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Ascent Capital Management CTA Report
Report Start Date: Jan-2019 - Report End Date: Oct-2024
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Accepting New Investors: Yes Discretionary Trading
Performance Since January 2019
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -0.65% | -1.08% | 0.35% | 0.11% | 2.54% | -1.22% | -1.04% | -1.38% | -0.27% | -2.30% | -1.01% | 2.15% |
| 2020 | -0.58% | -0.11% | 0.64% | 1.73% | -0.78% | -0.98% | -0.77% | 5.46% | 1.83% | 0.66% | 6.87% | 8.40% |
| 2021 | 4.50% | 0.55% | -3.33% | 12.04% | -1.98% | 3.63% | 0.18% | -3.41% | 3.10% | 1.11% | 0.09% | 0.77% |
| 2022 | 4.35% | 6.02% | -1.97% | 3.06% | -3.87% | -6.83% | 4.27% | -0.17% | -2.04% | 1.27% | -0.17% | -1.50% |
| 2023 | -0.83% | -1.79% | -1.14% | -0.75% | -0.44% | 2.20% | -0.68% | -1.79% | -2.22% | -1.66% | -1.14% | -2.12% |
| 2024 | -1.57% | 0.90% | -4.19% | -1.48% | -0.60% | -2.19% | -2.39% | -0.64% | -2.60% | 1.04% | ||
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 YTD | |
|---|---|---|---|---|---|---|
| ROR | -3.84% | 24.13% | 17.61% | 1.65% | -11.75% | -13.01% |
| Max DD | -7.02% | -2.51% | -3.41% | -10.44% | -11.75% | -13.90% |
The Notes Below Are An Integral Part of this Report | Track Record Compiled By: N/A
Program Description: Bocken Trading, LLC is a registered Commodity Trading Advisor formed in February 2011. The program is traded by Megan Bocken. Megan focuses primarily on domestic agricultural commodity futures and options with emphasis on wheat, corn, soybeans, and soybean products. She may, on occa- sion, trade other Ag related markets. Megan gained a thorough understanding of the grain trade by helping to service commercial grain accounts in- cluding both users and producers, and by studying the fundamentals of the grain markets as a research analyst. She currently maintains her own re- search focusing on wheat, corn, and soybeans placing special emphasis on relationships among the different classes of wheat. This includes forecasting both US and world supply and demand of each particular commodity in order to determine value and price trends based on ever-changing market conditions. It also involves a careful and constant monitoring of US and world weather, geopolitical issues, and currency relationships. By combining the factors, Megan is able to make trading decisions that integrate flat price, intra and inter market spreads as well as options strategies. Both long and short positions are utilized, and trades may vary from day-trades to longer term trades depending on the nature of each market. Her focus is funda- mental analysis, but technical analysis is also used to pick entry levels, risk levels, and objectives.
Investment Information
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Trading Strategy |
Market Segment |
| PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. THERE ARE NO GUARANTEES OF PROFIT. PROSPECTIVE CLIENTS SHOULD NOT BASE THEIR DECISION TO INVEST SOLELY ON THE PAST PERFORMANCE PRESENTED HEREIN. |
311 S. Wacker Drive - Suite 600 * Chicago, IL 60606
Office: 312-283-3350 Email: [email protected] | Web Address: http://www.ascentcm.com