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Total Value: $8,539,405.45 Cash Value: -$2,951.85 Stock Value: $8,542,357.30 Shares: 100,000 Price: $85.39
Fund Performance for ahknaten   July 31, 2014
left curve  price history right curve
   
graph of fund vs. market indexes
KAIEN 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:    Mar 18, 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 energy and utility 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
Energy 76%
Utilities 24%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 10%
Large Cap Blend 4%
Large Cap Value 7%
Mid Cap Growth 6%
Mid Cap Blend 3%
Mid Cap Value 30%
Small Cap Growth 4%
Small Cap Blend 3%
Micro Cap Growth 5%
Micro Cap Blend 4%
Micro Cap Value 25%
   
 
  Value Blend Growth  
Large 7% 4% 10% 21%
Medium 30% 3% 6% 39%
Small 0% 3% 4% 7%
Micro 25% 4% 5% 34%
  62% 14% 25%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -4.92%
Last Month -4.73%
Last 3 Months -5.90%
Last 6 Months 9.45%
Last 12 Months 13.55%
Last 2 Years 42.03%
Last 3 Years 45.31%
Last 5 Years 105.25%
Since Inception 753.94%
(Annualized) 20.74%
S&P500 RETURNS
Last Week -2.85%
Last Month -2.05%
Last 3 Months 3.17%
Last 6 Months 9.44%
Last 12 Months 16.94%
Last 2 Years 46.17%
Last 3 Years 60.18%
Last 5 Years 117.28%
Since Inception 180.84%
(Annualized) 9.50%
RETURNS VS S&P500
Last Week -2.06%
Last Month -2.68%
Last 3 Months -9.07%
Last 6 Months 0.01%
Last 12 Months -3.39%
Last 2 Years -4.14%
Last 3 Years -14.87%
Last 5 Years -12.03%
Since Inception 573.10%
(Annualized) 11.24%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2014 Kai Petainen's Energy/Utility Fund outperformed 94.8% of the other funds on our site.
     
    Kai Petainen's Energy/Utility Fund has been in the m100 (the list of the overall top 100 funds on our site) 58 times
     
    Kai Petainen's Energy/Utility Fund has been in the m10 (the list of the overall top 10 funds on our site) 20 times
     
