2023 December Portfolios for Navigator
Portfolios should be published by 8:15pm Pacific Time. If the signals are not up on time or if you think there is an issue, send email to signals@TranquilityTrading.com. Please do not use the email for general support. For general support go here.
Recent Posts
- Market Talk 11.4.24 Pre-Election
- 2024 November Portfolios for Navigator
- 2024 October Portfolios for Navigator
- 2024 September Portfolios for Navigator
- A Market of Extremes -Market Talk 8.7.24
The date represents the trading day the signals are for.
December 29, 2023
Magellan (1) | WTD: 1.33 | MTD: 8.65 | YTD: 7.32 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.78 | 100.00 | 6.48 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 1.33 | MTD: 8.65 | YTD: 12.21 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.78 | 100.00 | 6.48 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 1.33 | MTD: 8.65 | YTD: 20.44 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.78 | 100.00 | 6.48 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/28/2023 | ||||||
Run date | 12/28/2023 | ||||||
Backtest end date | 12/29/2023 | ||||||
. | |||||||
. | |||||||
. |
December 28, 2023
Magellan (1) | WTD: 2.07 | MTD: 9.44 | YTD: 8.10 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 100.51 | 100.00 | 7.26 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 2.07 | MTD: 9.44 | YTD: 13.03 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 100.51 | 100.00 | 7.26 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 2.07 | MTD: 9.44 | YTD: 21.32 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 100.51 | 100.00 | 7.26 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/27/2023 | ||||||
Run date | 12/27/2023 | ||||||
Backtest end date | 12/28/2023 | ||||||
. | |||||||
. | |||||||
. |
December 27, 2023
Magellan (1) | WTD: 0.29 | MTD: 7.54 | YTD: 6.22 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.76 | 100.00 | 5.39 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.29 | MTD: 7.54 | YTD: 11.06 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.76 | 100.00 | 5.39 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.29 | MTD: 7.54 | YTD: 19.21 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.76 | 100.00 | 5.39 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/26/2023 | ||||||
Run date | 12/26/2023 | ||||||
Backtest end date | 12/27/2023 | ||||||
. | |||||||
. | |||||||
. |
December 26, 2023
December 25 is a market holiday.Magellan (1) | WTD: 0.00 | MTD: 7.22 | YTD: 5.92 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.47 | 100.00 | 5.09 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.00 | MTD: 7.22 | YTD: 10.74 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.47 | 100.00 | 5.09 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.00 | MTD: 7.23 | YTD: 18.87 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.47 | 100.00 | 5.09 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/22/2023 | ||||||
Run date | 12/22/2023 | ||||||
Backtest end date | 12/25/2023 | ||||||
. | |||||||
. | |||||||
. |
December 22, 2023
Magellan (1) | WTD: -0.22 | MTD: 7.72 | YTD: 6.41 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.93 | 100.00 | 5.57 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: -0.22 | MTD: 7.72 | YTD: 11.25 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.93 | 100.00 | 5.57 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: -0.22 | MTD: 7.72 | YTD: 19.42 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.93 | 100.00 | 5.57 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/21/2023 | ||||||
Run date | 12/21/2023 | ||||||
Backtest end date | 12/22/2023 | ||||||
. | |||||||
. | |||||||
. |
December 21, 2023
Magellan (1) | WTD: 0.41 | MTD: 8.41 | YTD: 7.08 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.56 | 100.00 | 6.24 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.41 | MTD: 8.41 | YTD: 11.96 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.56 | 100.00 | 6.24 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.41 | MTD: 8.41 | YTD: 20.18 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.56 | 100.00 | 6.24 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/20/2023 | ||||||
Run date | 12/20/2023 | ||||||
Backtest end date | 12/21/2023 | ||||||
. | |||||||
. | |||||||
. |
December 20, 2023
