USA Best Sectors


YTD
9.88%
1YR
10.88%
SI (ann.)
11.94%
RISK

Fund Details
Status WARNING 17th Oct, 2017
Last Signal(s) OPEN LONG 4th Jan, 2010
Inception 4th Jan, 2010
Investment type PASSIVE MID-TERM
Benchmark SPDR S&P 500 (SPY)
Fund Description

OHF Team

USA best sectors, created on USA BestSec Template.


Actual Portfolio Composition
Cash2%
First Trust Health Care AlphaDEX10%
SPDR S&P International Consumer Discretionary18%
iShares S&P Global Financial20%
PowerShares Dynamic Pharmaceuticals10%
Vanguard Information Technology30%
SPDR S&P Biotech ETF10%
Performance Last 12 Months
Equity Curve
Dividends distribution
March, 2017
Fri 24th Vanguard Information Technology $0.36
Fri 17th PowerShares Dynamic Pharmaceuticals $0.04
Fri 17th SPDR S&P Biotech ETF $0.02
December, 2016
Thu 22nd iShares S&P Global Financial $0.41
Fri 16th SPDR S&P International Consumer Discretionary $0.25
Fri 16th PowerShares Dynamic Pharmaceuticals $0.21
Fri 16th SPDR S&P Biotech ETF $0.02
Wed 14th Vanguard Information Technology $0.43
September, 2016
Tue 20th Vanguard Information Technology $0.4
Fri 16th SPDR S&P International Consumer Discretionary $0.07
Fri 16th PowerShares Dynamic Pharmaceuticals $0.11
Fri 16th SPDR S&P Biotech ETF $0.03
June, 2016
Tue 21st Vanguard Information Technology $0.35
Fri 17th SPDR S&P International Consumer Discretionary $0.47
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
Wed 23rd Vanguard Information Technology $0.4
Fri 18th SPDR S&P International Consumer Discretionary $0.2
Fri 18th PowerShares Dynamic Pharmaceuticals $2.47
Fri 18th SPDR S&P Biotech ETF $0.15
September, 2015
Wed 23rd Vanguard Information Technology $0.99
Fri 18th SPDR S&P International Consumer Discretionary $0.09
Fri 18th PowerShares Dynamic Pharmaceuticals $0.09
Fri 18th SPDR S&P Biotech ETF $0.05
June, 2015
Wed 24th iShares S&P Global Financial $0.81
Fri 19th SPDR S&P International Consumer Discretionary $0.41
Fri 19th PowerShares Dynamic Pharmaceuticals $0.14
Fri 19th SPDR S&P Biotech ETF $0.44
March, 2015
Fri 20th SPDR S&P International Consumer Discretionary $0.05
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 SPDR S&P International Consumer Discretionary $0.24
Fri 19th iShares S&P Global Financial $0.53
Fri 19th PowerShares Dynamic Pharmaceuticals $0.09
Fri 19th SPDR S&P Biotech ETF $0.49
September, 2014
Fri 19th SPDR S&P International Consumer Discretionary $0.09
Fri 19th PowerShares Dynamic Pharmaceuticals $0.08
Fri 19th SPDR S&P Biotech ETF $0.56
June, 2014
Tue 24th iShares S&P Global Financial $0.81
Fri 20th SPDR S&P International Consumer Discretionary $0.5
Fri 20th PowerShares Dynamic Pharmaceuticals $0.15
Fri 20th SPDR S&P Biotech ETF $0.62
March, 2014
Fri 21st SPDR S&P International Consumer Discretionary $0.05
Fri 21st SPDR S&P Biotech ETF $0.33
December, 2013
Fri 20th SPDR S&P International Consumer Discretionary $0.22
Fri 20th PowerShares Dynamic Pharmaceuticals $0.07
Fri 20th Vanguard Information Technology $0.94
Fri 20th SPDR S&P Biotech ETF $0.04
Tue 17th iShares S&P Global Financial $0.49
September, 2013
Fri 20th SPDR S&P International Consumer Discretionary $0.05
Fri 20th PowerShares Dynamic Pharmaceuticals $0.04
Fri 20th SPDR S&P Biotech ETF $0.09
June, 2013
Tue 25th iShares S&P Global Financial $0.72
Fri 21st First Trust Health Care AlphaDEX $0.01
Fri 21st SPDR S&P International Consumer Discretionary $0.18
Fri 21st PowerShares Dynamic Pharmaceuticals $0.12
Fri 21st SPDR S&P Biotech ETF $0.05
March, 2013
