson16 May 2016925114.4107.7105,96315 Aug 2016925122.3113,0247407,061----
71 Marsh McLennan16 May 2016100964.559.465,09515 Aug 2016100967.467,9083432,813----
72 3M Company15 Aug 2016568180.6170.6102,66111 Oct 2016568170.496,704630(5,957)----
73 Lockheed Martin Corp15 Aug 2016227266.5241.160,55630 Aug 2016227240.854,600375(5,956)----
74 MasterCard Inc. Cl A15 Aug 201642596.490.641,02814 Nov 2016425101.142,942811,914----
75 Boeing Company14 Nov 2016288150.0135.643,24015 May 2017288182.452,4768189,235----
76 Lowes Companies Inc14 Nov 201689970.065.363,00213 Feb 201789973.966,3703153,368----
77 McDonald's Corp14 Nov 2016901117.9112.4106,29813 Feb 2017901125.5112,9988476,700----
78 Boeing Company13 Feb 2017362168.0154.660,88815 May 2017362182.465,9595145,071----
79 EBay Inc13 Feb 201726833.830.59,06515 May 201726834.29,151--86----
80 HCA Holdings Inc13 Feb 201733683.873.228,16815 May 201733683.828,135--(33)----
81 International Business Machines Corp13 Feb 2017484179.4164.386,89719 Apr 2017484163.879,185--(7,712)----
82 Cadence Design Systems15 May 201731833.231.210,55214 Aug 201731837.011,757--1,205----
83 Johnson and Johnson15 May 2017569127.0122.972,33014 Aug 2017569133.575,8744783,545----
84 MasterCard Inc. Cl A15 May 2017515118.2111.260,93913 Nov 2017515149.777,01322716,074----
85 McDonald's Corp15 May 2017583146.3127.385,36714 Aug 2017583157.391,5915486,224----
86 McKesson Corporation15 May 201748145.3135.16,98314 Aug 201748149.17,14913166----
87 3M Company14 Aug 2017219207.4199.745,45913 Nov 2017219228.249,9302574,471----
88 Costco Wholesale Corp14 Aug 201787157.9137.413,75213 Nov 201787171.514,902441,150----
89 Landstar System14 Aug 201733185.080.828,16313 Nov 201733196.431,860333,697----
90 MasterCard Inc. Cl A14 Aug 2017699131.1122.491,72413 Nov 2017699149.7104,52915412,805----
91 Skyworks Solutions14 Aug 201779105.596.38,34013 Nov 201779110.38,705--365----
92 Biogen Inc13 Nov 2017129315.7296.040,76713 Feb 2018129317.040,851--84----
93 Boeing Company13 Nov 2017321262.4239.484,32113 Feb 2018321343.2110,04454925,723----
94 Colgate-Palmolive13 Nov 2017181373.769.5133,75208 Feb 2018181369.4125,722725(8,030)----
95 Micron Technology13 Nov 201751245.635.423,37113 Aug 201851251.326,260--2,889----
96 Accenture PLC Cl A13 Feb 20181192156.8146.4187,14014 May 20181192155.6185,2541,585(1,886)----
97 Apple Inc13 Feb 2018162164.3152.726,65014 May 2018162188.230,4501183,800----
98 Copart Inc13 Feb 201849243.241.221,27114 May 201849255.627,333--6,062----
99 Micron Technology13 Feb 201814742.639.66,27313 Aug 201814751.37,539--1,267----
100 Starbucks Corp13 Feb 201875255.751.741,90614 May 201875257.142,9192261,013----
101 Best Buy Co Inc14 May 201890378.369.570,73025 May 201890369.362,528--(8,202)----
102 Boeing Company14 May 2018190344.6326.465,53813 Aug 2018190338.464,224325(1,313)----
103 Micron Technology14 May 201845553.043.824,13913 Aug 201845551.323,336--(803)----
104 OReilly Automotive Inc14 May 2018196272.9245.053,53213 Aug 2018196314.461,553--8,021----
105 Verisign Inc14 May 2018583126.7117.973,91113 Aug 2018583152.588,842--14,931----
