We are pleased to announce our portfolio performance numbers which include all fees including management expenses and all trading costs.
We have decided that due to the diverse number of holdings per account that the fairest and most accurate way to distinguish performance is to group accounts into two classes: More than 20 holding and under 20 holdings. Most new accounts will be over 20 holdings by default.
RMHI over 20 holdings year to date as of June 30, 2013: + 21.74% net
RMHI under 20 holdings year to date as of June 30, 2013: +18.68% net
These numbers compare to the S&P 500 for the same time of +12.63%
According to Evestmentalliance.com our 20+ portfolios rank Top 5% nationwide for year to date small cap category.