Fri 15th SPDR S&P International Consumer Discretionary $0.02
Fri 15th PowerShares Dynamic Pharmaceuticals $0.01
Fri 15th SPDR S&P Biotech ETF $0.04
December, 2012
Fri 21st First Trust Health Care AlphaDEX $0.12
Fri 21st SPDR S&P International Consumer Discretionary $0.37
Fri 21st PowerShares Dynamic Pharmaceuticals $0.37
Fri 21st SPDR S&P Biotech ETF $0.2
Thu 20th Vanguard Information Technology $0.83
Mon 17th iShares S&P Global Financial $0.42
September, 2012
Fri 21st SPDR S&P International Consumer Discretionary $0.05
Fri 21st PowerShares Dynamic Pharmaceuticals $0.06
June, 2012
Thu 21st First Trust Health Care AlphaDEX $0.02
Wed 20th iShares S&P Global Financial $0.72
Fri 15th SPDR S&P International Consumer Discretionary $0.18
Fri 15th PowerShares Dynamic Pharmaceuticals $0.09
March, 2012
Fri 16th SPDR S&P International Consumer Discretionary $0.03
Fri 16th PowerShares Dynamic Pharmaceuticals $0.02
December, 2011
Wed 21st Vanguard Information Technology $0.49
Mon 19th iShares S&P Global Financial $0.47
Fri 16th SPDR S&P International Consumer Discretionary $0.64
Fri 16th PowerShares Dynamic Pharmaceuticals $0.06
September, 2011
Fri 16th SPDR S&P International Consumer Discretionary $0.04
Fri 16th PowerShares Dynamic Pharmaceuticals $0.06
June, 2011
Tue 21st First Trust Health Care AlphaDEX $0.03
Tue 21st iShares S&P Global Financial $0.74
Fri 17th SPDR S&P International Consumer Discretionary $0.37
Fri 17th PowerShares Dynamic Pharmaceuticals $0.06
March, 2011
Fri 18th SPDR S&P International Consumer Discretionary $0.02
December, 2010
Wed 22nd Vanguard Information Technology $0.36
Tue 21st First Trust Health Care AlphaDEX $0.03
Mon 20th iShares S&P Global Financial $0.41
Fri 17th SPDR S&P International Consumer Discretionary $0.08
Fri 17th PowerShares Dynamic Pharmaceuticals $0.06
September, 2010
Fri 17th SPDR S&P International Consumer Discretionary $0.03
Fri 17th PowerShares Dynamic Pharmaceuticals $0.04
June, 2010
Mon 21st iShares S&P Global Financial $0.57
Fri 18th SPDR S&P International Consumer Discretionary $0.22
Fri 18th PowerShares Dynamic Pharmaceuticals $0.04
March, 2010
Fri 19th SPDR S&P International Consumer Discretionary $0.01
Fund Performance
  Fund Benchmark +/- Benchmark
Volatility (Since Inception)   53.15% 47.46% 5.69%
Since Inception (4th January, 2010) 146.51% 161.25% -14.74%
Year To Date 9.88% 14.79% -4.91%
1 Week -0.15% 0.18% -0.33%
1 Month 2.56% 2.3% 0.26%
3 Months -7.36% 3.99% -11.35%
6 Months 1.55% 9.24% -7.69%
1 Year 10.88% 20.77% -9.89%
3 Years 24.45% 41.34% -16.89%
3 Years (Annualized) 7.56% 12.23% -4.67%
5 Years 84.37% 92.16% -7.79%
5 Years (Annualized) 13.02% 13.95% -0.93%
Since Inception (Annualized) (4th January, 2010) 11.94% 12.75% -0.81%
by Year
  Fund Benchmark +/- Benchmark
2017 9.88% 14.9% -5.01%
2016 -1.72% 12% -13.72%
2015 5.13% 1.23% 3.89%
2014 17.08% 13.46% 3.62%
2013 37.94% 32.31% 5.63%
2012 22.75% 15.99% 6.76%
2011 -2.6% 1.89% -4.5%
2010 12.46% 15.06% -2.6%
by Trimester
  Trim 1 Trim 2 Trim 3 Trim 4
2017 9.27% -7.17% 5.9% 2.25%
2016 -7.89% 0.86% 8.67% -1.79%
2015 8.92% 3.19% -13.68% 7.9%
2014 3.21% 5.46% 1.06% 6.68%
2013 9.06% 3.58% 11.46% 9.01%
2012 17.15% -2.41% 5.5% 1.39%
2011 4.02% 3.39% -16.52% 7.74%
2010 3.3% -11.76% 13.44% 8.83%
by Month
  Fund Benchmark +/- Benchmark
2017
    October 2.25% 1.79% 0.47%
    September 1.01% 1.51% -0.51%
    August 2.62% 0.29% 2.33%
    July 2.28% 2.06% 0.22%
    June -9.74% 0.64% -10.37%
    May 0.12% 0.92% -0.8%
    April 2.45% 0.99% 1.46%
    March 0.25% 0.12% 0.12%
