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 |
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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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| ![[download spreadsheet]](https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_t69F6O-gu6Rh4oczRannWvvzgIRZDqD3QhkaPIHMwQv1BEnL3rsdxtZ3RekLeN5hP2qXnnTrrCIPTP_D770URv8QrORzA6lEBuJ0z2bpdxXx5O0vfS42NX9t0rDwoWad7bHAxGWa61Uubu1g=s0-d) |
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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 |
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| 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
Title: Marketocracy Portfolio Updated
Posted by:Iwanr
Published :2009-07-27T18:04:00-07:00
Rating: 3.5
Reviewer: 5 Reviews
Marketocracy Portfolio Updated
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