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Total Value: $7,572,040.04 Cash Value: -$13.35 Stock Value: $7,572,053.39 Shares: 100,000 Price: $75.72
Fund Performance for ahknaten   October 22, 2014
left curve  price history right curve
   
graph of fund vs. market indexes
KAIMS 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 19, 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 material and consumer staple 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  Club Memberships right curve
   
Name Members  
College Club 397 Overview 
Contrarian's Corner 100 Overview 
M-baggers Club 673 Overview 
m100 380 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Staples 45%
Materials 55%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Blend 4%
Large Cap Value 10%
Mid Cap Growth 7%
Mid Cap Blend 6%
Mid Cap Value 18%
Small Cap Growth 10%
Small Cap Blend 2%
Small Cap Value 14%
Micro Cap Blend 8%
Micro Cap Value 18%
   
 
  Value Blend Growth  
Large 10% 4% 0% 14%
Medium 18% 6% 7% 31%
Small 14% 2% 10% 26%
Micro 18% 8% 0% 26%
  60% 20% 17%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.84%
Last Month -5.79%
Last 3 Months -9.76%
Last 6 Months -1.22%
Last 12 Months 4.55%
Last 2 Years 34.38%
Last 3 Years 48.02%
Last 5 Years 65.72%
Since Inception 657.75%
(Annualized) 19.07%
S&P500 RETURNS
Last Week 3.49%
Last Month -3.23%
Last 3 Months -2.57%
Last 6 Months 4.48%
Last 12 Months 12.11%
Last 2 Years 40.26%
Last 3 Years 66.05%
Last 5 Years 98.33%
Since Inception 179.21%
(Annualized) 9.25%
RETURNS VS S&P500
Last Week -2.65%
Last Month -2.57%
Last 3 Months -7.20%
Last 6 Months -5.69%
Last 12 Months -7.55%
Last 2 Years -5.88%
Last 3 Years -18.03%
Last 5 Years -32.62%
Since Inception 478.54%
(Annualized) 9.81%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2014 Kai Petainen's Materials & Staples outperformed 33.4% of the other funds on our site.
     
    Kai Petainen's Materials & Staples has been in the m100 (the list of the overall top 100 funds on our site) 112 times
     
    Kai Petainen's Materials & Staples has been in the m10 (the list of the overall top 10 funds on our site) 1 times
     