    February 5.27% 3.93% 1.34%
    January 3.75% 1.79% 1.96%
2016
    December 0.27% 2.03% -1.76%
    November 2.82% 3.68% -0.86%
    October -4.88% -1.73% -3.14%
    September 1.61% 0.01% 1.6%
    August -0.31% 0.12% -0.43%
    July 7.37% 3.65% 3.72%
    June -3.2% 0.35% -3.55%
    May 3.81% 1.7% 2.11%
    April 0.25% 0.39% -0.14%
    March 6.69% 6.73% -0.04%
    February -2.67% -0.08% -2.59%
    January -11.91% -4.98% -6.93%
2015
    December -1.62% -1.73% 0.11%
    November 2.47% 0.37% 2.1%
    October 7.05% 8.51% -1.45%
    September -7.29% -2.55% -4.74%
    August -8.38% -6.1% -2.28%
    July 1.99% 2.26% -0.27%
    June -0.23% -2.03% 1.8%
    May 4.87% 1.29% 3.58%
    April -1.45% 0.98% -2.43%
    March 0.79% -1.57% 2.36%
    February 7.15% 5.62% 1.53%
    January 0.99% -2.96% 3.95%
2014
    December -0.85% -0.25% -0.6%
    November 3.05% 2.75% 0.3%
    October 4.48% 2.36% 2.13%
    September -1.94% -1.38% -0.56%
    August 4.41% 3.95% 0.47%
    July -1.42% -1.34% -0.07%
    June 4.2% 2.06% 2.13%
    May 2.95% 2.32% 0.63%
    April -1.69% 0.7% -2.38%
    March -3.2% 0.83% -4.03%
    February 5.86% 4.55% 1.31%
    January 0.54% -3.52% 4.07%
2013
    December 2.17% 2.59% -0.42%
    November 5.12% 2.96% 2.16%
    October 1.72% 4.63% -2.91%
    September 5.28% 3.16% 2.12%
    August -1.92% -3% 1.08%
    July 8.1% 5.17% 2.93%
    June -2.51% -1.33% -1.18%
    May 3.02% 2.36% 0.66%
    April 3.07% 1.92% 1.15%
    March 3.55% 3.8% -0.25%
    February 0.29% 1.28% -0.99%
    January 5.22% 5.12% 0.1%
2012
    December 1.91% 0.89% 1.02%
    November 3% 0.57% 2.44%
    October -3.52% -1.82% -1.7%
    September 2.64% 2.54% 0.1%
    August 2.91% 2.51% 0.41%
    July -0.05% 1.18% -1.24%
    June 5.6% 4.06% 1.54%
    May -7.06% -6.01% -1.05%
    April -0.94% -0.67% -0.28%
    March 3.43% 3.22% 0.22%
    February 5.62% 4.34% 1.28%
    January 8.1% 4.64% 3.46%
2011
    December -0.43% 1.04% -1.47%
    November -1.85% -0.41% -1.44%
    October 10.01% 10.91% -0.9%
    September -6.81% -6.94% 0.13%
    August -7.49% -5.5% -1.99%
    July -2.22% -2% -0.22%
    June -1.42% -1.69% 0.27%
    May -0.68% -1.12% 0.44%
    April 5.49% 2.9% 2.59%
    March -0.38% 0.01% -0.39%
    February 2.33% 3.47% -1.15%
    January 2.08% 2.33% -0.25%
2010
    December 6.28% 6.69% -0.41%
    November -1.36% 0% -1.36%
    October 3.91% 3.82% 0.09%
    September 11.25% 8.96% 2.29%
    August -4.73% -4.5% -0.23%
    July 6.93% 6.83% 0.1%
    June -3.72% -5.17% 1.45%
    May -8.25% -7.95% -0.31%
    April 0.22% 1.55% -1.33%
    March 6.99% 6.09% 0.9%
    February 2.24% 3.12% -0.88%
    January -5.93% -3.63% -2.3%
Fund Statistics
Sharpe Ratio 1.02
Expectancy 30.38%
Fund Volatility 53.15
Benchmark Volatility (SPDR S&P 500 (SPY)) 47.46%
GRAND TOTAL
Total Trades 6 100%
Winning Trades 5 83.3%
Losing Trades 1 16.7%
Odd Trades 0 0%
Max Winning Trade 60.13%
Max Losing Trade -17.88%
Average Winning Trade 32.88%
Average Losing Trade -17.88%
Total DrawDown -17.88%
LONG ONLY
Long Trades 6 100%
Winning Trades 5 83.3%
Losing Trades 1 16.7%
Odd Trades 0 0%
Max Winning Trade 60.13%
Max Losing Trade -17.88%
Average Winning Trade 32.88%
Average Losing Trade -17.88%
DrawDown -17.88%
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 4 Jan 10 21.83 67.89 21.09%
L IPD 4 Jan 10 21.76 0.14 -17.88%
L IXG 4 Jan 10 38.89 67.44 14.68%
L PJP 4 Jan 10 16.66 65.9 29.55%
L VGT 4 Jan 10 52.21 156.87 60.13%
L XBI 4 Jan 10 17.72 86.74 38.96%
Historical Trades
Sym Ent D. Ent P. Cls Mkt P. Fund PnL