Tracked Portfolio: November 30, 2017

Tracking Portfolio: $1,038,266.38, 20% Threshold

(This portfolio was hedged against a greater-than-20% decline)

Portfolio Armor
Annualized IRR: % CHANGE: %

Value: $

Comparison (SPY)
Annualized IRR: % CHANGE: %

Value: $

Show/Hide Positions

Cash: $

Underlying Security Underlying Security Value + Put Option Value - Call Option Value = Net Position Value
$
Cash $
$
Exited Positions
*After creating this portfolio, a change in data providers revealed that we had the wrong starting values for two underlying securities. Correcting those starting values led to a negative cash position of $38,318.14 due to our starting portfolio value being fixed at $1 million. To correct for that, we added $38,318.14 to both the hedged portfolio and to the SPY comparison at the start.