icTracker performance v/s DJ Industrial Avg

How has the icTracker performed against the DJ Industrial 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 Industrial Avg. Here is how this virtual portfolio has performed from December 2013 onwards:

As seen above, the initial corpus of $100,000 invested on December 31 2013 has grown to $331,270 as of December 31 2023.

In other words, the icTracker has outperformed the DJ Industrial Avg by 139% during this period.

Generated Portfolio Stats
CAGR	Alpha	Beta	Std Deviation	Sharpe Ratio	Treynor Ratio	Modigliani Ratio
12.72%	5.58%	0.589761	16.50%	50.88%	14.24%	10.46%

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

Qtr End	Trade Date	Portfolio value	Index Value	Portfolio value
		icTracker gen.	DJ Industrial Avg
31 Dec 2013	13 Feb 2014	100,000	16,027.59	100,000
31 Mar 2014	14 May 2014	110,922	16,613.97	103,659
30 Jun 2014	13 Aug 2014	114,203	16,651.80	103,895
30 Sep 2014	13 Nov 2014	123,457	17,652.79	110,140
31 Dec 2014	13 Feb 2015	130,108	18,019.35	112,427
31 Mar 2015	14 May 2015	143,073	18,252.24	113,880
30 Jun 2015	13 Aug 2015	133,226	17,408.25	108,614
30 Sep 2015	13 Nov 2015	133,771	17,245.24	107,597
31 Dec 2015	16 Feb 2016	123,829	16,196.41	101,053
31 Mar 2016	16 May 2016	135,552	17,710.71	110,501
30 Jun 2016	15 Aug 2016	140,416	18,636.05	116,275
30 Sep 2016	14 Nov 2016	157,491	18,868.69	117,726
31 Dec 2016	13 Feb 2017	168,837	20,412.16	127,356
31 Mar 2017	15 May 2017	182,935	20,981.94	130,911
30 Jun 2017	14 Aug 2017	193,415	21,993.71	137,224
30 Sep 2017	13 Nov 2017	193,263	23,439.70	146,246
31 Dec 2017	13 Feb 2018	207,474	24,640.45	153,738
31 Mar 2018	14 May 2018	221,440	24,899.41	155,353
30 Jun 2018	13 Aug 2018	229,357	25,187.70	157,152
30 Sep 2018	13 Nov 2018	233,428	25,286.49	157,769
31 Dec 2018	13 Feb 2019	234,085	25,543.27	159,371
31 Mar 2019	14 May 2019	221,492	25,532.05	159,301
30 Jun 2019	13 Aug 2019	243,859	26,279.91	163,967
30 Sep 2019	13 Nov 2019	281,673	27,783.59	173,349
31 Dec 2019	13 Feb 2020	314,388	29,423.31	183,579
31 Mar 2020	14 May 2020	294,094	23,625.34	147,404
30 Jun 2020	13 Aug 2020	367,591	27,896.72	174,054
30 Sep 2020	13 Nov 2020	378,165	29,479.81	183,932
31 Dec 2020	16 Feb 2021	445,866	31,522.75	196,678
31 Mar 2021	14 May 2021	452,328	34,382.13	214,518
30 Jun 2021	13 Aug 2021	433,649	35,515.38	221,589
30 Sep 2021	15 Nov 2021	405,641	36,087.45	225,158
31 Dec 2021	14 Feb 2022	371,307	34,566.17	215,667
31 Mar 2022	16 May 2022	339,938	32,223.42	201,050
30 Jun 2022	15 Aug 2022	303,037	33,912.44	211,588
30 Sep 2022	14 Nov 2022	274,915	33,536.70	209,244
31 Dec 2022	13 Feb 2023	277,888	34,245.93	213,669
31 Mar 2023	15 May 2023	289,066	33,348.60	208,070
30 Jun 2023	14 Aug 2023	332,703	35,307.63	220,293
30 Sep 2023	13 Nov 2023	338,530	34,337.87	214,242
31 Dec 2023	13 Feb 2024	331,270	38,272.75	238,793
CAGR		12.72%	9.09%

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.

