November performance update coming soon

As usual, we’ll be posting a performance update for last month, and we’ll be doing it soon. Just a heads up, our data provider—the IEX Cloud service offered by the Intercontinental Exchange—launched a massive data upgrade on 12/1 (you can read more about their upgrade here), including the addition of 200,000+ symbols and 160+ exchanges globally, expanding their coverage of U.S. and international ETFs, U.S. mutual funds, among other things. We’ll need to wait until that’s complete before posting any data as it looks like one of our Prime picks was inadvertently dropped from their database. Rest assured, that stock didn’t go bust or anything—quite the contrary, it’s a multi-billion-dollar S&P 500 constituent and looks like it was actually up almost 45 percent in November alone. I’m in direct contact with the folks at IEX cloud sorting out the kinks. These sorts of upgrades are to be expected as these real-time data providers grow alongside the quantitative and quantamental investment management clients (and newsletters!).

But for those who can’t wait, some *preliminary* numbers for 11/2-11/30:

• SPC Prime Picks: 17.7%

• SPC Select Picks: 8.1%

• SPDR S&P 500-Tracking “SPY” ETF: 9.6%

• Bogleheads Portfolio (80% VTI, 20% BND): 8.7%