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Marketocracy Portfolio Updated - December 8, 2009
Value: $1,244,343.67 | Cash: $98,971.05 | NAV: $12.44 | |
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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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| MTD | YTD | SMF | 3.17% | 70.43% | S&P 500 | 0.97% | 25.27% | DOW | 0.43% | 18.37% | Nasdaq | 2.32% | 39.14% | | | |
recent returns | |
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| RETURNS | Last Week | 4.11% | Last Month | 9.05% | Last 3 Months | 3.46% | Last 6 Months | 8.05% | Last 12 Months | 93.60% | Last 2 Years | N/A | Last 3 Years | N/A | Last 5 Years | N/A | Since Inception | 22.83% | (Annualized) | 16.27% | | | S&P500 RETURNS | Last Week | 1.36% | Last Month | 5.93% | Last 3 Months | 9.36% | Last 6 Months | 18.90% | Last 12 Months | 34.15% | Last 2 Years | N/A | Last 3 Years | N/A | Last 5 Years | N/A | Since Inception | -8.92% | (Annualized) | -6.62% | | | RETURNS VS S&P500 | Last Week | 2.75% | Last Month | 3.12% | Last 3 Months | -5.90% | Last 6 Months | -10.85% | Last 12 Months | 59.45% | Last 2 Years | N/A | Last 3 Years | N/A | Last 5 Years | N/A | Since Inception | 31.75% | (Annualized) | 22.89% | | | |
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| alpha/beta vs. S&P500 | | |
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| Alpha | 25.58% | Beta | 1.14 | R-Squared | 0.76 | | | | |
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| turnover | | |
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| Last Month | 16.86% | Last 3 Months | 62.34% | Last 6 Months | 152.60% | Last 12 Months | 410.23% | | | | |
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| Symbol | Price | Shares | Value | Portion of Fund | Inception Return | BDD | $15.72 | 5,000 | $78,600.00 | 6.22% | 53.98% | MGM | $10.58 | 9,500 | $100,506.20 | 8.21% | 42.69% | Details | F | $8.92 | 10,000 | $89,225.00 | 7.13% | 34.05% | Details | PLD | $13.84 | 8,118 | $112,353.12 | 9.05% | 25.45% | Details | NYB | $13.39 | 6,000 | $80,340.00 | 6.55% | 22.22% | Details | NVDA | $16.00 | 5,000 | $80,000.00 | 6.41% | 19.80% | Details | MIDDLE | QSII | $61.35 | 1,500 | $92,025.00 | 7.50% | 19.66% | SNV | $2.43 | 25,000 | $60,750.00 | 4.63% | 15.40% | GE | $16.10 | 4,000 | $64,400.00 | 5.19% | 8.72% | LOW | $22.81 | 3,500 | $79,835.00 | 6.44% | 4.87% | JNPR | $27.36 | 2,000 | $54,720.00 | 4.37% | 3.40% | Details | PSQ | $45.41 | 3,000 | $136,230.00 | 10.98% | 0.30% | Details | KBW | $25.30 | 4,500 | $113,850.00 | 9.34% | -6.81% | Details | | |
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