Author Topic: BlueVestment Actual Returns  (Read 148 times)

sensij

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BlueVestment Actual Returns
« on: August 01, 2017, 01:44:04 PM »
Would it be worthwhile to post actual returns from my Lending Club accounts with note selection performed by BlueVestment?  Would any BlueVestment representatives active in this forum object to me sharing these results?

I have two accounts...  a Traditional IRA (using BP Moderate) and a Roth IRA (using BP aggressive).  Each account has over 1000 notes, which should give a decent sample size to judge by.

The following are relatively easily to pull out.  Are there more stats that would help convey the status/performance of these accounts?

Traditional IRA stats, using the BP Moderate filter:
ANAR: 7.99%
WAIR: 10.98%
Weighted average age: 4.0 mo.
Number of notes: 1965
A: 18.3%
B: 47.1%
C: 34.6%
36 month: 91.6%
60 month: 8.4%
Principal: 89,847.81
IGP: 10 - 718.08
16-30: 4 - 97.03
31-120: 7 - 516.36
Fully paid: 52 - 26.11
Adjusted principal: 89,218.30
Adjusted account value: 89,233.09

Roth IRA stats, using the BP Aggressive filter:
ANAR: 14.71%
WAIR: 23.19%
Weighted average age: 3.5 mo.
Number of notes: 1288
C: 0.1%
D: 37.1%
E: 42.9%
F: 13.3%
G: 6.6%
36 month: 80.8%
60 month: 19.2%
Principal: 35,814.74
IGP: 21 - 597.33
16-30: 7 - 282.50
31-120: 17 - 516.41
Fully paid: 72 - 24.25
Adjusted principal: 35,115.23
Adjusted account value: 35,126.49
« Last Edit: August 03, 2017, 05:49:40 PM by sensij »

Rob L

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Re: BlueVestment Actual Returns
« Reply #1 on: August 01, 2017, 06:35:52 PM »
Hey, sure. The more info the better. That's what we're here for.

sensij

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Re: BlueVestment Actual Returns
« Reply #2 on: August 03, 2017, 05:51:52 PM »
Ok, I edited the first post with data as of 8/1.  With the "understanding your returns thread" winding down, I'll just try to update this thread monthly.

Rob L

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Re: BlueVestment Actual Returns
« Reply #3 on: August 03, 2017, 06:41:17 PM »
Yeah, that's the best place to post this.