Latest from the Portfolio Armor blog: The Clever Hopes Expire

Tracked Portfolio: January 05, 2023

Tracking Portfolio: $3,000,000.00, 3% Threshold

(This portfolio was hedged against a greater-than-3% 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
*The spike was due to our options data provider not adjusting the put options for the split in SMH. After the spike, our split detection algorithm kicked in and those puts were priced at their intrinsic value. The spike didn't affect the final performance of the portfolio.