No	Name	Date	Qty	Price	SL	Value	Date	Qty	Price	Value	Dividend	Gain	Price	Value
Stock		BUY Transactions					SELL Transactions				PROFIT		LATEST
1	Celanese Corporation	13 Feb 2014	462	52.8	48.8	24,418	14 May 2014	462	59.7	27,563	116	3,145	--	--
2	International Business Machines Corp	13 Feb 2014	224	181.8	170.4	40,773	14 May 2014	224	188.7	42,231	246	1,458	--	--
3	LyondellBasell Industries NV	13 Feb 2014	416	83.4	78.8	34,717	14 May 2014	416	96.6	40,133	541	5,416	--	--
4	IQVIA Holdings Inc	14 May 2014	439	47.8	43.5	20,988	13 Aug 2014	439	56.4	24,730	--	3,743	--	--
5	Kroger Co	14 May 2014	830	46.7	43.6	38,775	13 Aug 2014	830	49.7	41,243	68	2,468	--	--
6	TJX Companies	14 May 2014	864	59.1	56.2	51,139	20 May 2014	864	55.8	48,141	--	(2,999)	--	--
7	AbbVie Inc	13 Aug 2014	637	53.6	50.7	34,177	13 Nov 2014	637	63.6	40,492	268	6,314	--	--
8	Blackstone Inc	13 Aug 2014	646	33.4	31.6	21,611	30 Sep 2014	646	31.6	20,378	--	(1,233)	--	--
9	Masco Corporation	13 Aug 2014	3050	19.1	18.1	58,435	13 Nov 2014	3050	20.4	62,066	275	3,631	--	--
10	Marriott International Inc	13 Nov 2014	933	78.1	66.2	72,931	13 Feb 2015	933	79.4	74,006	187	1,075	--	--
11	Norwegian Cruise Line Holdings	13 Nov 2014	824	40.5	33.8	33,405	13 Feb 2015	824	43.7	35,981	--	2,576	--	--
12	United Airlines Holdings	13 Nov 2014	301	56.8	45.5	17,102	13 Feb 2015	301	66.2	19,915	--	2,813	--	--
13	Blackstone Inc	13 Feb 2015	1371	37.4	33.3	51,327	13 Aug 2015	1371	38.2	52,265	2,235	938	--	--
14	International Business Machines Corp	13 Feb 2015	394	160.4	151.0	63,261	14 May 2015	394	174.1	68,507	512	5,246	--	--
15	Seagate Technology	13 Feb 2015	251	61.8	55.1	15,537	10 Mar 2015	251	54.9	13,774	--	(1,764)	--	--
16	Blackstone Inc	14 May 2015	717	43.1	38.4	30,926	24 Jul 2015	717	38.4	27,479	531	(3,447)	--	--
17	Kimberly-Clark Corp	14 May 2015	342	111.6	106.2	38,212	05 Jun 2015	342	106.1	36,247	301	(1,965)	--	--
18	MasterCard Inc. Cl A	14 May 2015	158	93.8	89.4	14,842	13 Aug 2015	158	97.2	15,347	25	505	--	--
19	Domino's Pizza Inc	13 Aug 2015	706	114.2	108.6	80,706	20 Aug 2015	706	108.4	76,479	--	(4,227)	--	--
20	Southwest Airlines	13 Aug 2015	921	39.0	35.1	35,927	08 Feb 2016	921	35.1	32,254	138	(3,673)	--	--
21	United Airlines Holdings	13 Aug 2015	283	58.4	52.8	16,530	24 Aug 2015	283	52.7	14,894	--	(1,635)	--	--
22	Domino's Pizza Inc	16 Feb 2016	639	111.1	104.9	71,051	16 May 2016	639	123.2	78,627	243	7,576	--	--
23	DuPont de Nemours	16 Feb 2016	530	46.8	38.5	24,845	16 May 2016	530	51.6	27,321	244	2,476	--	--
