• INCEPTION (12/18/2017)

  • 0.76 YRS
  • AVG. ANNUAL RETURN

  • 9.76%
  • S&P RETURN

  • 14.98%
(DGF) Defensive Growth Fund

DGF Growth of $10,000

DGF Model
DGF Composite
S&P 500

DGF Month By Month (As Of: 08/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec DGF YTD S&P YTD
20185.47%-3.11%-0.29%1.05%0.57%0.19%1.89%2.67%----8.53% 9.94%
2017------------0.99%-0.99% -0.56%
Returns greater than 5%
Returns less than -5%

DGF Top 5 Holdings


Symbol Name Current Price % Fund
QQQ Invesco QQQ Shs $183.71 46.22%
SPY SPDR S&P500 ETF Trust Units $291.99 33.89%
Total 80.11%

DGF Skill Metrics


Over the past years, Aalok has invested in a total of 3 stocks at one time or another and made money on 2 (66.67%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 66.67%
Trading Skills Avg. Gain/Loss Ratio 4.51