Magellan (1) | WTD: -0.26 | MTD: 7.68 | YTD: 6.36 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.89 | 100.00 | 5.53 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: -0.26 | MTD: 7.68 | YTD: 11.21 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.89 | 100.00 | 5.53 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: -0.26 | MTD: 7.68 | YTD: 19.37 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.89 | 100.00 | 5.53 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/19/2023 | ||||||
Run date | 12/19/2023 | ||||||
Backtest end date | 12/20/2023 | ||||||
. | |||||||
. | |||||||
. |
December 19, 2023
Magellan (1) | WTD: -0.80 | MTD: 7.10 | YTD: 5.79 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.36 | 100.00 | 4.96 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: -0.80 | MTD: 7.10 | YTD: 10.61 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.36 | 100.00 | 4.96 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: -0.80 | MTD: 7.10 | YTD: 18.73 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 98.36 | 100.00 | 4.96 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/18/2023 | ||||||
Run date | 12/18/2023 | ||||||
Backtest end date | 12/19/2023 | ||||||
. | |||||||
. | |||||||
. |
December 18, 2023
Magellan (1) | WTD: 0.00 | MTD: 7.96 | YTD: 6.64 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.15 | 100.00 | 5.81 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.00 | MTD: 7.96 | YTD: 11.50 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.15 | 100.00 | 5.81 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.00 | MTD: 7.96 | YTD: 19.68 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.15 | 100.00 | 5.81 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/15/2023 | ||||||
Run date | 12/15/2023 | ||||||
Backtest end date | 12/18/2023 | ||||||
. | |||||||
. | |||||||
. |
December 15, 2023
Magellan (1) | WTD: 5.43 | MTD: 7.84 | YTD: 6.52 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.04 | 100.00 | 5.69 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 5.43 | MTD: 7.84 | YTD: 11.38 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.04 | 100.00 | 5.69 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 5.43 | MTD: 7.84 | YTD: 19.55 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 99.04 | 100.00 | 5.69 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/14/2023 | ||||||
Run date | 12/14/2023 | ||||||
Backtest end date | 12/15/2023 | ||||||
. | |||||||
. | |||||||
. |
December 14, 2023
Magellan (1) | WTD: 2.76 | MTD: 5.11 | YTD: 3.82 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 96.84 | 100.00 | 3.01 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 2.76 | MTD: 5.11 | YTD: 8.55 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 96.84 | 100.00 | 3.01 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 2.76 | MTD: 5.11 | YTD: 16.52 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 96.84 | 100.00 | 3.01 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/13/2023 | ||||||
Run date | 12/13/2023 | ||||||
Backtest end date | 12/14/2023 | ||||||
. | |||||||
. | |||||||
. |
December 13, 2023
Magellan (1) | WTD: 0.40 | MTD: 2.70 | YTD: 1.44 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.62 | 100.00 | 0.65 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.40 | MTD: 2.70 | YTD: 6.06 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.62 | 100.00 | 0.65 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.40 | MTD: 2.70 | YTD: 13.85 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.62 | 100.00 | 0.65 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/12/2023 | ||||||
Run date | 12/12/2023 | ||||||
Backtest end date | 12/13/2023 | ||||||
. | |||||||
. | |||||||
. |
December 12, 2023
Magellan (1) | WTD: 0.10 | MTD: 2.39 | YTD: 1.14 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.34 | 100.00 | 0.35 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.10 | MTD: 2.39 | YTD: 5.75 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.34 | 100.00 | 0.35 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.10 | MTD: 2.39 | YTD: 13.51 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
TLT | 12/11/2023 | Hold | 94.34 | 100.00 | 0.35 | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/11/2023 | ||||||
Run date | 12/11/2023 | ||||||
Backtest end date | 12/12/2023 | ||||||
. | |||||||
. | |||||||
. |
December 11, 2023
Magellan (1) | WTD: 0.00 | MTD: 2.29 | YTD: 1.04 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Sell | 77.06 | 100.00 | 5.32 | Vanguard Long-Termorate Bond Index ETF | -- |