24	Marriott International Inc	16 Feb 2016	428	65.1	56.8	27,874	16 May 2016	428	67.7	28,951	107	1,077	--	--
25	Accenture Plc Cl A	16 May 2016	683	117.2	108.4	80,093	15 Aug 2016	683	113.6	77,511	--	(2,582)	--	--
26	HP Inc	16 May 2016	778	11.6	10.7	9,065	13 Feb 2017	778	16.0	12,467	296	3,402	--	--
27	Yum! Brands Inc	16 May 2016	570	81.3	77.1	46,359	15 Aug 2016	570	89.9	51,215	262	4,856	--	--
28	Delta Air Lines	15 Aug 2016	825	36.9	32.8	30,489	14 Nov 2016	825	47.5	39,124	167	8,634	--	--
29	HP Inc	15 Aug 2016	1135	14.5	12.8	16,497	13 Feb 2017	1135	16.0	18,187	292	1,691	--	--
30	LyondellBasell Industries NV	15 Aug 2016	1059	77.5	71.5	82,144	14 Nov 2016	1059	82.4	87,174	--	5,030	--	--
31	Boeing Company	14 Nov 2016	519	150.0	135.6	77,923	15 May 2017	519	182.4	94,566	1,474	16,643	--	--
32	HP Inc	14 Nov 2016	779	16.1	14.8	12,554	09 Jan 2017	779	14.8	11,511	104	(1,043)	--	--
33	Masco Corporation	14 Nov 2016	1143	31.7	28.3	36,212	13 Feb 2017	1143	33.5	38,252	114	2,040	--	--
34	Boeing Company	13 Feb 2017	378	168.0	154.6	63,579	15 May 2017	378	182.4	68,874	537	5,296	--	--
35	EBay Inc	13 Feb 2017	530	33.8	30.5	17,927	15 May 2017	530	34.2	18,097	--	171	--	--
36	McDonald's Corp	15 May 2017	985	146.3	127.3	144,230	14 Aug 2017	985	157.3	154,746	926	10,516	--	--
37	McKesson Corporation	15 May 2017	156	145.3	135.1	22,694	14 Aug 2017	156	149.1	23,233	44	539	--	--
38	Seagate Technology	15 May 2017	366	43.5	38.7	15,930	03 Jul 2017	366	38.7	14,154	231	(1,776)	--	--
39	Moodys Corporation	14 Aug 2017	245	130.5	119.6	32,012	13 Nov 2017	245	142.2	34,792	93	2,780	--	--
40	The Toro Company	14 Aug 2017	1287	72.7	69.9	93,684	17 Aug 2017	1287	69.7	89,635	--	(4,049)	--	--
41	United Parcel Service	14 Aug 2017	595	113.7	108.8	67,713	13 Nov 2017	595	114.8	68,244	494	530	--	--
42	Boeing Company	13 Nov 2017	260	262.4	239.4	68,297	13 Feb 2018	260	343.2	89,132	445	20,835	--	--
43	Colgate-Palmolive	13 Nov 2017	1401	73.7	69.5	103,357	08 Feb 2018	1401	69.4	97,152	560	(6,205)	--	--
44	Micron Technology	13 Nov 2017	472	45.6	35.4	21,545	13 Aug 2018	472	51.3	24,208	--	2,664	--	--
45	The Gap Inc	13 Feb 2018	826	32.4	30.2	26,814	09 Apr 2018	826	30.1	24,866	--	(1,948)	--	--
46	Micron Technology	13 Feb 2018	692	42.6	39.6	29,529	13 Aug 2018	692	51.3	35,492	--	5,962	--	--
47	Starbucks Corp	13 Feb 2018	2351	55.7	51.7	131,011	14 May 2018	2351	57.1	134,178	705	3,167	--	--
48	Nordstrom Inc	14 May 2018	1404	49.3	46.1	69,315	18 May 2018	1404	46.0	64,475	519	(4,840)	--	--
49	Micron Technology	14 May 2018	325	53.0	43.8	17,242	13 Aug 2018	325	51.3	16,669	--	(573)	--	--
