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Performance – March 2024

SSI tracking portfolio was up 3.2% in March 2024. A detailed performance breakdown is provided below.

Performance – May 2021

Our tracking portfolio generated 0.8% return during the month and 33% year-to-date. A detailed performance breakdown is provided below.

2021 End of Year Review

The holidays have passed in a blink of an eye and we are back online – starting the new year with a full 2021 SSI review.

Performance – September 2021

Our tracking portfolio returned 0.2% during September 2021 and 53.5% year-to-date. A detailed performance breakdown is provided below.

Performance – August 2022

SSI tracking portfolio rebounded nicely with a +9.3% gain in August. We are now up just over 11% YTD. A detailed performance breakdown is provided below.

Performance – June 2022

Our tracking portfolio to a big dive of -13.3% during June’22 and is down 8.7% YTD. The monthly move was somewhat ahead of the 9.5% decline in the S&P. A detailed performance breakdown is provided below.

Performance – April 2022

Our tracking portfolio has returned +2.6% during Apr’22 and is +10% YTD. A detailed performance breakdown is provided below.

Performance – March 2022

Our tracking portfolio has returned +2.5% during March 2022 and is up 597% since 2017. A detailed performance breakdown is provided below.

Performance – July 2021

Our tracking portfolio generated 1.3% return during July 2021 and 47% year-to-date. A detailed performance breakdown is provided below.

Performance – May 2023

SSI tracking portfolio is up 0.9% in May 2023. A detailed performance breakdown is provided below.

Performance – June 2023

SSI tracking portfolio is up 4.5% in June 2023. A detailed performance breakdown is provided below.

Performance – June 2021

Our tracking portfolio generated 9.5% return during June 2021 and 46% year-to-date. A detailed performance breakdown is provided below.

Performance – November 2023

SSI tracking portfolio was up 1.6% in November 2023. A detailed performance breakdown is provided below.

Performance – December 2023

SSI tracking portfolio was up 0.7% in December 2023. A detailed performance breakdown is provided below.

Performance – January 2024

SSI tracking portfolio was up 1.7% in January 2024. A detailed performance breakdown is provided below.

Performance – April 2024

SSI tracking portfolio was down -1% in April 2024. A detailed performance breakdown is provided below.

Performance – May 2024

SSI tracking portfolio was down -0.8% in May 2024. A detailed performance breakdown is provided below.