Tuesday, July 28, 2009

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.com



Rankings Report for salvadordali's Mutual Fund July 27, 2009
left curve my fund rankings right curve


For the six month period ending June 30, 2009 your fund outperformed 99.5% of the other funds on our site.

price history right curve


[download spreadsheet]


graph of fund vs. market indexes
SMF m100 S&P 500 DJIA Nasdaq






left curve recent returns vs. major indexes right curve



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 right curve


RETURNS
Last Week 3.99%
Last Month 5.91%
Last 3 Months 23.99%
Last 6 Months 74.88%












S&P500 RETURNS
Last Week 4.16%
Last Month 8.85%
Last 3 Months 13.71%
Last 6 Months 19.29%












RETURNS VS S&P500
Last Week -0.16%
Last Month -2.95%
Last 3 Months 10.28%
Last 6 Months 55.59%















left curve alpha/beta vs. S&P500 right curve


Alpha 45.75%
Beta 1.22
R-Squared 0.81



left curve turnover right curve


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%

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%



p/s photo: Chrissie Chau

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