Track Record (DIA, SPY, QQQ)


Year 2022 YTD Returns (End-of-Month Close: 11/30/22): Our members are negative for the year -9.70% YTD (-4.64% DIA, -6.59% SPY, and -17.85% QQQ). The buy-and-hold strategy is down -15.05% YTD (-4.73% DIA, -14.17% SPY, and -26.26% QQQ). We are outperforming the buy-and-hold strategy by +5.36% and outperforming QQQ by +8.41%. Our current trading signal is up +5.88% YTD (+3.89% DIA, +6.03% SPY, and +7.73% QQQ), which will be added to our returns upon the next signal change.

Members profited +16.5% QQQ in 2021 and +49.1% QQQ in 2020. We have been significantly outperforming the market over the long term. Due to the success of our system, a record number of subscribers are signing up to our services!

Returns of Years 2000-2021: We are averaging per year: +15.6% DIA, +15.1% SPY, and +22.1% QQQ, whereas the buy-and-hold averages: +5.4% DIA, +5.6% SPY, and +7.2% QQQ.

Compounded Annual Growth Rate (CAGR) of our SMT.IND System

Arithmetic Computation Individual Trades (Year 2022): (Excel, PDF)

SMT.IND System (Intraday, Year 2000 - Present):
CAGR of each ETF: +15.6% DIA, +15.1% SPY, and +22.1% QQQ
Buy-and-Hold: +5.4% DIA, +5.6% SPY, and +7.2% QQQ

CAGR Individual Trades (Year 2000 - Present) (Excel, PDF)
CAGR Performance Summary Tables & Charts (Excel, PDF)


  • Results (shown above) are based on a "fixed" amount of capital (i.e., non compounded). Yearly results calculated by the arithmetic computation method are derived by the summation of individual investment returns and dividing the total by the number of investment periods.

  • Our performance returns are independently verified by Alpha Performance Verification Services (2000-2022), TimerTrac, and constantly monitored by hundreds of members. The Alpha verification used End-of-Year values as opposed to Signal-to-Signal. Our tables record the results after the signal is closed. Meaning, if a trading signal started in November and was closed in January of the next year, then the results of that signal are recorded for the next year.
      Report 1, Report 2



    TimerTrac Verification


    The following chart shows our returns for each ETF since inception (year 2001) vs. the buy-and-hold strategy of investing.




    Trading Statistics


    Definition of headings in the tables below (each row/line relates to a specific year):

      • No. of Trades – total number of trades
      • Long – number of long positions
      • Cash – number of hold cash positions
      • Short – number of short positions
      • Avg. Trading Period Gain – the average percentage gain of the profitable trades
      • Avg Trading Period Loss – the average percentage loss of the nonprofitable trades
      • No. of Gain Periods – the number of trades that were profitable
      • No. of Loss Periods – the number of trades that were nonprofitable
      • Largest Trading Period Gains – the largest percentage profitable trade
      • Largest Trading Period Losses – the largest percentage nonprofitable trade
      • Yearly Return – percentage sum of of all profitable and nonprofitable trades

    Nasdaq-100 Index Tracking Stock (NasdaqGM: QQQ).

    Year# of
    Trades
    LongCashShortAvg. Trading
    Period Gain
    Avg. Trading
    Period Loss
    # of Gain
    Periods
    # of Loss
    Periods
    Largest Trading
    Period Gains
    Largest Trading
    Period Losses
    Yearly
    Return
    202131160154.0%-2.1%151610.2%-4.6%16.5%
    202029141144.8%-2.4%171215.2%-3.5%49.1%
    201930151143.6%-1.7%12178.8%-3.9%13.8%
    201833162151.7%-2.4%15155.0%-5.1%-11.0%
    2017157174.4%-1.1%7710.1%-3.1%23.6%
    201625130122.7%-2.1%8166.0%-11.6%-12.4%
    201523121103.2%-1.4%11118.0%-2.7%20.3%
    2014136255.1%-1.3%6511.9%-4.1%23.9%
    2013158074.5%-0.8%8712.4%-1.4%30.5%
    201227131132.7%-2.1%111312.2%-12.0%2.7%
    2011199373.2%-1.4%978.1%-2.1%18.9%
    2010147165.5%-4.7%7520.1%-14.4%14.9%
    20092611964.9%-2.9%10610.0%-4.5%32.2%
    2008157177.2%-3.1%7717.8%-6.0%29.1%
    2007178093.8%-2.1%1169.7%-3.7%29.4%
    2006126065.6%-1.9%7415.5%-2.8%31.9%
    20052111372.8%-1.8%1179.0%-4.4%18.7%
    20042010283.1%-2.0%987.0%-5.5%12.1%
    200327104134.0%-1.9%111211.0%-3.8%21.2%
    200230154116.2%-3.7%141011.0%-7.1%42.5%
    20011662815.1%-5.1%8629.5%-11.9%90.2%
    20002010197.8%-5.4%81116.4%-10.6%3.1%
    Avg.21.310.21.99.24.9%-2.4%9.99.112.1%-5.9%23.1%


