Track Record 09/23/2026

TRACK RECORD OF AVI STRATEGIES. September 23, 2026.

Another month has passed since we began tracking the actual investment results of the AVI strategies on live accounts at Interactive Brokers. Let’s take a look at the latest results.

There are seven strategies in total. Five of them are growth-oriented: INDIGO, GREEN, YELLOW, POWER, and EMERALD. One - STABILITY - is designed for growth with low risk. And one more - DIV - is designed for a stable cash flow of dividends that grows over time.

Here are screenshots showing the performance of assets in our IB brokerage accounts, each of which is used to implement one of the AVI strategies:

Let’s discuss the results of the strategies for the past period. They are presented in four tables.

Table 1 - strategies that we launched and began monitoring on October 22, 2024. They are aimed at growth that significantly outpaces the market. Twenty-⁠two months have passed. Take a look at the results.

On average, the return on these three strategies over 23 months was 67.34%. The total return for an investor who invests in all three strategies significantly exceeds the return for an investor who invests in the S&P 500 market index.

Table 2 presents the results for two new strategies that we launched on October 22, 2025. They, too, are aimed at high growth.

We hope that the growth from these strategies will be higher than that of the three strategies in Table 1. But so far, we’ve only tracked them for 11 months. It’s still too early to draw conclusions. Taken together, both strategies are outperforming the market, although one is lagging significantly behind the market while the other has surged ahead.

Table 3 presents a strategy designed not for exceptional growth, but for stable growth.

According to our forecasts, this strategy’s growth may be slightly higher than the market’s, while its volatility will be lower. That’s roughly what we’re seeing right now. There’s no reason to assume this trend will continue. We’ll keep an eye on it.

Finally, Table 4 presents the dividend strategy.

The portfolio currently has virtually zero price growth. And most likely, it won’t improve in this regard in the future either. It has a different goal - a steady cash flow of dividends into the investor’s pocket. Only the portfolio’s price dynamics are shown here. We’ll show later how the dividend flow performed month by month; there’s no point in doing so now, as the data set is too small.

In a month, we’ll be marking a sort of anniversary. The observation period for some strategies will be two years, while for others it will be one year. Of course, this is a short period. But we’ll summarize some of the results.