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Total Value: $4,339,079.90 Cash Value: -$1,184.90 Stock Value: $4,340,264.80 Shares: 100,000 Price: $43.39
Fund Performance for ahknaten   September 01, 2014
left curve  price history right curve
   
graph of fund vs. market indexes
KGLO S&P 500 Nasdaq
    Graph Period: [7 Days] [30 Days] [90 Days] [6 Months] [1 Year] [2 Years] [3 Years]
[4 Years] [5 Years] [Since Inception]
     
left curve  fund information right curve
   
Fund Manager:    ahknaten Inception:    Feb 12, 2003
Description:
Quant screen-valuation approach utilized. Stocks screened with parameters chosen from academic research -- relating to value, growth, smart money, and momentum. For the valuation I have used 'eVal' by Richard Sloan and Russell Lundholm. As for software, I'd strongly recommend FactSet for screening and AFGview for valuation. But, now for this portfolio, I'll be using StockInvestor Pro (unless somehow I can buy FactSet at home?). Look at http://www.earningstorpedo.com for some potential stock ideas. This fund has non US firms. Check out KAI for a US fund. Sometimes I'm right, sometimes I'm wrong with my stock picks. I just hope I'm right more than I'm wrong, and I hope I'm right before I'm wrong. And, my stock opinions are mine alone. They don't reflect anyone or anything else around me.
     
left curve  Club Memberships right curve
   
Name Members  
The Trading Floor 3 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Energy 7%
Financials 29%
Industrials 16%
Information Technology 31%
Materials 6%
Telecommunications 8%
Utilities 4%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 3%
Large Cap Value 11%
Mid Cap Growth 16%
Mid Cap Value 3%
Small Cap Growth 8%
Small Cap Blend 3%
Small Cap Value 14%
Micro Cap Growth 7%
Micro Cap Blend 4%
Micro Cap Value 13%
   
 
  Value Blend Growth  
Large 11% 0% 3% 14%
Medium 3% 0% 16% 19%
Small 14% 3% 8% 25%
Micro 13% 4% 7% 24%
  41% 7% 34%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.12%
Last Month -0.31%
Last 3 Months -0.04%
Last 6 Months -1.55%
Last 12 Months 23.45%
Last 2 Years 55.41%
Last 3 Years 39.66%
Last 5 Years 43.64%
Since Inception 333.98%
(Annualized) 13.55%
S&P500 RETURNS
Last Week 0.80%
Last Month 1.93%
Last 3 Months 4.68%
Last 6 Months 8.84%
Last 12 Months 24.86%
Last 2 Years 48.28%
Last 3 Years 76.32%
Last 5 Years 116.35%
Since Inception 209.77%
(Annualized) 10.28%
RETURNS VS S&P500
Last Week -0.67%
Last Month -2.24%
Last 3 Months -4.72%
Last 6 Months -10.40%
Last 12 Months -1.41%
Last 2 Years 7.13%
Last 3 Years -36.66%
Last 5 Years -72.70%
Since Inception 124.21%
(Annualized) 3.27%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2014 Kai Petainen's non-US fund outperformed 89.8% of the other funds on our site.
     
    Kai Petainen's non-US fund has been in the m100 (the list of the overall top 100 funds on our site) 21 times
     
    Kai Petainen's non-US fund has been in the m10 (the list of the overall top 10 funds on our site) 6 times
     