   
ALL RANKINGS FOR Kai Petainen's Energy/Utility Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Jun 30, 2003 28.9% 61.0%
Sep 30, 2003 48.3% 23.3% 45.0%
Dec 31, 2003 97.8% 53.0% 32.3%
Mar 31, 2004 88.5% 90.6% Q: Top Quartile 82.9% Q: Top Quartile 63.0%
Jun 30, 2004 98.8% 97.9% Q: Top Quartile 98.4% Q: Top Quartile 88.0% Q: Top Quartile
Sep 30, 2004 94.4% 95.7% Q: Top Quartile #72 T: Top Ranked 98.5% Q: Top Quartile
Dec 31, 2004 12.0% 36.4% 92.9% Q: Top Quartile 98.8% Q: Top Quartile
Mar 31, 2005 91.3% #63 T: Top Ranked 98.9% Q: Top Quartile #32 T: Top Ranked 97.7% Q: Top Quartile
Jun 30, 2005 97.4% 94.1% Q: Top Quartile #33 T: Top Ranked #41 T: Top Ranked #69 T: Top Ranked
Sep 30, 2005 97.2% 99.1% Q: Top Quartile #77 T: Top Ranked #43 T: Top Ranked #30 T: Top Ranked
Dec 31, 2005 68.6% 7.9% 95.0% Q: Top Quartile #45 T: Top Ranked #23 T: Top Ranked
Mar 31, 2006 42.1% 72.6% 28.7% 95.7% Q: Top Quartile #28 T: Top Ranked #79 T: Top Ranked
Jun 30, 2006 97.7% 96.6% Q: Top Quartile 95.6% Q: Top Quartile 96.7% Q: Top Quartile #49 T: Top Ranked #40 T: Top Ranked
Sep 29, 2006 7.2% 15.9% 62.5% 45.8% #57 T: Top Ranked #27 T: Top Ranked
Dec 29, 2006 27.3% 81.2% Q: Top Quartile 33.0% 90.5% Q: Top Quartile #54 T: Top Ranked #15 T: Top Ranked
Mar 30, 2007 98.2% 78.9% Q: Top Quartile 85.7% Q: Top Quartile 84.8% Q: Top Quartile 98.0% Q: Top Quartile #18 T: Top Ranked
Jun 29, 2007 98.5% 99.6% Q: Top Quartile 99.1% Q: Top Quartile 96.3% Q: Top Quartile 99.0% Q: Top Quartile #16 T: Top Ranked
Sep 28, 2007 91.4% 74.9% 97.9% Q: Top Quartile 97.8% Q: Top Quartile 95.2% Q: Top Quartile #39 T: Top Ranked
Dec 31, 2007 88.7% 91.5% Q: Top Quartile 89.5% Q: Top Quartile 98.5% Q: Top Quartile 98.6% Q: Top Quartile #28 T: Top Ranked
Mar 31, 2008 20.8% 31.5% 78.4% Q: Top Quartile 96.3% Q: Top Quartile 97.7% Q: Top Quartile 98.5% Q: Top Quartile #23 T: Top Ranked
Jun 30, 2008 82.5% 92.1% Q: Top Quartile 85.4% Q: Top Quartile 91.5% Q: Top Quartile 96.8% Q: Top Quartile 97.9% Q: Top Quartile #32 T: Top Ranked
Sep 30, 2008 46.4% 20.9% 56.8% 61.4% 98.6% Q: Top Quartile 97.3% Q: Top Quartile #10 T: Top Ranked
Dec 31, 2008 54.2% 71.3% 38.1% 62.1% 97.9% Q: Top Quartile 98.6% Q: Top Quartile #4 T: Top Ranked
Mar 31, 2009 35.9% 60.2% 74.1% 73.6% 97.1% Q: Top Quartile 98.2% Q: Top Quartile #5 T: Top Ranked
Jun 30, 2009 87.2% 94.7% Q: Top Quartile 92.9% Q: Top Quartile 79.7% Q: Top Quartile 98.1% Q: Top Quartile #65 T: Top Ranked #6 T: Top Ranked
Sep 30, 2009 43.6% 25.3% 84.2% Q: Top Quartile 94.7% Q: Top Quartile 97.8% Q: Top Quartile #70 T: Top Ranked #12 T: Top Ranked
Dec 31, 2009 63.1% 73.0% 44.0% 86.1% Q: Top Quartile 94.8% Q: Top Quartile #72 T: Top Ranked #12 T: Top Ranked
Mar 31, 2010 4.3% 3.8% 15.1% 69.0% 89.1% Q: Top Quartile 98.9% Q: Top Quartile #33 T: Top Ranked
Jun 30, 2010 76.2% 32.1% 6.4% 9.6% 49.3% 92.0% Q: Top Quartile 98.8% Q: Top Quartile
Sep 30, 2010 48.7% 85.7% Q: Top Quartile 68.0% 34.5% 87.6% Q: Top Quartile 94.6% Q: Top Quartile 97.7% Q: Top Quartile
Dec 31, 2010 88.9% 98.7% Q: Top Quartile 98.1% Q: Top Quartile 84.0% Q: Top Quartile 89.8% Q: Top Quartile 96.4% Q: Top Quartile #66 T: Top Ranked
Mar 31, 2011 66.4% 81.8% Q: Top Quartile 97.8% Q: Top Quartile 96.3% Q: Top Quartile 90.8% Q: Top Quartile 97.9% Q: Top Quartile #49 T: Top Ranked
Jun 30, 2011 98.1% 62.5% 82.7% Q: Top Quartile 98.5% Q: Top Quartile 81.6% Q: Top Quartile 92.1% Q: Top Quartile #44 T: Top Ranked
Sep 30, 2011 67.1% 49.4% 53.6% 98.5% Q: Top Quartile 90.6% Q: Top Quartile 97.5% Q: Top Quartile #29 T: Top Ranked
Dec 31, 2011 74.5% 51.5% 50.3% 67.1% 87.6% Q: Top Quartile 95.0% Q: Top Quartile #29 T: Top Ranked
Mar 31, 2012 5.8% 44.8% 45.4% 49.2% 94.6% Q: Top Quartile 91.8% Q: Top Quartile #37 T: Top Ranked
Jun 30, 2012 96.9% 27.2% 24.5% 42.9% 95.3% Q: Top Quartile 70.4% 98.2% Q: Top Quartile
Sep 30, 2012 73.9% 99.2% Q: Top Quartile 97.1% Q: Top Quartile 89.0% Q: Top Quartile 98.8% Q: Top Quartile 95.6% Q: Top Quartile 99.1% Q: Top Quartile
Dec 31, 2012 97.1% 96.0% Q: Top Quartile #32 T: Top Ranked 98.1% Q: Top Quartile 97.3% Q: Top Quartile 98.0% Q: Top Quartile #85 T: Top Ranked
Mar 31, 2013 18.7% 97.7% Q: Top Quartile 99.0% Q: Top Quartile #58 T: Top Ranked 98.4% Q: Top Quartile #44 T: Top Ranked #34 T: Top Ranked
Jun 30, 2013 2.2% 2.8% 23.9% 96.2% Q: Top Quartile 85.6% Q: Top Quartile 98.8% Q: Top Quartile 94.0% Q: Top Quartile
Sep 30, 2013 5.2% 1.2% 1.0% 21.3% 53.9% 90.4% Q: Top Quartile 96.4% Q: Top Quartile
Dec 31, 2013 33.8% 54.2% 7.1% 10.7% 54.8% 62.3% 92.2% Q: Top Quartile
Mar 31, 2014 99.9% 97.0% Q: Top Quartile 94.8% Q: Top Quartile 5.4% 80.7% Q: Top Quartile 71.3% 94.5% Q: Top Quartile
     
    N/C = "Not Compliant", and means Kai Petainen's Energy/Utility Fund wasn't compliant for that period.
A blue star means Kai Petainen's Energy/Utility Fund was in the top 100 funds for that period.
A green star means Kai Petainen's Energy/Utility Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Kai Petainen's Energy/Utility 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 10.68%
Beta 1.03
R-Squared 0.53
     
left curve   turnover right curve
   
Last Month 6.44%
Last 3 Months 26.32%
Last 6 Months 73.59%
Last 12 Months 117.68%
     
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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