Quarterly Report Q2 2023 (+6.79%)

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This Quarter Result M6+: 6.79%

Average Monthly (2023) Result M6+: 1.95%

Year-to-date (2023) Result M6+: 11.75

Please download the full Quarterly report, by clicking the button left.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

June 2023 Result M6+ (+2.36%)
 

This Month Result M6+: 2.36%

Average Monthly (2023) Result M6+: 1.95%

Year-to-date (2023) Result M6+: 11.75%

Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL). Year-to-date performance is slightly below annualized target, but the year has still plenty of opportunities, another 6 month to go.

 

Draw-down (floating loss) is still bit higher than usual, though still within the envelope.

 

We do expect decent profit in coming months.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

May 2023 Result M6+ (+2.22%)
 

This Month Result M6+: 2.22%

Average Monthly (2023) Result M6+: 1.77%

Year-to-date (2023) Result M6+: 9.18%

Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL). Year-to-date performance is slightly below annualized target, but the year has still plenty of opportunities.

 

Draw-down (floating loss) is still bit higher than usual, though still within the envelope.

 

We do expect decent profit in coming months

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

April 2023 Result M6+ (+1.56%)
 

This Month Result M6+: 1.56%

Average Monthly (2023) Result M6+: 1.70%

Year-to-date (2023) Result M6+: 6.65%

Comment: Monthly performance is below the monthly target. (Cautious Ambition Level - CAL). Year-to-date performance is slightly below annualized target, but the year is still pretty young. Draw-down (floating loss) is still bit higher than usual, but within the envelope. We do expect decent profit in coming months

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

Quarterly Report Q1 2023 + 5.09%

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This Quarter Result M6+: 5.09%

Average Monthly (2023) Result M6+: 1.70%

Year-to-date (2023) Result M6+: 5.09%

Please download the full Quarterly report, by clicking the button left.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

March 2023 Result M6+ (+0.57%)

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This Month Result M6+: 0.57%

Average Monthly (2023) Result M6+: 1.70%

Year-to-date (2023) Result M6+: 5.09%

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Comment: Monthly performance is below the monthly target. (Cautious Ambition Level - CAL). Year-to-date performance is slightly below annualized target, but the year is still young. Draw-down (floating loss) is still bit higher than usual, but still within the envelope.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

February 2023 Result M6+ (+1.98%)

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This Month Result M6+: 1.98%

Average Monthly (2023) Result M6+: 2.26%

Year-to-date (2023) Result M6+: 4.52%

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Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

January 2023 Result M6+ (+2.54%)

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This Month Result M6+: 2.54%

Average Monthly (2023) Result M6+: 2.54%

Year-to-date (2023) Result M6+: 2.54%

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Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

Quarterly Report Q4 2022, +7.62%

 

Current Year +30.11%

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This Quarter Result M6+: 7.62%

Average Monthly (2022) Result M6+: 2.32%

Year-to-date (2022) Result M6+: 30.11%

Please download the full Quarterly report, by clicking the button left.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

December 2022 Results M6+ (+3.00%)

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This Month Result M6+: 3.00%

Average Monthly (2022) Result M6+: 2.51%

Year-to-date (2022) Result M6+: 30.11%

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Comment: 2022 has been a stormy year with the war in Ukraine, central bank interest rate increases, and commodity scarcity. However we are happy to note that our CCRMS (Conzept Cybernetic Risk Management System) has kept our leverage low and our booked profit is above our profit target.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

November 2022, Booked Result +2.14%

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This Month Result M6+: 2.14%

Average Monthly (2022) Result M6+: 2.46%

Year-to-date (2022) Result M6+: 27.11%

 

Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL).

 

Year-to-date performance is above the annualized target (27.11% through 11 months compared to 25% annualized target).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

October 2022, Booked Results +4.13%

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This Month Result M6+: 4.13%

Average Monthly (2022) Result M6+: 2.50%

Year-to-date (2022) Result M6+: 24.97%

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Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL).

 

Year-to-date performance is above the annualized target (24.97% through 10 months compared to 25% annualized target).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

Quarterly Report Q3 2022 + 7.62%

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Current Year +20.84%
 

This Quarter Result M6+: 7.62%

Average Monthly (2022) Result M6+: 2.32%

Year-to-date (2022) Result M6+: 20.84%

Please download the full Quarterly report, by clicking the button left.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

September 2022, Booked Result +2.13%

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This Month Result M6+: 2.13%

Average Monthly (2022) Result M6+: 2.32%

Year-to-date (2022) Result M6+: 20.84%

Comment: Monthly performance is within the monthly target. (Cautious Ambition Level - CAL).

 

Year-to-date performance is a snip above to the annualized target (20.84% through 9 months compared to 25% annualized target).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

August 2022, Booked Result + 3.01%

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This Month Result M6+: 3.01%

Average Monthly (2022) Result M6+: 2.34%

Year-to-date (2022) Result M6+: 18.71%

 

Comment: Monthly performance is within the monthly target envelope of 2.1% (CAL).

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

July 2022, Booked Result +3.83%

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This Month Result M6+: 3.83%

Average Monthly (2022) Result M6+: 2.25%

Year-to-date (2022) Result M6+: 15.70%

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Comment: Performance within target envelope.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).

2019 - 2022

 

For monthly, quarterly, and annual results please refer to our quarterly reports which provide information back to 2019. So do our Result Dashboard 2019 - Up to Date.

 

Commentary for monthly and quarterly periods are available from July 2022.

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Conzept Strategy Suite Horizon M6+ targets 25% annual profit running at Cautious Ambition Level (CAL).