October was another solid month for the Oxen Group as we were able to improve four out of our four main Oxen Report portfolios and improve our Earnings Alpha Portfolio to now up near 55% on the year!!! Short-Term Equity is up 25% now, and our long-term Extended Value Portfolio is now up 13%. The Options Portfolio is up over 21% now as well.
Our all-stock Short-Term Equity Portfolio is doing great with just under 70% accuracy and 25% in gains. Earnings Alpha is also cooking at a 54%+ gain! The Options Portfolio has lagged, but it is still outperforming the market at 21%. Our Extended Value Portfolio, which holds long-term equity positions only is now up 13%.
We are looking for these portfolios to continue to be strong through the end of the year!
- Portfolio is at 25% in gains!
The Options Portfolio is a $15,000 starting portfolio that tends to take $1000 – $2000 position sizes. The portfolio has improved 21% this year, and without a few unfortunate positions would be up much more.
Earnings Alpha Portfolio
The Earnings Alpha Portfolio is up 54%, and we believe we are well on our way to around 60-70% this year.