Marketocracy Portfolio Updated - February 15, 2010
Further updates to Salvador Dali Mutual Fund (SMF) at Marketocracy. Beating the S&P500 by 42.85 percentage points for the last 12 months.
Previous update: http://malaysiafinance.blogspot.com/2010/01/marketocracy-portfolio-update-6-january.html
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| RETURNS | Last Week | 1.40% | Last Month | -7.81% | Last 3 Months | 1.70% | Last 6 Months | 3.74% | Last 12 Months | 74.63% | Last 2 Years | N/A | Last 3 Years | N/A | Last 5 Years | N/A | Since Inception | 21.87% | (Annualized) | 13.55% | | |
RETURNS VS S&P500 | Last Week | 0.43% | Last Month | -1.85% | Last 3 Months | 2.83% | Last 6 Months | -4.48% | Last 12 Months | 42.85% | Last 2 Years | N/A | Last 3 Years | N/A | Last 5 Years | N/A | Since Inception | 32.97% | (Annualized) | 20.84% | | | |
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| alpha/beta vs. S&P500 | | |
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| Alpha | 25.15% | Beta | 1.13 | R-Squared | 0.76 | | | | |
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| turnover | | |
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| Last Month | 0.00% | Last 3 Months | 37.05% | Last 6 Months | 88.44% | Last 12 Months | 405.81% | | | | |
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| Symbol | Shares | Value | Portion of Fund | Inception Return | F | 10,000 | $111,200.00 | 9.13% | 46.99% | MGM | 9,500 | $104,785.00 | 8.60% | 45.75% | Details | BDD | 5,000 | $68,849.50 | 5.65% | 44.08% | Details | NYB | 6,000 | $93,600.00 | 7.68% | 42.39% | Details | NVDA | 5,000 | $86,750.00 | 7.12% | 29.91% | Details | QSII | 1,500 | $83,445.00 | 6.85% | 12.51% | Details | MIDDLE | NATH | 5,000 | $78,250.00 | 6.42% | 8.30% | PLD | 8,118 | $96,360.66 | 7.91% | 7.59% | GE | 4,000 | $62,200.00 | 5.10% | 5.00% | LOW | 3,500 | $77,560.00 | 6.36% | 1.89% | KBW | 4,500 | $120,240.00 | 9.87% | -1.58% | Details | C | 30,000 | $95,400.00 | 7.83% | 14.82% | Details | BAC | 9,000 | $130,050.00 | 10.67% | 16.06% | Details | | |
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