Obamacare ST Fund


YTD
9.71%
1YR
6.07%
SI (ann.)
14.38%
RISK

Fund Details
Status WARNING 13th Apr, 2017
Last Signal(s) OPEN LONG 2nd Jan, 2013
Inception 2nd Jan, 2013
Investment type PASSIVE SHORT-TERM
Benchmark SPDR S&P 500 (SPY)
Fund Description

OHF Team

ObamaCares goal is to give more Americans access to affordable quality health insurance and to reduce the growth in health care spending in the US. This Act will have a huge impact on the health care market and securities trading in this industry, as an investor it may be important to consider which health care stocks and funds are best positioned for this new environment. The sector outpaced the broad market SP 500 by a wide margin and is expected to remain in the growth territory this year attributable to the aging population and higher rates of chronic disease growing demand in emerging markets and product launches.


Entry suggestion
As soon as possible.
Actual Portfolio Composition
Cash0%
First Trust Health Care AlphaDEX60%
PowerShares Dynamic Pharmaceuticals20%
SPDR S&P Biotech ETF20%
Performance Last 12 Months
Equity Curve
Dividends distribution
March, 2017
Fri 17th PowerShares Dynamic Pharmaceuticals $0.04
Fri 17th SPDR S&P Biotech ETF $0.02
December, 2016
Fri 16th PowerShares Dynamic Pharmaceuticals $0.21
Fri 16th SPDR S&P Biotech ETF $0.02
September, 2016
Fri 16th PowerShares Dynamic Pharmaceuticals $0.11
Fri 16th SPDR S&P Biotech ETF $0.03
June, 2016
Fri 17th PowerShares Dynamic Pharmaceuticals $0.18
Fri 17th SPDR S&P Biotech ETF $0.05
March, 2016
Fri 18th PowerShares Dynamic Pharmaceuticals $0.02
December, 2015
Thu 24th PowerShares Dynamic Pharmaceuticals $1.13
Fri 18th PowerShares Dynamic Pharmaceuticals $2.47
Fri 18th SPDR S&P Biotech ETF $0.15
September, 2015
Fri 18th PowerShares Dynamic Pharmaceuticals $0.09
Fri 18th SPDR S&P Biotech ETF $0.05
June, 2015
Fri 19th PowerShares Dynamic Pharmaceuticals $0.14
Fri 19th SPDR S&P Biotech ETF $0.44
March, 2015
Fri 20th PowerShares Dynamic Pharmaceuticals $0.02
Fri 20th SPDR S&P Biotech ETF $0.25
December, 2014
Wed 24th PowerShares Dynamic Pharmaceuticals $1.65
Fri 19th PowerShares Dynamic Pharmaceuticals $0.09
Fri 19th SPDR S&P Biotech ETF $0.49
September, 2014
Fri 19th PowerShares Dynamic Pharmaceuticals $0.08
Fri 19th SPDR S&P Biotech ETF $0.56
June, 2014
Fri 20th PowerShares Dynamic Pharmaceuticals $0.15
Fri 20th SPDR S&P Biotech ETF $0.62
March, 2014
Fri 21st SPDR S&P Biotech ETF $0.33
December, 2013
Fri 20th PowerShares Dynamic Pharmaceuticals $0.07
Fri 20th SPDR S&P Biotech ETF $0.04
September, 2013
Fri 20th PowerShares Dynamic Pharmaceuticals $0.04
Fri 20th SPDR S&P Biotech ETF $0.09
June, 2013
Fri 21st First Trust Health Care AlphaDEX $0.01
Fri 21st PowerShares Dynamic Pharmaceuticals $0.12
Fri 21st SPDR S&P Biotech ETF $0.05
March, 2013
Fri 15th PowerShares Dynamic Pharmaceuticals $0.01
Fri 15th SPDR S&P Biotech ETF $0.04
Fund Performance
  Fund Benchmark +/- Benchmark
Volatility (Since Inception)   32.87% 18.41% 14.46%
Since Inception (2nd January, 2013) 95.81% 73.37% 22.44%
Year To Date 9.71% 4.47% 5.24%
1 Week 0% 0% 0%
1 Month 1.12% -0.65% 1.77%
3 Months 7.4% 3.26% 4.14%