50	Verisign Inc	14 May 2018	578	126.7	117.9	73,277	13 Aug 2018	578	152.5	88,080	--	14,803	--	--
51	American Express	13 Aug 2018	1499	101.8	96.4	152,766	13 Nov 2018	1499	107.9	161,521	585	8,755	--	--
52	Bio-Rad Laboratories Inc	13 Aug 2018	183	322.9	302.6	59,155	17 Sep 2018	183	301.2	55,073	--	(4,082)	--	--
53	Huntington Ingalls Industries Inc	13 Aug 2018	73	240.5	224.6	17,577	24 Oct 2018	73	224.0	16,338	53	(1,239)	--	--
54	Live Nation Entertainment Inc	13 Nov 2018	1853	55.9	50.6	103,612	20 Dec 2018	1853	50.5	93,513	--	(10,100)	--	--
55	Sealed Air Corporation	13 Nov 2018	1735	35.1	27.5	60,907	13 Feb 2019	1735	42.2	73,161	278	12,254	--	--
56	Textron Inc	13 Nov 2018	1232	55.9	40.8	68,938	13 Feb 2019	1232	54.6	67,138	25	(1,799)	--	--
57	Devon Energy Corp	13 Feb 2019	1859	26.9	22.1	50,076	14 May 2019	1859	30.8	57,126	149	7,050	--	--
58	Robert Half International	13 Feb 2019	1620	66.3	59.5	107,481	07 May 2019	1620	59.5	96,239	502	(11,242)	--	--
59	Vector Group Ltd	13 Feb 2019	6986	10.9	9.4	76,523	25 Apr 2019	6986	9.3	64,678	2,794	(11,846)	--	--
60	AbbVie Inc	14 May 2019	361	78.4	74.9	28,345	25 Jun 2019	361	73.0	26,343	--	(2,003)	--	--
61	Cincinnati Financial Corp	14 May 2019	781	95.7	84.0	74,848	13 Aug 2019	781	110.7	86,378	437	11,530	--	--
62	Coca-Cola Enterprises Inc	14 May 2019	2428	48.7	45.8	118,338	13 Aug 2019	2428	53.5	129,768	971	11,431	--	--
63	Bio-Rad Laboratories Inc	13 Aug 2019	558	326.3	299.2	182,230	13 Nov 2019	558	351.9	196,175	--	13,945	--	--
64	Crocs Inc	13 Aug 2019	1692	24.5	19.1	41,445	13 Feb 2020	1692	38.6	65,195	--	23,751	--	--
65	Qualcomm Inc	13 Aug 2019	279	72.2	66.3	20,158	13 Nov 2019	279	90.5	25,216	173	5,058	--	--
66	Ameren Corporation	13 Nov 2019	1146	75.6	72.1	86,701	13 Feb 2020	1146	85.8	98,171	567	11,470	--	--
67	Crocs Inc	13 Nov 2019	407	35.5	27.4	14,467	13 Feb 2020	407	38.6	15,682	--	1,215	--	--
68	McDonald's Corp	13 Nov 2019	617	195.0	177.9	120,435	13 Feb 2020	617	217.4	134,014	771	13,579	--	--
69	Brown-Forman Corporation	13 Feb 2020	1447	71.2	65.3	103,144	26 Feb 2020	1447	65.1	94,097	--	(9,047)	--	--
70	Bio-Rad Laboratories Inc	13 Feb 2020	277	379.3	362.4	105,182	27 Feb 2020	277	362.1	100,196	--	(4,986)	--	--
71	HCA Healthcare Inc	13 Feb 2020	703	150.9	142.8	106,175	24 Feb 2020	703	142.3	99,914	--	(6,260)	--	--
72	Bio-Rad Laboratories Inc	14 May 2020	392	457.8	347.0	179,621	13 Aug 2020	392	509.8	199,634	--	20,013	--	--
73	Lululemon Athletica	14 May 2020	154	237.6	176.7	36,622	13 Aug 2020	154	350.3	53,891	--	17,268	--	--
