Investor Ballew Advisors, Inc

Investor Performance

Ballew Advisors, Inc investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Ballew Advisors, Inc) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2026-03-31 177,418 177,365
2025-12-31 179,155 177,418
2025-09-30 168,460 179,155
2025-06-30 149,115 168,460
2025-03-31 156,727 149,115
2024-12-31 149,017 156,727
2024-09-30 150,952 149,017
2024-06-30 144,927 150,952
2024-03-31 133,082 144,927
2023-12-31 121,486 133,082
2023-09-30 138,441 121,486
2023-06-30 137,170 138,441
2023-03-31 130,556 137,170
2022-12-31 111,456 130,556
2022-09-30 109,567 111,456
2022-06-30 130,957 109,567
2022-03-31 143,664 130,957
2021-12-31 136,120 143,664
2021-09-30 144,120 136,120
2021-06-30 271,412 144,120
2021-03-31 129,641 271,412
2020-12-31 117,922 129,641
2020-09-30 101,844 117,922
2020-06-30 88,548 101,844
2020-03-31 116,752 88,548
2019-12-31 109,677 116,752
2019-09-30 109,988 109,677
2019-06-30 108,668 109,988
2019-03-31 106,462 108,668
2018-12-31 109,177 106,462
2018-09-30 88,736 109,175
2018-06-30 114,432 88,736
2018-03-31 100,804 114,432
2017-12-31 100,804