Below is a summary of all trades since inception of The MTG Stalk Sheet in November 2004. Note that the returns for the most recent quarter may include the "marked to market" value of all open positions as of the last day of the most recent completed month (shown in the last column). The difference in actual closing prices for open positions will be adjusted when positions are closed in the following month.
Click on any period below to view individual trade detail that comprised the quarter:
| Q1 - 2012 | 15.62 | 113.30% | 4.20% | $2,101 | $293 | ($123) | 2.38 | 8 | 2 | 80% | |
| Q4 - 2011 | | 104.70% | -1.92% | ($960) | $273 | ($171) | 1.60 | 4 | 12 | 25% | |
| Q3 - 2011 | | 108.70% | 2.15% | $1,076 | $282 | ($182) | 1.55 | 9 | 8 | 53% | |
| Q2 - 2011 | | 104.29% | 1.29% | $646 | $276 | ($214) | 1.29 | 7 | 6 | 54% | |
| Q1 - 2011 | | 101.69% | 3.20% | $1,600 | $313 | ($182) | 1.71 | 8 | 5 | 62% | |
| Q4 - 2010 | | 95.44% | 3.95% | $3,945 | $647 | ($281) | 2.30 | 10 | 9 | 52% | |
| Q3 - 2010 | | 88.01% | 2.94% | $2,939 | $649 | ($484) | 1.34 | 9 | 6 | 60% | |
| Q2 - 2010 | | 82.64% | -2.11% | ($2,107) | $317 | ($250) | 1.27 | 6 | 16 | 27% | |
| Q1 - 2010 | | 86.58% | 2.67% | $2,665 | $637 | ($312) | 2.04 | 13 | 18 | 42% | |
| Q4 - 2009 | | 81.73% | 4.57% | $4,570 | $539 | ($302) | 1.78 | 18 | 17 | 51% | |
| Q3 - 2009 | | 73.78% | 5.13% | $5,130 | $723 | ($272) | 2.66 | 15 | 21 | 42% | |
| Q2 - 2009 | | 65.30% | 0.53% | $503 | $549 | ($243) | 2.26 | 12 | 25 | 32% | |
| Q1 - 2009 | | 64.43% | -0.99% | ($990) | $518 | ($289) | 1.79 | 7 | 16 | 30% | |
| Q4 - 2008 | | 66.08% | -2.99% | ($2,993) | $452 | ($313) | 1.44 | 10 | 24 | 29% | |
| Q3 - 2008 | | 71.20% | 1.31% | $1,313 | $558 | ($299) | 1.87 | 12 | 18 | 40% | |
| Q2 - 2008 | | 68.98% | 7.62% | $7,620 | $749 | ($315) | 2.38 | 19 | 21 | 48% | |
| Q1 - 2008 | | 57.02% | -3.58% | ($3,581) | $534 | ($328) | 1.62 | 16 | 37 | 30% | |
| Q4 - 2007 | | 62.85% | 12.02% | $12,015 | $690 | ($349) | 1.97 | 26 | 17 | 61% | |
| Q3 - 2007 | | 45.37% | 14.01% | $14,005 | $748 | ($326) | 2.29 | 27 | 19 | 59% | |
| Q2 - 2007 | | 27.51% | 7.96% | $7,957 | $836 | ($305) | 2.74 | 19 | 26 | 42% | |
| Q1 - 2007 | | 18.11% | -2.66% | ($2,658) | $807 | ($508) | 1.59 | 20 | 37 | 35% | |
| Q4 - 2006 | | 21.34% | 1.32% | $1,321 | $546 | ($315) | 1.73 | 18 | 27 | 40% | |
| Q3 - 2006 | | 19.75% | 5.20% | $5,199 | $656 | ($372) | 1.76 | 21 | 22 | 49% | |
| Q2 - 2006 | | 13.83% | -3.24% | ($3,237) | $662 | ($544) | 1.21 | 14 | 23 | 38% | |
| Q1 - 2006 | | 17.17% | 2.71% | $2,713 | $480 | ($405) | 1.19 | 20 | 17 | 54% | |
| Q4 - 2005 | | 14.08% | 3.85% | $3,846 | $783 | ($460) | 1.70 | 19 | 24 | 44% | |
| Q3 - 2005 | | 9.85% | 5.58% | $5,580 | $909 | ($468) | 1.94 | 19 | 25 | 43% | |
| Q2 - 2005 | | 4.05% | -3.53% | ($3,533) | $905 | ($425) | 2.13 | 13 | 36 | 27% | |
| Q1 - 2005 | | 7.86% | 8.93% | $8,929 | $839 | ($416) | 2.02 | 29 | 37 | 44% | |
| Q4 - 2004 | | -0.98% | -0.98% | ($983) | $1,093 | ($800) | 1.37 | 13 | 19 | 41% | |
NOTE: All trades entered prior to August 1, 2005 were initially based on a model account size of only $50,000. In order to make a fair comparison with the model account of $100,000 from August 2005 to January 2011, the share size on every trade prior to that date has been doubled and is reflected in the performance results above. In January 2011, we reverted back to a model account size of $50,000.
Please e-mail editors@morpheustrading.com if you have any questions or comments on the performance results.
Hypothetical results - The performance results and share sizes reported are hypothetical and for educational purposes only. The goal is for a trader to learn how to properly manage risk in their own accounts. Unlike the actual performance record of the Morpheus Capital hedge fund, these hypothetical results do not represent actual trading. Realistic execution prices are used, but trades have not actually been executed. Therefore, results may vary due to market factors including lack of liquidity, slippage, and commissions. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those reported. Morpheus Trading Group may or may not have actual positions in the ETF and stock trades it presents to subscribers. Similarly, the Morpheus Capital hedge fund is typically positioned in many more trades than are actually presented to newsletter subscribers.
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