Tracked Portfolio: November 30, 2017

Tracking Portfolio: $1,063,591.89, 6% Threshold

(This portfolio was hedged against a greater-than-6% 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 three underlying securities. Correcting those starting values led to a negative cash position of $63,594.59 due to our starting portfolio value being fixed at $1,000,000. To correct for that, we added $63,594.59 to both the hedged portfolio and to the SPY comparison at the start.