• General News

"Pooled Fund (2016 URS)" Maiden Year 15.71% (net) Gain.

Realizing a solid 15.71% (net) yield, achieving an unprecedented performance, Fidelibus Lucrum is delighted to announce results of its maiden year "Pooled Fund (2016 URS)".

Comprehensively outperforming our benchmark S&P 500 Index (Total Return), and the Barclay Hedge Fund Index, as well as the much acclaimed Vanguard Dividend Growth Fund. The Vanguard Dividend Growth Fund was selected as a reference because it’s the one of the best performing funds available anywhere. The fund’s assets have nearly doubled during the last three years and it’s been so successful that Vanguard Is Closing This Incredibly Popular Fund to new Investors.

 Fidelibus Lucrum results show the magnitude of the model developed outperforming its peers equally in down markets (January) as well as in up markets (February) right throughout the year.

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Trading Statistics

209 Total trades, averaging 71.71% profitable trades.
16.28 Average days in trades.
154 (61.60%) Winning v 96 (38.40%) Losing days.
27.61% Bullish v 20.15% Neutral v 52.24% Bearish trades (of which 2.24% were hedging).
10 Profitable months out of 12 (See data above).
15.71% Year end gains (16.67% using the Unit valuation accounting system (time weighted return).
Account net lick % used, Max 80.80% v Min 35.60%

 

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The Manager, Fidelibus Lucrum, Pooled Investment Club.
31 December 2016. 10.36 Eastern.

• General News

"Pooled Fund (2017 URS)" 2nd Year 3.34% (net) Gain.

Realizing 3.34% (net) yield, achieving consistent performances, Fidelibus Lucrum is delighted to announce results of "Pooled Fund (2017 URS)".

2017 proved to be a difficult year to produce any kind of extraordinary alpha as the markets entered a perpetual uptick with extremely low volatility and absolutely no cyclicality. The fund was mostly in cash with a very low participation rate (see below) and the small gains were won at the beginning of the year.

 Fidelibus Lucrum our model was developed to outperform our peers equally in in down markets as well as in up markets with extremely low volatility risk in all market environments throughout the year.

Understanding The Statistics ?

Trading Statistics

84 Total trades, averaging 75.00% profitable trades.
10.75 Average days in trades.
98 (65.77%) Winning v 51 (34.23%) Losing days.
33.33% Bullish v 1.28% Neutral v 65.38% Bearish trades (of which 1.28% were hedging).
7 Profitable months out of 11 (See data above).
3.34% Year end gains (3.21% using the Unit valuation accounting system (time weighted return).
Account net lick % used, Max 51.20% v Min 0.00%
Annual cash participation 10.55%

 

 

Understanding The Statistics ?

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The Manager, Fidelibus Lucrum, Pooled Investment Club.
31 December 2017. 20.11 Eastern.