Portfolio performance.






As illustrated below, our objective is to outperform major benchmark indices over time such as the S&P500® or Nasdaq®. The performance shown reflects trading results achieved by the founder using personal funds prior to managing external client assets with Baumont Capital LLC.
This track record is updated periodically as the company reports performance results from client accounts.
Disclaimer: Performance results are net of transaction costs but may not reflect advisory fees that would be charged to client accounts. Future performance may vary depending on each client’s investment objectives, risk tolerance, and portfolio parameters.
2021 - Strategy Return: +43%*
2022 - Strategy Return: -14%
2023 - Strategy Return: +54%*
2024 - Strategy Return: +92%*


*Performance for 2023 reflects trading results achieved at a risk level that may differ from that of prospective client accounts which included a majority of U.S tech equity. Past performance does not guarantee future results.
*Performance for 2023 reflects trading results achieved at a risk level that may differ from that of prospective client accounts which moslty included U.S tech equities and Bitcoin. Past performance does not guarantee future results.
*Performance for 2024 reflects trading results achieved at a risk profile that may differ from that of prospective client portfolios. The strategy maintained a substantial allocation to Bitcoin during that period, influenced by market dynamics related to its April 2024 halving event. Future allocations may differ due to adjusted risk-reward ratio. Past performance does not guarantee future results.
*The 2022 strategy performed relatively better than the S&P500® , supported by defensive positioning and cash allocations held in commercial paper and other short-term cash equivalents. Past performance does not guarantee future results.


2025 - Strategy Return: +18%*
*Performance for 2025 reflects trading results achieved under a more conservative approach. The strategy maintained meaningful exposure to U.S. equities while managing risk more cautiously. The primary objective was to preserve the strong returns generated over the previous four years while continuing to compound alongside broader market performance. Past performance is not indicative of future results.


Aggregated Strategy Return Since 2021: +328%*
Cumulative performance since 2021.
Annual performance since 2021.
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Securities offered through Securities America, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org. Advisory Services offered through Securities America Advisors, Inc.
About Us
North Ridgewood Drive
Wichita, KS 67208-


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