   
ALL RANKINGS FOR Kai Petainen's non-US fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Jun 30, 2003 N/C N/C
Sep 30, 2003 47.5% 5.8% N/C
Dec 31, 2003 98.4% 94.9% Q: Top Quartile 64.2%
Mar 31, 2004 82.6% 92.7% Q: Top Quartile 97.0% Q: Top Quartile N/C
Jun 30, 2004 91.8% 50.1% 90.1% Q: Top Quartile 84.2% Q: Top Quartile
Sep 30, 2004 92.6% 93.6% Q: Top Quartile 94.0% Q: Top Quartile 98.8% Q: Top Quartile
Dec 31, 2004 96.1% 71.2% 96.1% Q: Top Quartile 98.1% Q: Top Quartile
Mar 31, 2005 31.7% 91.6% Q: Top Quartile 95.2% Q: Top Quartile 97.5% Q: Top Quartile N/C
Jun 30, 2005 68.0% 43.0% 83.4% Q: Top Quartile 95.8% Q: Top Quartile 96.0% Q: Top Quartile
Sep 30, 2005 92.0% 97.3% Q: Top Quartile 95.6% Q: Top Quartile 97.6% Q: Top Quartile #99 T: Top Ranked
Dec 31, 2005 75.0% 78.0% Q: Top Quartile 97.9% Q: Top Quartile 97.9% Q: Top Quartile #84 T: Top Ranked
Mar 31, 2006 23.4% 92.0% Q: Top Quartile 93.9% Q: Top Quartile 97.1% Q: Top Quartile #89 T: Top Ranked 94.0% Q: Top Quartile
Jun 30, 2006 78.4% 64.9% 93.4% Q: Top Quartile 97.8% Q: Top Quartile 98.7% Q: Top Quartile #90 T: Top Ranked
Sep 29, 2006 54.3% 73.7% 78.1% Q: Top Quartile 97.9% Q: Top Quartile #40 T: Top Ranked #23 T: Top Ranked
Dec 29, 2006 96.5% 92.7% Q: Top Quartile 95.2% Q: Top Quartile 98.2% Q: Top Quartile #60 T: Top Ranked #21 T: Top Ranked
Mar 30, 2007 74.4% 43.1% 83.4% Q: Top Quartile 90.5% Q: Top Quartile 98.8% Q: Top Quartile #43 T: Top Ranked
Jun 29, 2007 94.1% 97.0% Q: Top Quartile 91.5% Q: Top Quartile 97.8% Q: Top Quartile #81 T: Top Ranked #34 T: Top Ranked
Sep 28, 2007 69.0% 59.4% 90.6% Q: Top Quartile 92.6% Q: Top Quartile 98.3% Q: Top Quartile #56 T: Top Ranked
Dec 31, 2007 2.9% 32.8% 43.4% 74.7% 94.9% Q: Top Quartile 98.1% Q: Top Quartile
Mar 31, 2008 24.0% 24.1% 47.8% 80.7% Q: Top Quartile 91.6% Q: Top Quartile 97.2% Q: Top Quartile N/C
Jun 30, 2008 24.5% 27.6% 18.2% 41.4% 81.7% Q: Top Quartile 95.0% Q: Top Quartile 97.4% Q: Top Quartile
Sep 30, 2008 54.0% 38.2% 19.7% 15.8% 71.8% 94.8% Q: Top Quartile #53 T: Top Ranked
Dec 31, 2008 44.1% 74.0% 55.1% 36.9% 64.9% 92.6% Q: Top Quartile #21 T: Top Ranked
Mar 31, 2009 31.5% 50.6% 70.4% 46.0% 67.5% 82.2% Q: Top Quartile #50 T: Top Ranked
Jun 30, 2009 63.6% 98.5% Q: Top Quartile 97.3% Q: Top Quartile 97.8% Q: Top Quartile 92.7% Q: Top Quartile 98.7% Q: Top Quartile #14 T: Top Ranked
Sep 30, 2009 73.9% 90.3% Q: Top Quartile 98.0% Q: Top Quartile 99.3% Q: Top Quartile 98.2% Q: Top Quartile 98.9% Q: Top Quartile #14 T: Top Ranked
Dec 31, 2009 24.4% 36.7% 82.8% Q: Top Quartile 97.0% Q: Top Quartile 96.8% Q: Top Quartile 98.4% Q: Top Quartile #20 T: Top Ranked
Mar 31, 2010 69.6% 80.9% Q: Top Quartile 67.0% 98.0% Q: Top Quartile 98.6% Q: Top Quartile 99.0% Q: Top Quartile #20 T: Top Ranked
Jun 30, 2010 93.6% 64.4% 80.1% Q: Top Quartile 90.0% Q: Top Quartile 98.9% Q: Top Quartile 97.3% Q: Top Quartile #52 T: Top Ranked
Sep 30, 2010 70.4% 83.3% Q: Top Quartile 85.5% Q: Top Quartile 85.7% Q: Top Quartile 99.2% Q: Top Quartile 98.6% Q: Top Quartile #64 T: Top Ranked
Dec 31, 2010 88.0% 91.7% Q: Top Quartile 92.5% Q: Top Quartile 95.1% Q: Top Quartile 98.4% Q: Top Quartile 98.7% Q: Top Quartile #49 T: Top Ranked
Mar 31, 2011 30.6% 91.1% Q: Top Quartile 94.8% Q: Top Quartile 95.9% Q: Top Quartile 99.1% Q: Top Quartile #78 T: Top Ranked #41 T: Top Ranked
Jun 30, 2011 0.1% 0.4% 2.9% 34.8% 73.1% 97.4% Q: Top Quartile 98.8% Q: Top Quartile
Sep 30, 2011 3.3% 0.4% 0.2% 0.6% 3.2% 70.3% 76.9% Q: Top Quartile
Dec 31, 2011 43.7% 31.6% 0.7% 0.5% 2.7% 48.4% 60.4%
Mar 31, 2012 8.3% 14.3% 14.0% 0.1% 1.2% 33.2% 52.7%
Jun 30, 2012 49.3% 19.7% 7.9% 0.7% 1.1% 3.3% 25.6%
Sep 30, 2012 47.4% 87.4% Q: Top Quartile 41.9% 19.6% 1.1% 3.0% 23.8%
Dec 31, 2012 94.0% 46.9% 79.3% Q: Top Quartile 21.7% 0.7% 2.4% 24.3%
Mar 31, 2013 96.6% 97.0% Q: Top Quartile 91.5% Q: Top Quartile 83.5% Q: Top Quartile 1.6% 4.7% 47.2%
Jun 30, 2013 11.1% 63.5% 93.8% Q: Top Quartile 94.6% Q: Top Quartile 6.4% 6.0% 55.9%
Sep 30, 2013 99.6% 98.1% Q: Top Quartile 96.6% Q: Top Quartile 97.8% Q: Top Quartile 85.4% Q: Top Quartile 10.0% 86.8% Q: Top Quartile
Dec 31, 2013 98.5% 93.3% Q: Top Quartile 98.9% Q: Top Quartile 99.0% Q: Top Quartile 94.2% Q: Top Quartile 10.7% 83.2% Q: Top Quartile
Mar 31, 2014 72.9% 49.9% 89.8% Q: Top Quartile 97.6% Q: Top Quartile 98.0% Q: Top Quartile 8.1% 81.7% Q: Top Quartile
     