74	Teradyne Inc	14 May 2020	1269	61.4	46.8	77,982	13 Aug 2020	1269	90.0	114,070	127	36,089	--	--
75	Crocs Inc	13 Aug 2020	317	39.4	35.1	12,493	13 Nov 2020	317	56.9	18,016	--	5,523	--	--
76	Domino's Pizza Inc	13 Aug 2020	344	399.0	375.5	137,407	13 Nov 2020	344	389.6	133,888	268	(3,519)	--	--
77	United Parcel Service	13 Aug 2020	1366	159.3	120.7	217,808	13 Nov 2020	1366	163.7	223,350	2,759	5,542	--	--
78	Bio-Rad Laboratories Inc	13 Nov 2020	458	602.4	508.3	276,157	16 Feb 2021	458	649.6	297,228	--	21,072	--	--
79	IDT Corporation	13 Nov 2020	2696	9.6	5.1	25,907	16 Feb 2021	2696	19.1	51,361	--	25,454	--	--
80	Vector Group Ltd	13 Nov 2020	6734	11.3	10.2	75,833	16 Feb 2021	6734	14.2	95,662	1,347	19,828	--	--
81	LyondellBasell Industries NV	16 Feb 2021	697	98.0	87.8	68,367	14 May 2021	697	114.1	79,427	732	11,060	--	--
82	Rockwell Automation Inc	16 Feb 2021	637	249.7	235.3	159,231	14 May 2021	637	267.5	170,202	682	10,971	--	--
83	Texas Instruments	16 Feb 2021	1206	180.8	168.0	218,215	04 Mar 2021	1206	167.0	201,232	--	(16,983)	--	--
84	Bath n Body Works Inc	14 May 2021	1673	56.0	59.3	93,731	13 Aug 2021	1352	60.8	82,119	203	(11,612)	--	--
85	IDT Corporation	14 May 2021	883	25.8	22.8	22,813	13 Aug 2021	883	55.9	49,319	--	26,506	--	--
86	United Parcel Service	14 May 2021	1550	216.4	161.4	335,724	13 Aug 2021	1550	194.0	300,368	1,581	(35,356)	--	--
87	Altria Group	13 Aug 2021	6094	48.6	45.8	296,465	30 Sep 2021	6094	45.8	278,534	5,485	(17,931)	--	--
88	LyondellBasell Industries NV	13 Aug 2021	1300	105.1	92.3	136,728	09 Sep 2021	1300	92.2	119,696	1,469	(17,032)	--	--
89	International Paper	15 Nov 2021	5340	49.5	42.9	264,327	14 Feb 2022	5340	46.2	246,621	--	(17,706)	--	--
90	Simon Property Group	15 Nov 2021	402	166.3	129.1	66,915	14 Feb 2022	402	139.9	56,184	663	(10,732)	--	--
91	Ulta Beauty Inc	15 Nov 2021	185	401.7	367.4	74,394	20 Dec 2021	185	367.0	67,835	--	(6,559)	--	--
92	Charter Communications	14 Feb 2022	217	607.9	548.5	132,055	31 Mar 2022	217	547.9	118,780	--	(13,275)	--	--
93	Norfolk Southern Corp	14 Feb 2022	731	272.3	254.1	199,228	23 Feb 2022	731	254.0	185,503	--	(13,725)	--	--
94	Ralph Lauren Corporation	14 Feb 2022	327	122.5	111.3	40,111	07 Mar 2022	327	109.4	35,742	--	(4,369)	--	--
95	ConocoPhillips	16 May 2022	1631	105.5	96.2	172,243	17 Jun 2022	1631	95.7	155,879	--	(16,364)	--	--
96	The Mosaic Company	16 May 2022	945	63.1	51.5	59,670	13 Jun 2022	945	51.5	48,621	142	(11,049)	--	--
97	WR Berkley Corporation	16 May 2022	1595	67.6	61.3	107,978	02 Aug 2022	1595	61.2	97,551	798	(10,426)	--	--