106 HCA Holdings Inc13 Aug 2018488128.7102.062,84413 Nov 2018488141.569,0021716,158----
107 McKesson Corporation13 Aug 201895126.0108.911,98513 Nov 201895130.212,35237367----
108 Sysco13 Aug 2018220072.868.6160,21011 Oct 2018220068.6150,738792(9,472)----
109 T-Mobile US Inc13 Aug 201811765.760.47,69513 Nov 201811768.47,996--301----
110 UnitedHealth Group13 Aug 2018352260.9249.191,93213 Nov 2018352269.294,6713172,739----
111 Carnival Corp13 Nov 201871258.951.441,97920 Dec 201871251.136,331356(5,648)----
112 Gilead Sciences Inc13 Nov 2018125370.965.588,95217 Dec 2018125365.481,894714(7,057)----
113 Lockheed Martin Corp13 Nov 2018214305.7270.665,49420 Dec 2018214269.557,620471(7,874)----
114 OReilly Automotive Inc13 Nov 2018247357.5340.088,39620 Nov 2018247339.283,702--(4,694)----
115 United Airlines Holdings13 Nov 201855392.684.051,25921 Dec 201855383.546,130--(5,129)----
116 Automatic Data Processing13 Feb 2019242150.5136.336,44814 May 2019242158.538,3211911,873----
117 Fox Corp Class A13 Feb 2019473049.748.1235,07919 Mar 2019473046.5219,839--(15,241)----
118 HCA Holdings Inc13 Feb 2019132140.9124.218,61616 Apr 2019132122.316,12253(2,494)----
119 Philips 6613 Feb 201913296.186.612,70107 May 201913286.611,416106(1,284)----
120 AbbVie Inc14 May 201936378.474.928,50225 Jun 201936373.026,488--(2,014)----
121 American Tower Corp14 May 2019739198.1187.9146,52013 Aug 2019739221.1163,23068016,709----
122 Lockheed Martin Corp14 May 2019120336.2296.440,38113 Aug 2019120377.245,2212644,840----
123 Marsh McLennan14 May 201970894.991.967,25613 Aug 201970899.270,1783222,921----
124 Monster Beverage Corp14 May 201912362.454.17,67713 Aug 201912358.07,132--(545)----
125 Colgate-Palmolive13 Aug 2019100371.769.071,97715 Oct 2019100368.969,042--(2,935)----
126 Copart Inc13 Aug 201953576.371.740,85613 Nov 201953583.644,681--3,825----
127 Intuit Inc13 Aug 201957279.2248.115,92713 Nov 201957261.814,90530(1,023)----
128 McDonald's Corp13 Aug 2019839219.7204.7184,53822 Oct 2019839203.6170,655973(13,883)----
129 AbbVie Inc13 Nov 201946886.775.540,59713 Feb 202046895.444,5795523,982----
130 Automatic Data Processing13 Nov 2019110169.0161.818,60627 Feb 2020110161.017,690100(917)----
131 McDonald's Corp13 Nov 2019452195.0177.988,22813 Feb 2020452217.498,1765659,947----
132 OReilly Automotive Inc13 Nov 201977441.6389.434,04007 Feb 202077389.029,926--(4,114)----
133 Southern Company13 Nov 2019192361.959.5119,17213 Feb 2020192369.5133,5921,19214,420----
134 Automatic Data Processing13 Feb 2020490180.1168.488,34225 Feb 2020490168.182,298--(6,044)----
135 Colgate-Palmolive13 Feb 202095476.470.472,93027 Feb 202095470.367,039--(5,891)----
136 EBay Inc13 Feb 2020133037.234.949,51228 Feb 2020133034.846,248213(3,264)----
137 HCA Holdings Inc13 Feb 2020646150.9142.897,56624 Feb 2020646142.391,813--(5,753)----
138 AbbVie Inc14 May 202079789.973.671,75413 Aug 202079794.775,3859403,631----
139 Cisco Systems14 May 2020383143.937.6168,15713 Aug 2020383142.7163,4971,379(4,661)----
140 Lululemon Athletica14 May 202026237.6176.76,18313 Aug 202026350.39,098--2,915----
141 Marsh McLennan14 May 2020557106.185.859,15713 Aug 2020557117.265,1872596,031----