   
ALL RANKINGS FOR Kai Petainen's Materials & Staples
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Jun 30, 2003 68.9% 31.5%
Sep 30, 2003 N/C 71.8% 51.0%
Dec 31, 2003 97.8% #77 T: Top Ranked 97.5% Q: Top Quartile
Mar 31, 2004 79.0% 94.6% Q: Top Quartile #58 T: Top Ranked 93.6% Q: Top Quartile
Jun 30, 2004 97.5% 95.5% Q: Top Quartile 98.5% Q: Top Quartile #43 T: Top Ranked
Sep 30, 2004 84.5% 92.3% Q: Top Quartile 98.5% Q: Top Quartile #17 T: Top Ranked
Dec 31, 2004 88.5% 75.7% Q: Top Quartile 95.9% Q: Top Quartile #69 T: Top Ranked
Mar 31, 2005 8.0% 59.3% 78.2% Q: Top Quartile 96.9% Q: Top Quartile #84 T: Top Ranked
Jun 30, 2005 22.7% 1.2% 11.1% 58.1% 98.4% Q: Top Quartile
Sep 30, 2005 89.4% 90.4% Q: Top Quartile 35.1% 61.8% 97.9% Q: Top Quartile
Dec 31, 2005 82.0% 88.9% Q: Top Quartile 95.0% Q: Top Quartile 67.5% 97.1% Q: Top Quartile
Mar 31, 2006 82.0% 94.2% Q: Top Quartile 96.5% Q: Top Quartile 87.4% Q: Top Quartile 97.5% Q: Top Quartile #96 T: Top Ranked
Jun 30, 2006 62.3% 91.4% Q: Top Quartile 97.7% Q: Top Quartile 97.9% Q: Top Quartile 95.8% Q: Top Quartile #39 T: Top Ranked
Sep 29, 2006 39.3% 55.4% 87.2% Q: Top Quartile 99.1% Q: Top Quartile 96.5% Q: Top Quartile #29 T: Top Ranked
Dec 29, 2006 81.8% 91.8% Q: Top Quartile 89.2% Q: Top Quartile 99.1% Q: Top Quartile 95.4% Q: Top Quartile #69 T: Top Ranked
Mar 30, 2007 83.8% 91.1% Q: Top Quartile 95.8% Q: Top Quartile 98.5% Q: Top Quartile 97.6% Q: Top Quartile #91 T: Top Ranked
Jun 29, 2007 69.9% 94.8% Q: Top Quartile 97.1% Q: Top Quartile 98.4% Q: Top Quartile #71 T: Top Ranked 98.4% Q: Top Quartile
Sep 28, 2007 41.2% 24.0% 73.0% 91.4% Q: Top Quartile 98.9% Q: Top Quartile 96.7% Q: Top Quartile
Dec 31, 2007 22.1% 55.8% 36.7% 81.1% Q: Top Quartile 97.3% Q: Top Quartile 94.5% Q: Top Quartile
Mar 31, 2008 83.3% 95.2% Q: Top Quartile 90.5% Q: Top Quartile 89.3% Q: Top Quartile 97.8% Q: Top Quartile 96.7% Q: Top Quartile #29 T: Top Ranked
Jun 30, 2008 20.4% 70.3% 91.2% Q: Top Quartile 79.4% Q: Top Quartile 94.7% Q: Top Quartile 98.1% Q: Top Quartile #40 T: Top Ranked
Sep 30, 2008 31.6% 40.5% 54.3% 86.4% Q: Top Quartile 97.5% Q: Top Quartile #50 T: Top Ranked #16 T: Top Ranked
Dec 31, 2008 61.0% 52.7% 45.7% 80.2% Q: Top Quartile 91.1% Q: Top Quartile 99.1% Q: Top Quartile #18 T: Top Ranked
Mar 31, 2009 97.1% 35.6% 42.7% 48.4% 80.3% Q: Top Quartile 95.4% Q: Top Quartile #51 T: Top Ranked
Jun 30, 2009 84.9% 98.0% Q: Top Quartile 94.5% Q: Top Quartile 90.6% Q: Top Quartile 96.4% Q: Top Quartile #87 T: Top Ranked #33 T: Top Ranked
Sep 30, 2009 36.5% 81.0% Q: Top Quartile 96.8% Q: Top Quartile 97.2% Q: Top Quartile 99.1% Q: Top Quartile #88 T: Top Ranked #29 T: Top Ranked
Dec 31, 2009 95.0% 99.1% Q: Top Quartile 97.4% Q: Top Quartile 98.0% Q: Top Quartile #51 T: Top Ranked #44 T: Top Ranked #19 T: Top Ranked
Mar 31, 2010 74.1% 64.5% 98.0% Q: Top Quartile 98.7% Q: Top Quartile 99.3% Q: Top Quartile #53 T: Top Ranked #14 T: Top Ranked
Jun 30, 2010 48.0% 60.0% 66.1% 96.4% Q: Top Quartile 98.6% Q: Top Quartile 99.0% Q: Top Quartile #22 T: Top Ranked
Sep 30, 2010 52.9% 52.4% 61.2% 94.4% Q: Top Quartile 98.5% Q: Top Quartile #79 T: Top Ranked #24 T: Top Ranked
Dec 31, 2010 65.2% 80.4% Q: Top Quartile 72.6% 79.0% Q: Top Quartile 97.3% Q: Top Quartile #60 T: Top Ranked #22 T: Top Ranked
Mar 31, 2011 82.1% 69.3% 79.4% Q: Top Quartile 77.6% Q: Top Quartile 98.3% Q: Top Quartile 99.0% Q: Top Quartile #23 T: Top Ranked
Jun 30, 2011 61.7% 25.2% 41.2% 63.1% 92.4% Q: Top Quartile 98.1% Q: Top Quartile #26 T: Top Ranked
Sep 30, 2011 14.8% 7.6% 8.9% 13.0% 59.0% 94.9% Q: Top Quartile #90 T: Top Ranked
Dec 31, 2011 77.1% 49.5% 8.2% 10.6% 22.5% 92.7% Q: Top Quartile 98.9% Q: Top Quartile
Mar 31, 2012 21.6% 86.9% Q: Top Quartile 81.5% Q: Top Quartile 17.4% 33.7% 95.3% Q: Top Quartile 99.1% Q: Top Quartile
Jun 30, 2012 54.6% 8.5% 28.6% 10.4% 14.4% 51.2% 96.4% Q: Top Quartile
Sep 30, 2012 92.5% 90.6% Q: Top Quartile 39.2% 73.6% 25.9% 60.6% 98.6% Q: Top Quartile
Dec 31, 2012 3.5% 27.0% 72.5% 66.8% 16.8% 28.8% 96.9% Q: Top Quartile
Mar 31, 2013 75.9% 77.8% Q: Top Quartile 55.5% 47.7% 22.5% 33.5% 92.9% Q: Top Quartile
Jun 30, 2013 93.2% 72.2% 80.7% Q: Top Quartile 84.6% Q: Top Quartile 29.9% 37.1% 88.9% Q: Top Quartile
Sep 30, 2013 94.7% 92.6% Q: Top Quartile 92.3% Q: Top Quartile 86.4% Q: Top Quartile 87.5% Q: Top Quartile 51.8% 96.9% Q: Top Quartile
Dec 31, 2013 79.9% 37.1% 83.1% Q: Top Quartile 87.9% Q: Top Quartile 85.3% Q: Top Quartile 40.8% 95.0% Q: Top Quartile
Mar 31, 2014 66.4% 41.7% 33.4% 82.4% Q: Top Quartile 71.9% 36.0% 95.5% Q: Top Quartile
     
    N/C = "Not Compliant", and means Kai Petainen's Materials & Staples wasn't compliant for that period.
A blue star means Kai Petainen's Materials & Staples was in the top 100 funds for that period.
A green star means Kai Petainen's Materials & Staples was in the top 25%.
The numbers above are the percentage of compliant funds that Kai Petainen's Materials & Staples 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 7.32%
Beta 1.30
R-Squared 0.70
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 30.24%
Last 6 Months 43.64%
Last 12 Months 83.58%
     
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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