98	Biogen Inc	15 Aug 2022	385	222.4	202.1	85,702	24 Aug 2022	385	202.1	77,718	--	(7,984)	--	--
99	Lowes Companies Inc	15 Aug 2022	694	208.0	187.4	144,524	26 Sep 2022	694	187.1	129,712	--	(14,812)	--	--
100	Sysco Corp	15 Aug 2022	855	85.2	79.3	72,885	16 Sep 2022	855	79.1	67,558	--	(5,327)	--	--
101	Automatic Data Processing	14 Nov 2022	408	250.1	235.6	102,135	05 Jan 2023	408	235.2	95,855	510	(6,280)	--	--
102	Kimberly-Clark Corp	14 Nov 2022	831	127.6	114.3	106,108	15 May 2023	831	143.9	119,420	1,945	13,311	--	--
103	Otis Worldwide Corporation	14 Nov 2022	857	77.8	68.8	66,716	13 Feb 2023	857	84.4	72,241	249	5,526	--	--
104	Altria Group	13 Feb 2023	1263	47.9	45.1	60,495	23 Mar 2023	1263	44.8	56,480	1,187	(4,015)	--	--
105	Kimberly-Clark Corp	13 Feb 2023	552	130.1	123.7	71,887	07 Mar 2023	552	123.7	68,203	--	(3,684)	--	--
106	Lamb Weston Holdings Inc	13 Feb 2023	376	99.6	87.8	37,483	15 May 2023	376	113.9	42,780	105	5,297	--	--
107	Bath n Body Works Inc	15 May 2023	2406	33.6	30.1	80,971	14 Aug 2023	2406	37.5	90,087	481	9,116	--	--
108	EQT Corporation	15 May 2023	2055	35.1	32.0	72,285	14 Aug 2023	2055	42.9	88,071	308	15,786	--	--
109	General Electric Company	15 May 2023	1330	102.0	90.9	135,796	14 Aug 2023	1330	115.6	153,528	213	17,732	--	--
110	Aflac Inc	14 Aug 2023	1432	76.6	67.9	109,858	13 Nov 2023	1432	81.4	116,491	601	6,633	--	--
111	AutoZone Inc	14 Aug 2023	44	2,517.2	2,347.3	110,866	13 Feb 2024	44	2,726.2	119,831	--	8,964	--	--
112	Lowes Companies Inc	14 Aug 2023	491	225.9	206.9	111,023	02 Oct 2023	491	206.7	101,369	--	(9,654)	--	--
113		13 Nov 2023	16	2,707.1	2,549.1	43,357	09 Jan 2024	16	2,543.5	40,656	--	--	--	--
114		13 Nov 2023	202	161.9	138.9	32,741	13 Feb 2024	202	182.1	36,743	172	--	--	--
115		13 Nov 2023	693	208.1	195.0	144,371	13 Feb 2024	693	194.9	134,921	--	--	--	--
116		13 Feb 2024	912	103.6	98.0	94,578	--	912	--	--	--	--	102.2	93,216
117		13 Feb 2024	1470	43.9	41.2	64,524	--	1470	--	--	--	--	44.1	64,783
118		13 Feb 2024	796	216.0	184.3	172,068	--	796	--	--	--	--	221.0	175,884
Portfolio Totals											42,632	196,788		333,883

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

Standard Disclaimer

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Past performance, by way of backtesting or by way of actuals, is no guarantee of future returms.
Securities mentioned on this website are for educational purpose only and do not constitute investment advice.

Standard Warning - Investment in securities markets are subject to market risk. Read all the related documents carefully before investing.