Investment
Up Performance

 

We have investigated equity market, bond market, real estate market, etc. After some testing, we started recording the daily performance of one of our funds named Fund One, at the end of 2016 and the start of 2017. The initial price for one share of Fund One is set to $100. We have set multiple two-part goals for our fund, combining high performance with low risk:

bulletPart 1 is to outperform S&P 500 index (this part is for high performance).
bulletPart 2 is to produce a positive return (this part is for low risk).

According to statistics, most investors are underperformers compared with S&P 500 index. So, if we outperform the S&P 500 index, we also outperform most investors.

We want our fund to perform well, both short term and long term. So we have set our two-part annual goal, two-part quarterly goal, and two-part monthly goal. How many people have met these dual goals 10 years consecutively? 20 years consecutively? We are not aware of anyone. Though it is almost impossible to always meet these dual goals, we will try to meet these goals as much as possible, and we hope we will be one of the best investors.

Our Computer-Aided Goal-Oriented Investing offers multiple advantages. Our software helps us to gather data, make good investment decisions and place trades quickly. Our dual investment goals guide us to seek excellent investment performance with minimum risk.  

We are adaptive and constantly strive to perform better. In 2023, a number of changes were made in investment strategies, tools, etc. Since then, Fund One has significantly outperformed S&P 500. 

Fund One is open to all. You can help us to help you by investing into Fund One. There are no restrictions on the amount of money one can invest into Fund One, or the frequency one can invest money into or withdraw money from Fund One. The projected advantages of Fund One include high performance, low risk, full liquidity and great flexibility. You are welcome to contact us for more details. 

The table below specifically summarizes the fund performance with respect to the goals. Please check here for more information on fund performance.

Legend
missed the goalmet/missed one part of the goalmet the goalnot applicable

 

Fund Performance With Respect To The Goals
date\goal Biannual AnnualQuarterlyMonthly
miss rate33%29%26%28%
2017-01-31
2017-02-28
2017-03-31
2017-04-30
2017-05-31
2017-06-30
2017-07-31
2017-08-31
2017-09-30
2017-10-31
2017-11-30
2017-12-31
2018-01-31
2018-02-28
2018-03-31
2018-04-30
2018-05-31
2018-06-30
2018-07-31
2018-08-31
2018-09-30
2018-10-31
2018-11-30
2018-12-31
2019-01-31
2019-02-28
2019-03-31
2019-04-30
2019-05-31
2019-06-30
2019-07-31
2019-08-31
2019-09-30
2019-10-31
2019-11-30
2019-12-31
2020-01-31
2020-02-29
2020-03-31
2020-04-30
2020-05-31
2020-06-30
2020-07-31
2020-08-31
2020-09-30
2020-10-31
2020-11-30
2020-12-31
2021-01-31
2021-02-28
2021-03-31
2021-04-30
2021-05-31
2021-06-30
2021-07-31
2021-08-31
2021-09-30
2021-10-31
2021-11-30
2021-12-31
2022-01-31
2022-02-28
2022-03-31
2022-04-30
2022-05-31
2022-06-30
2022-07-31
2022-08-31
2022-09-30
2022-10-31
2022-11-30
2022-12-31
2023-01-31
2023-02-28
2023-03-31
2023-04-30
2023-05-31
2023-06-30
2023-07-31
2023-08-31
2023-09-30
2023-10-31
2023-11-30
2023-12-31
2024-01-31
2024-02-29
2024-03-31
2024-04-30
2024-05-31
2024-06-30
2024-07-31
2024-08-31
2024-09-30

  

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