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Total Value: $2,539,280.76 Cash Value: $153,366.96 Stock Value: $2,385,913.80 Shares: 100,000 Price: $25.39
Fund Performance for ahknaten   October 24, 2014
left curve  price history right curve
   
graph of fund vs. market indexes
KAIIT 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 only info tech and telecom stocks. 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   fund positions by sector right curve
   
pie chart
Color Name Portion
Information Technology 93%
Telecommunications 7%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Blend 5%
Large Cap Value 10%
Mid Cap Growth 4%
Mid Cap Blend 3%
Mid Cap Value 12%
Small Cap Blend 15%
Small Cap Value 34%
Micro Cap Blend 6%
Micro Cap Value 12%
   
 
  Value Blend Growth  
Large 10% 5% 0% 15%
Medium 12% 3% 4% 19%
Small 34% 15% 0% 49%
Micro 12% 6% 0% 18%
  68% 29% 4%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 2.00%
Last Month -6.25%
Last 3 Months 2.18%
Last 6 Months 2.83%
Last 12 Months 11.31%
Last 2 Years 62.43%
Last 3 Years 50.69%
Last 5 Years 62.84%
Since Inception 153.94%
(Annualized) 8.29%
S&P500 RETURNS
Last Week 4.14%
Last Month -1.56%
Last 3 Months -0.19%
Last 6 Months 6.51%
Last 12 Months 14.46%
Last 2 Years 45.53%
Last 3 Years 70.55%
Last 5 Years 102.19%
Since Inception 204.54%
(Annualized) 9.98%
RETURNS VS S&P500
Last Week -2.14%
Last Month -4.69%
Last 3 Months 2.38%
Last 6 Months -3.67%
Last 12 Months -3.15%
Last 2 Years 16.89%
Last 3 Years -19.86%
Last 5 Years -39.35%
Since Inception -50.60%
(Annualized) -1.69%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2014 Kai Petainen's Tech Fund outperformed 97.8% of the other funds on our site.
     
