The David Jocic Total Return Index (DJTRI) tracks the cumulative performance of my personal investment portfolio. It is designed as a transparent record of my real-world trading and portfolio management decisions over time, and reflects total return after trading costs and fees, but before taxes.
The index captures the total return generated by my investment strategy, including capital appreciation and realized trading results. Unlike hypothetical strategies or backtests, the DJTRI represents actual portfolio results, documenting how my capital has been deployed and managed in live markets across different market environments. The index serves as a long-term reference for evaluating my investment methodology, discipline, and consistency.
The index methodology emphasizes disciplined risk management and capital efficiency, with a focus on liquid, listed instruments and options-based strategies. Position sizing, exposure, and adjustments are driven by risk parameters, volatility, and option pricing dynamics rather than short-term market predictions. The index value is calculated on a total-return basis after fees, but before taxes, to maintain both realism and comparability over time.
The David Jocic Total Return Index is provided for informational and analytical purposes only. It is not an investment product, does not represent an offer or solicitation to buy or sell securities, and should not be construed as investment advice, financial advice, or a recommendation of any kind. Past performance is not indicative of future results. Options and derivatives trading involve significant risk and may not be suitable for all investors. Any individual or entity using this index should consult qualified financial, legal, and tax professionals before making investment decisions. The index reflects my personal portfolio and does not represent the results of managing assets on behalf of clients.