    N/C = "Not Compliant", and means Kai Petainen's non-US fund wasn't compliant for that period.
A blue star means Kai Petainen's non-US fund was in the top 100 funds for that period.
A green star means Kai Petainen's non-US fund was in the top 25%.
The numbers above are the percentage of compliant funds that Kai Petainen's non-US fund beat in the given time period, unless it was in the top 100 for that period, in which case the number displays your rank.
     
left curve   alpha/beta vs. S&P500 right curve
   
For an explanation of alpha and beta, see the entry for "beta" in our glossary.
Alpha 3.04%
Beta 1.15
R-Squared 0.60
     
left curve   turnover right curve
   
Last Month 21.53%
Last 3 Months 41.19%
Last 6 Months 61.88%
Last 12 Months 94.41%
     
left curve  manager profile right curve
   
ABOUT ahknaten
Age: 38  Occupation: Adjunct Finance Lecturer 
Other Interests : Photographing the national parks.     
    [ for more information about ahknaten ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by ahknaten. It is a virtual fund on Marketocracy's website www.marketocracy.com that began with $1 million in cash and a Net Asset Value (NAV) of $10 per share.

Marketocracy is the only financial website where you can simulate running your own mutual fund and accurately compare your investing skill to professionally managed mutual funds and other investors. At Marketocracy, you can manage a $1 million virtual portfolio and make trades in an environment that mirrors the trading activity of the real stock market. Our portfolio management tools help you discover your investing strengths and weaknesses and help you become a better investor. You can try different investment strategies and styles to see what works best for you in a virtual environment first, before you invest your real money. It's a great place to learn, and a great place to prove your talent.

If your track record turns out to be one of the best, you will receive special privileges on our website and the best of the best get paid. If you're serious about investing or want to become a better investor, you'll want to signup for a free basic membership and start running your own fund.

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    Who is Marketocracy?

Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. The company's affiliate, Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services.

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