TLT | 12/11/2023 | Buy | 94.54 | 100.00 | --- | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.00 | MTD: 2.29 | YTD: 5.64 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Sell | 77.06 | 100.00 | 5.32 | Vanguard Long-Termorate Bond Index ETF | -- |
TLT | 12/11/2023 | Buy | 94.54 | 100.00 | --- | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.00 | MTD: 2.29 | YTD: 13.39 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Sell | 77.06 | 100.00 | 5.32 | Vanguard Long-Termorate Bond Index ETF | -- |
TLT | 12/11/2023 | Buy | 94.54 | 100.00 | --- | iShares 20 Plus Year Treasury Bond ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/8/2023 | ||||||
Run date | 12/8/2023 | ||||||
Backtest end date | 12/11/2023 | ||||||
. | |||||||
. | |||||||
. |
December 8, 2023
Magellan (1) | WTD: 1.45 | MTD: 2.91 | YTD: 1.66 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.53 | 100.00 | 5.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 1.45 | MTD: 2.91 | YTD: 6.29 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.53 | 100.00 | 5.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 1.45 | MTD: 2.91 | YTD: 14.09 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.53 | 100.00 | 5.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/7/2023 | ||||||
Run date | 12/7/2023 | ||||||
Backtest end date | 12/8/2023 | ||||||
. | |||||||
. | |||||||
. |
December 7, 2023
Magellan (1) | WTD: 1.61 | MTD: 3.07 | YTD: 1.81 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.65 | 100.00 | 6.12 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 1.61 | MTD: 3.07 | YTD: 6.45 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.65 | 100.00 | 6.12 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 1.61 | MTD: 3.07 | YTD: 14.26 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.65 | 100.00 | 6.12 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/6/2023 | ||||||
Run date | 12/6/2023 | ||||||
Backtest end date | 12/7/2023 | ||||||
. | |||||||
. | |||||||
. |
December 6, 2023
Magellan (1) | WTD: 0.89 | MTD: 2.34 | YTD: 1.09 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.10 | 100.00 | 5.37 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.89 | MTD: 2.34 | YTD: 5.70 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.10 | 100.00 | 5.37 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.89 | MTD: 2.34 | YTD: 13.45 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 77.10 | 100.00 | 5.37 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/5/2023 | ||||||
Run date | 12/5/2023 | ||||||
Backtest end date | 12/6/2023 | ||||||
. | |||||||
. | |||||||
. |
December 5, 2023
Magellan (1) | WTD: -0.42 | MTD: 1.01 | YTD: -0.22 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.10 | 100.00 | 4.00 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: -0.42 | MTD: 1.01 | YTD: 4.33 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.10 | 100.00 | 4.00 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: -0.42 | MTD: 1.01 | YTD: 11.98 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.10 | 100.00 | 4.00 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/4/2023 | ||||||
Run date | 12/4/2023 | ||||||
Backtest end date | 12/5/2023 | ||||||
. | |||||||
. | |||||||
. |
December 4, 2023
Magellan (1) | WTD: 0.00 | MTD: 1.44 | YTD: 0.20 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.42 | 100.00 | 4.44 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 0.00 | MTD: 1.44 | YTD: 4.76 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.42 | 100.00 | 4.44 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 0.00 | MTD: 1.44 | YTD: 12.45 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 76.42 | 100.00 | 4.44 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 12/1/2023 | ||||||
Run date | 12/1/2023 | ||||||
Backtest end date | 12/4/2023 | ||||||
. | |||||||
. | |||||||
. |
December 1, 2023
Magellan (1) | WTD: 2.39 | MTD: 0.00 | YTD: -1.22 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 75.64 | 100.00 | 2.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Vespucci (2) | WTD: 2.39 | MTD: 0.00 | YTD: 3.28 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 75.64 | 100.00 | 2.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Zwicky (3) | WTD: 2.39 | MTD: 0.00 | YTD: 10.86 | ||||
Symbol | Date | BHS | Close | % Alloc | % P/L | Full Name | Industry |
VCLT | 11/20/2023 | Hold | 75.64 | 100.00 | 2.96 | Vanguard Long-Termorate Bond Index ETF | -- |
. | |||||||
. | |||||||
. | |||||||
Data last date | 11/30/2023 | ||||||
Run date | 11/30/2023 | ||||||
Backtest end date | 12/1/2023 | ||||||
. | |||||||
. | |||||||
. |
--