    Standard & Poor's 500 Composite Stock Price Index "SPDRs" (AMEX: SPY)

    Year# of
    Trades
    LongCashShortAvg. Trading
    Period Gain
    Avg. Trading
    Period Loss
    # of Gain
    Periods
    # of Loss
    Periods
    Largest Trading
    Period Gains
    Largest Trading
    Period Losses
    Yearly
    Return
    202133170161.9%-1.4%15186.3%-2.5%2.6%
    202029141145.0%-2.5%161322.1%-4.8%43.4%
    201930151142.5%-1.5%13165.5%-4.2%8.3%
    201831152141.5%-1.9%14144.5%-4.9%-4.9%
    2017157171.7%-1.9%1045.5%-2.8%9.5%
    201625130121.3%-1.9%9152.9%-9.9%-17.7%
    201523121102.1%-1.0%12104.8%-2.6%12.6%
    2014136253.0%-1.0%747.7%-2.2%16.8%
    2013158073.7%-0.9%9610.0%-1.7%27.5%
    201227131131.8%-2.0%13117.0%-10.0%3.4%
    2011199372.4%-1.8%1066.4%-3.1%15.7%
    2010147165.0%-3.1%6712.0%-11.9%8.5%
    20092611965.5%-2.2%987.5%-4.6%32.1%
    2008157175.8%-3.2%8517.5%-6.7%30.4%
    2007178093.0%-1.6%1077.7%-3.3%18.3%
    2006147071.8%-2.2%1134.8%-3.6%13.7%
    20052211471.9%-1.0%1155.1%-1.7%16.1%
    200425132101.8%-1.6%1495.6%-3.8%10.0%
    200327103142.9%-1.5%121210.6%-2.5%16.2%
    200228143114.1%-2.7%13129.8%-7.5%21.3%
    2001147165.8%-2.4%7612.7%-4.3%26.0%
    2000168083.6%-2.5%1039.1%-3.9%28.4%
    Avg.21.210.21.79.23.1%-1.9%10.78.48.5%-4.8%16.0%


    Dow Jones Industrial Average Index "DIAMONDS" (NYSE: DIA)

    Year# of
    Trades
    LongCashShortAvg. Trading
    Period Gain
    Avg. Trading
    Period Loss
    # of Gain
    Periods
    # of Loss
    Periods
    Largest Trading
    Period Gains
    Largest Trading
    Period Losses
    Yearly
    Return
    202133170161.3%-1.3%15183.9%-2.8%-4.6%
    202029141145.0%-2.5%161322.9%-6.6%42.4%
    201930151142.2%-1.4%13164.8%-4.7%5.6%
    201831152141.6%-2.0%16124.3%-4.6%2.3%
    2017157172.1%-2.0%957.4%-5.3%9.0%
    201625130120.9%-2.1%10142.9%-9.7%-20.6%
    201523121102.2%-1.7%1386.1%-3.6%14.9%
    2014136252.4%-1.8%838.5%-3.8%14.1%
    2013158073.5%-0.8%10510.4%-1.4%30.1%
    201227131131.7%-1.6%13114.9%-7.4%5.9%
    2011199372.7%-1.5%1058.5%-2.5%19.6%
    2010147163.9%-2.7%769.6%-9.6%10.5%
    20092611965.0%-2.2%988.2%-5.3%27.7%
    2008157175.3%-2.9%8514.6%-6.5%28.0%
    2007178092.6%-2.2%1167.3%-4.5%15.7%
    2006147072.2%-1.9%1134.6%-3.4%18.3%
    20052211471.6%-0.8%1264.2%-1.3%14.5%
    200425132101.9%-1.4%1395.4%-4.1%12.0%
    200327103142.9%-1.6%121210.7%-3.9%15.2%
    200228144103.8%-2.8%13119.7%-6.9%18.1%
    2001158075.6%-1.3%8712.8%-3.3%35.1%
    2000178093.7%-1.3%1169.2%-2.4%33.4%
    Avg.21.310.31.79.33.0%-1.8%11.18.18.4%-4.8%16.8%