142 3M Company13 Aug 2020250165.9153.441,50613 Nov 2020250169.842,405368899----
143 Baxter International Inc13 Aug 2020121784.679.5103,11022 Sep 2020121779.496,506298(6,603)----
144 Monster Beverage Corp13 Aug 202085783.873.571,90613 Nov 202085784.071,933--28----
145 United Parcel Service13 Aug 2020622159.3120.799,17713 Nov 2020622163.7101,7011,2562,523----
146 FirstEnergy Corp13 Nov 202043629.526.612,87925 Nov 202043626.611,572--(1,307)----
147 Landstar System13 Nov 20201334128.7122.5171,84416 Feb 20211334153.9205,04428033,200----
148 McKesson Corporation13 Nov 2020155183.0154.828,39216 Feb 2021155180.827,99665(396)----
149 Qualcomm Inc13 Nov 2020137144.3113.619,78316 Feb 2021137147.220,14189357----
150 Texas Instruments13 Nov 2020521156.7139.381,69613 Aug 2021521188.798,2141,59416,518----
151 MasterCard Inc. Cl A16 Feb 202162341.2317.721,17614 May 202162363.922,540271,364----
152 Southern Copper Corp16 Feb 2021117373.062.585,73814 May 2021117376.389,4108213,672----
153 Texas Instruments16 Feb 2021532180.8168.096,26004 Mar 2021532167.088,769--(7,492)----
154 Union Pacific Corp16 Feb 2021277214.0200.259,33514 May 2021277227.963,0542693,720----
155 American Express14 May 2021140157.2142.722,02313 Aug 2021140166.123,228601,205----
156 HCA Holdings Inc14 May 2021367211.5185.677,69813 Aug 2021367243.089,08417611,386----
157 Seagate Technology14 May 202150898.081.949,81913 Aug 202150890.345,847--(3,972)----
158 Texas Instruments14 May 2021341183.3167.462,55813 Aug 2021341188.764,2823481,725----
159 United Parcel Service14 May 2021262216.4161.456,74813 Aug 2021262194.050,772267(5,976)----
160 Altria Group13 Aug 202187048.645.842,32430 Sep 202187045.839,764783(2,560)----
161 FedEx Corp13 Aug 202142277.2258.511,65310 Sep 202142258.310,83832(816)----
162 Illinois Tool Works Inc13 Aug 2021433233.0223.9100,99407 Sep 2021433223.496,634--(4,360)----
163 McDonald's Corp13 Aug 2021530238.8227.9126,70115 Nov 2021530252.9133,9246847,223----
164 Union Pacific Corp13 Aug 2021400227.8220.591,21130 Aug 2021400220.287,986428(3,226)----
165 FirstEnergy Corp15 Nov 2021341239.536.3134,73814 Feb 2022341240.7138,8661,3314,128----
166 Simon Property Group15 Nov 202181166.3129.113,48314 Feb 202281139.911,321134(2,162)----
167 TJX Companies15 Nov 202189269.362.261,89514 Feb 202289268.060,586232(1,309)----
168 Tyson Foods15 Nov 202174584.176.662,72514 Feb 202274594.970,6153437,890----
169 Verisign Inc15 Nov 2021410239.2218.098,17419 Jan 2022410217.889,212--(8,962)----
170 14 Feb 2022202607.9548.5122,92731 Mar 2022202547.9110,569--------
171 14 Feb 2022376192.5182.372,44901 Apr 2022376182.168,402--------
172 14 Feb 2022650272.3254.1177,15323 Feb 2022650254.0164,948--------
173 16 May 202247687.278.041,539--476--------90.843,230
174 16 May 202281078.771.963,835--810--------78.863,836
175 16 May 202232692.379.930,126--326--------92.030,002
176 16 May 2022688175.5162.2120,844--688--------167.8115,412
177 16 May 2022502174.5163.387,687--502--------179.089,878
Portfolio Totals43,667228,936 342,358

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