Track Record (DIA, SPY, QQQ)


Year 2024 YTD Returns (Updated EOD: 04/12/24): Our returns for Year 2024 are +4.62% (+4.20% DIA, +6.84% SPY, and +2.83% QQQ). The buy-and-hold strategy is +5.10%. Our system is slightly underperforming the overall market, but we are confident our returns will surpass the buy-and-hold strategy in 2024.

Year 2023 Returns: We had an excellent year and we congratulate those loyal members who steadfastly adhered to all trading signals. Our overall returns for year 2023 are +20.58% (+14.87% DIA, +18.64% SPY, and +28.23% QQQ). When adding our Long positions we profited +24.15% (+14.65% DIA, +20.98% SPY, and +36.81% QQQ).

Compounded Returns (Year 2000-2023): Our Compounded Annual Growth Rate (CAGR) of our SMT.IND System is +14.0% DIA, +13.7% SPY, and +19.7% QQQ. The CAGR of the buy-and-hold strategy is +5.1% DIA, +5.1% SPY, and +6.7% QQQ. We are outperforming the buy-and-hold strategy year after year by +8.9% DIA, +8.6% SPY, and +13.0% QQQ.

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!

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

Arithmetic Computation Individual Trades (Year 2024):
Trading Signals are provided to Members Only (Excel, PDF)

SMT.IND System (Intraday, Year 2000 - Present)
Trading Signals are provided to Members Only (Excel, PDF)

CAGR of each ETF: +14.0% DIA, +13.7% SPY, and +19.7% QQQ
Buy-and-Hold: +5.1% DIA, +5.1% SPY, and +6.7% 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 (2000-2023), TimerTrac, and constantly monitored by hundreds of members. The Alpha verification used End-of-Year values as opposed to Signal-to-Signal.

      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
    202329150144.0%-1.8%141617.8%-4.5%28.2%
    202234170173.3%-4.6%152011.0%-9.5%-29.8%
    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.22.510.91.610.04.7%-2.5%10.510.212.3%-6.0%20.8%


    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
    202329150143.4%-1.3%121714.5%-3.6%18.6%
    202232160162.7%-2.8%13199.0%-7.4%-19.0%
    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.22.511.01.510.03.1%-1.9%11.09.68.7%-4.7%14.1%


    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
    202329150142.7%-1.4%141614.7%-4.3%14.9%
    202232160162.3%-2.6%14187.1%-5.9%-16.0%
    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.22.511.01.510.02.9%-1.8%11.59.38.4%-4.7%14.4%