6 Months 7.4% 9.31% -1.91%
1 Year 6.07% 13.76% -7.69%
3 Years 29.71% 31.84% -2.13%
3 Years (Annualized) 9.06% 9.65% -0.59%
5 Years Not enough historical data.
5 Years (Annualized) Not enough historical data.
Since Inception (Annualized) (2nd January, 2013) 14.38% 11.63% 2.75%
by Year
  Fund Benchmark +/- Benchmark
2017 9.71% 4.47% 5.24%
2016 -10.68% 12% -22.68%
2015 5.38% 1.23% 4.15%
2014 29.82% 13.46% 16.36%
2013 46.06% 32.31% 13.75%
by Trimester
  Trim 1 Trim 2 Trim 3 Trim 4
2017 9.83% -0.25% 0% 0%
2016 -13.06% 5.53% 5.97% -7.22%
2015 13.51% 5.17% -18.7% 7.28%
2014 7.05% 6.18% 4.19% 10.04%
2013 12.82% 4.86% 11.88% 9.72%
by Month
  Fund Benchmark +/- Benchmark
2017
    April -0.25% -1.37% 1.12%
    March -1.23% 0.12% -1.35%
    February 6.66% 3.93% 2.73%
    January 4.4% 1.79% 2.61%
2016
    December -1.33% 2.03% -3.36%
    November 4.05% 3.68% 0.37%
    October -9.94% -1.73% -8.21%
    September 1.57% 0.01% 1.56%
    August -2.62% 0.12% -2.74%
    July 7.02% 3.65% 3.37%
    June -1.34% 0.35% -1.68%
    May 3.21% 1.7% 1.51%
    April 3.65% 0.39% 3.26%
    March 4.88% 6.73% -1.85%
    February -2.43% -0.08% -2.35%
    January -15.5% -4.98% -10.52%
2015
    December -0.2% -1.73% 1.53%
    November 3.17% 0.37% 2.8%
    October 4.31% 8.51% -4.2%
    September -11.16% -2.55% -8.61%
    August -9.35% -6.1% -3.26%
    July 1.81% 2.26% -0.45%
    June 1.88% -2.03% 3.91%
    May 7.69% 1.29% 6.41%
    April -4.4% 0.98% -5.38%
    March 3.5% -1.57% 5.07%
    February 6.47% 5.62% 0.85%
    January 3.53% -2.96% 6.49%
2014
    December 0.53% -0.25% 0.78%
    November 2.53% 2.75% -0.21%
    October 6.98% 2.36% 4.63%
    September -1.06% -1.38% 0.32%
    August 7.05% 3.95% 3.11%
    July -1.8% -1.34% -0.46%
    June 5.65% 2.06% 3.59%
    May 3.6% 2.32% 1.28%
    April -3.07% 0.7% -3.77%
    March -5.84% 0.83% -6.67%
    February 6.97% 4.55% 2.42%
    January 5.92% -3.52% 9.44%
2013
    December 0.93% 2.59% -1.67%
    November 8% 2.96% 5.04%
    October 0.79% 4.63% -3.84%
    September 4.71% 3.16% 1.54%
    August -2.69% -3% 0.31%
    July 9.86% 5.17% 4.7%
    June -1.94% -1.33% -0.61%
    May 3.64% 2.36% 1.28%
    April 3.16% 1.92% 1.24%
    March 5.94% 3.8% 2.15%
    February 0.72% 1.28% -0.56%
    January 6.16% 5.12% 1.04%
Fund Statistics
Sharpe Ratio 2.18
Expectancy 31.94%
Fund Volatility 32.87
Benchmark Volatility (SPDR S&P 500 (SPY)) 18.41%
GRAND TOTAL
Total Trades 3 100%
Winning Trades 3 100%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 52.09%
Max Losing Trade 17.66%
Average Winning Trade 31.94%
Average Losing Trade 0%
Total DrawDown 0%
LONG ONLY
Long Trades 3 100%
Winning Trades 3 100%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 52.09%
Max Losing Trade 17.66%
Average Winning Trade 31.94%
Average Losing Trade 0%
DrawDown 0%
SHORT ONLY
Short Trades 0 0%
Winning Trades 0 0%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 0%
Max Losing Trade 0%
Average Winning Trade 0%
Average Losing Trade 0%
DrawDown 0%
Open Trades
Sym Ent D. Ent P. Mkt P. Fund PnL
L FXH 2 Jan 13 33.23 62.07 52.09%
L PJP 2 Jan 13 31.82 59.92 17.66%
L XBI 2 Jan 13 29.73 68.47 26.06%
Historical Trades
Sym Ent D. Ent P. Cls Mkt P. Fund PnL