   
ALL RANKINGS FOR Kai Petainen's Tech Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Jun 30, 2003 75.2% 66.1%
Sep 30, 2003 64.2% 96.8% Q: Top Quartile 89.1% Q: Top Quartile
Dec 31, 2003 10.2% 36.3% 91.7% Q: Top Quartile
Mar 31, 2004 7.5% 7.0% 9.2% 72.6%
Jun 30, 2004 37.1% 62.5% 17.0% 77.1% Q: Top Quartile
Sep 30, 2004 74.5% 5.7% 12.0% 5.4%
Dec 31, 2004 49.7% 69.3% 6.7% 6.7%
Mar 31, 2005 39.9% 27.6% 43.3% 15.4% 40.9%
Jun 30, 2005 39.7% 20.1% 18.5% 7.9% 24.8%
Sep 30, 2005 81.3% 65.8% 44.6% 44.7% 7.1%
Dec 31, 2005 55.0% 43.8% 60.9% 28.8% 8.8%
Mar 31, 2006 29.6% 74.8% 70.2% 58.3% 20.6% 48.6%
Jun 30, 2006 31.4% 29.6% 55.7% 62.8% 15.8% 39.0%
Sep 29, 2006 70.4% 74.6% 51.9% 67.4% 58.5% 13.7%
Dec 29, 2006 96.8% 87.5% Q: Top Quartile 92.1% Q: Top Quartile 85.9% Q: Top Quartile 66.2% 21.0%
Mar 30, 2007 91.0% 92.0% Q: Top Quartile 94.5% Q: Top Quartile 91.8% Q: Top Quartile 85.5% Q: Top Quartile 51.4%
Jun 29, 2007 91.9% 73.2% 89.6% Q: Top Quartile 96.3% Q: Top Quartile 90.3% Q: Top Quartile 58.9%
Sep 28, 2007 38.9% 74.1% 78.3% Q: Top Quartile 92.5% Q: Top Quartile 92.4% Q: Top Quartile 86.6% Q: Top Quartile
Dec 31, 2007 3.1% 19.0% 40.2% 69.6% 85.2% Q: Top Quartile 75.5% Q: Top Quartile
Mar 31, 2008 70.6% 69.9% 66.4% 78.0% Q: Top Quartile 92.1% Q: Top Quartile 88.2% Q: Top Quartile 80.7% Q: Top Quartile
Jun 30, 2008 47.2% 16.0% 34.6% 50.9% 82.1% Q: Top Quartile 83.0% Q: Top Quartile 72.6%
Sep 30, 2008 21.7% 36.1% 12.7% 24.3% 70.3% 81.4% Q: Top Quartile 35.5%
Dec 31, 2008 1.0% 21.3% 26.2% 19.3% 35.8% 56.0% 25.9%
Mar 31, 2009 26.5% 11.0% 9.7% 6.5% 15.8% 33.0% 22.8%
Jun 30, 2009 98.3% 98.6% Q: Top Quartile 91.9% Q: Top Quartile 64.7% 62.0% 88.0% Q: Top Quartile 65.8%
Sep 30, 2009 83.4% 10.3% 92.5% Q: Top Quartile 65.9% 34.1% 74.9% 76.3% Q: Top Quartile
Dec 31, 2009 13.1% 9.4% 4.2% 61.9% 21.1% 50.0% 62.5%
Mar 31, 2010 88.7% 94.5% Q: Top Quartile 57.6% 91.1% Q: Top Quartile 28.6% 53.5% 79.7% Q: Top Quartile
Jun 30, 2010 1.5% 4.1% 28.7% 4.5% 27.3% 25.9% 70.0%
Sep 30, 2010 97.1% 56.3% 6.4% 27.0% 50.7% 26.6% 75.7% Q: Top Quartile
Dec 31, 2010 38.6% 91.6% Q: Top Quartile 85.1% Q: Top Quartile 69.5% 76.2% Q: Top Quartile 44.9% 84.1% Q: Top Quartile
Mar 31, 2011 15.5% 93.5% Q: Top Quartile 95.8% Q: Top Quartile 71.3% 92.4% Q: Top Quartile 57.6% 87.6% Q: Top Quartile
Jun 30, 2011 13.3% 13.2% 62.9% 84.9% Q: Top Quartile 46.0% 60.2% 84.0% Q: Top Quartile
Sep 30, 2011 24.0% 4.8% 4.8% 19.7% 17.3% 30.0% 47.7%
Dec 31, 2011 28.0% 17.1% 3.8% 7.4% 12.2% 34.4% 29.3%
Mar 31, 2012 16.8% 61.6% 28.8% 4.0% 7.1% 52.5% 22.0%
Jun 30, 2012 76.0% 6.5% 9.4% 3.7% 8.1% 7.1% 16.4%
Sep 30, 2012 0.8% 76.2% Q: Top Quartile 12.3% 10.4% 10.2% 15.2% 14.5%
Dec 31, 2012 4.2% 3.8% 11.1% 4.5% 3.4% 7.2% 8.6%
Mar 31, 2013 99.7% 96.0% Q: Top Quartile 45.4% 18.6% 5.4% 9.6% 13.1%
Jun 30, 2013 2.9% 49.9% 89.0% Q: Top Quartile 60.0% 8.6% 14.1% 24.0%
Sep 30, 2013 99.7% 98.3% Q: Top Quartile 96.0% Q: Top Quartile 89.0% Q: Top Quartile 48.1% 30.1% 45.5%
Dec 31, 2013 99.9% #62 T: Top Ranked #39 T: Top Ranked #90 T: Top Ranked 92.6% Q: Top Quartile 48.0% 81.6% Q: Top Quartile
Mar 31, 2014 33.4% 17.4% 97.8% Q: Top Quartile 98.6% Q: Top Quartile 95.0% Q: Top Quartile 37.1% 89.9% Q: Top Quartile
     
    N/C = "Not Compliant", and means Kai Petainen's Tech Fund wasn't compliant for that period.
A blue star means Kai Petainen's Tech Fund was in the top 100 funds for that period.
A green star means Kai Petainen's Tech Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Kai Petainen's Tech 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 -2.16%
Beta 1.20
R-Squared 0.66
     
left curve   turnover right curve
   
Last Month 3.09%
Last 3 Months 28.91%
Last 6 Months 42.47%
Last 12 Months 82.84%
     
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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