What is the average yearly return for the Sleep Well Portfolio?

[MarioM]

For example in the image on the sales page of the Sleep Well Portfolio, I saw a 30%+ return for one year. This is a very good yearly return rate, but can one get this consistently?

Thanks!

 

[tom]

I think the historical CAGR for the unleveraged SWP is just over 13%. The leveraged versions are higher. The AWAKE portfolio which is coming out next month I think has really nice CAGR data. Wayne will have to give us the details though.

 

[DaveJ]

Hi guys - well....my results have not reflected those stats, not even close. Matter of fact, I sit at an overall loss since my entry 6/1 this year. I've followed along every week until more recently where I didn't believe how fast the sleepwell portfolio was moving in and out of positions. The whipsawing from 2 months ago, hurt the value. The last 4 or so weeks I moved to the 2X leveraged portfolio to attempt to lift the PnL. I guess it really depends on when you started.

 

[MarioM]

Hi guys - well....my results have not reflected those stats, not even close. Matter of fact, I sit at an overall loss since my entry 6/1 this year. I've followed along every week until more recently where I didn't believe how fast the sleepwell portfolio was moving in and out of positions. The whipsawing from 2 months ago, hurt the value. The last 4 or so weeks I moved to the 2X leveraged portfolio to attempt to lift the PnL. I guess it really depends on when you started.

Hopefully, it works out for you.

Thanks for the information.

 

[tom]

HI Mario. I think of the Sleep Well Portfolio as something more for an investor instead of a trader. You need to look at longer time frames. Five months isn't a long enough time to evaluate it imo.

 

[MarioM]

Hi Tom, I was looking to withdraw from it, once every 2-3 years.

 

[Wayne]

Hi All,

Due to the averaging function and when gains show up, it does depend on when you get in for short-term results. Over time everyone will achieve the mean though. The 1x SWP will trail the S&P 500 when the S&P goes up with no meaningful correction. The SWP will outperform in higher volatility and macro shifts. All in all, it's a great alternative to taking the crazy risk that stocks have, for the return. The average return for SWP is...

2007-2021	AYR	Max DD	R/R
SPY	10.48%	-48.76%	0.21
SWP	13.38%	-10.79%	1.24
SWP 2x	27.99%	-20.26%	1.38
SWP 3x	37.24%	-26.33%	1.41
SWP LUHW	29.66%	-20.50%	1.45

Below is a Equity chart so you can see times of under and over performance.

 

[GaryB]

I also started this summer, and my account is up slightly. I got lucky on timing when to switch from 1x to 2x and got the nice UWM bounce.

So I had a little beginners luck.