Marketocracy Portfolio Updated
For the period ended 31 March 2009, my Marketocracy fund beat 97.8% of the participants. Thankfully, the record for the period ended 30 June 2009 saw my fund improving further to beat 99.5% of the participating funds.
The last 3 months saw S&P500 rising by 13.71%, my fund rose by 23.99%. The last 6 months saw S&P500 rising by 19.29%, my fund rose by 77.88%.Sigh... I should really get back to fund mgmt ... ok head hunters, email me at malaysiafinance@gmail.comRankings Report for salvadordali's Mutual Fund | July 27, 2009 |
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| For the six month period ending June 30, 2009 your fund outperformed 99.5% of the other funds on our site.
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price history | |
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| | SMF | m100 | S&P 500 | DJIA | Nasdaq |
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| recent returns vs. major indexes | | |
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| Beating | Today | YTD | SMF |
| 0.71% | 58.73% | S&P 500 | | -0.21% | 10.02% | DOW | | -0.22% | 3.61% | Nasdaq | | -0.40% | 24.66% | | | |
recent returns | |
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| RETURNS | Last Week | 3.99% | Last Month | 5.91% | Last 3 Months | 23.99% | Last 6 Months | 74.88% |
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| | | S&P500 RETURNS | Last Week | 4.16% | Last Month | 8.85% | Last 3 Months | 13.71% | Last 6 Months | 19.29% |
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| | | RETURNS VS S&P500 | Last Week | -0.16% | Last Month | -2.95% | Last 3 Months | 10.28% | Last 6 Months | 55.59% |
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| alpha/beta vs. S&P500 | | |
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| Alpha | 45.75% | Beta | 1.22 | R-Squared | 0.81 | | | | |
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| turnover | | |
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| Last Month | 21.90% | Last 3 Months | 82.87% | Last 6 Months | 298.38% | Last 12 Months | 371.48% | | | | |
| Symbol | Price | Shares | Portion of Fund | Inception Return | BAC | $13.02 | 6,000 | 6.78% | 28.77% | STT | $49.25 | 2,000 | 8.57% | 42.52% |
| ACTG | $8.10 | 12,000 | 8.45% | 36.81% |
| MGM | $7.81 | 14,000 | 9.47% | 21.77% |
| F | $6.99 | 20,000 | 12.10% | 17.38% |
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| BDD | $10.15 | 11,000 | 9.71% | 13.35% | QSII | $54.85 | 1,500 | 7.17% | 11.52% | LVLT | $1.70 | 40,000 | 5.91% | 10.78% | WFR | $18.63 | 6,000 | 9.66% | 5.69% | SXE | $30.69 | 3,000 | 8.00% | 4.67% |
| JEC | $43.02 | 1,500 | 5.59% | 2.92% |
| STAR | $23.88 | 3,500 | 7.27% | -0.07% |
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p/s photo: Chrissie Chau
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