Below is a chart of our primary portfolio for accounts in excess of $100,000. This trading system has been verified by Collective2.com where it has been given a score of 9.96 out of a possible 10.
Year to date rate of return 42.7% versus 21.64% for the S&P 500 as of 9/21/2013. Returns do not include RMHI management fees (which are negotiable and vary from client to client) but do include all trading expenses including an allocation for slippage.
This portfolio uses our most effective quantitative systems for socially responsible investing and is ideal for long term investors. The portfolio automatically filters out industry groups such as Energy, Biotechnology, Pharmaceuticals and Tobacco. In addition it is screened on a personal level by myself for companies that are likely to be offensive to any of our clients. In addition, this portfolio also fulfills the requirement for a Vegan investor. Contents of the portfolio can be seen by clicking the Collective2 link above.
Please note that in many of our examples we use hypothetical backtesting for investment examples. While this account at C2 is in a sense hypothetical since we’re not actually buying or selling any shares directly through C2 it is meant to be used as a real time mirror of the changes and results being made in our client portfolios. The hypothetical buys and sells made in the C2 portfolio are also being made at the same time in live client portfolios.
Brad Pappas