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Total Value: $1,156,529.17 Cash Value: $4,550.48 Stock Value: $1,151,978.69 Shares: 100,000 Price: $11.57
Fund Performance for salvadordali   May 21, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
SMF m100 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:    salvadordali Inception:    Jul 25, 2008
Description:
Looks for oversold sectors. Strong weighting on brand leadership and size. Top-down macro approach. I am an ex-fund manager in Australia and ex-research head for 3 houses in Asia.
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 13%
Consumer Staples 17%
Financials 25%
Information Technology 29%
Materials 5%
Unclassified 10%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Blend 5%
Large Cap Value 25%
Mid Cap Growth 7%
Mid Cap Value 6%
Small Cap Value 14%
Micro Cap Growth 15%
Micro Cap Value 17%
   
 
  Value Blend Growth  
Large 25% 5% 0% 30%
Medium 6% 0% 7% 13%
Small 14% 0% 0% 14%
Micro 17% 0% 15% 32%
  62% 5% 22%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -2.54%
Last Month -7.79%
Last 3 Months -12.15%
Last 6 Months 12.52%
Last 12 Months -20.42%
Last 2 Years -6.55%
Last 3 Years 13.34%
Last 5 Years N/A
Since Inception 15.65%
(Annualized) 3.87%
S&P500 RETURNS
Last Week -1.61%
Last Month -4.33%
Last 3 Months -2.86%
Last 6 Months 14.51%
Last 12 Months 0.89%
Last 2 Years 26.14%
Last 3 Years 57.87%
Last 5 Years N/A
Since Inception 14.00%
(Annualized) 3.48%
RETURNS VS S&P500
Last Week -0.94%
Last Month -3.46%
Last 3 Months -9.28%
Last 6 Months -2.00%
Last 12 Months -21.31%
Last 2 Years -32.69%
Last 3 Years -44.53%
Last 5 Years N/A
Since Inception 1.65%
(Annualized) 0.39%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 salvadordali's Mutual Fund outperformed 2.3% of the other funds on our site.
     
   
ALL RANKINGS FOR salvadordali's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2008 89.8% 88.2% Q: Top Quartile
Mar 31, 2009 99.5% 94.9% Q: Top Quartile 97.8% Q: Top Quartile
Jun 30, 2009 42.0% 98.5% Q: Top Quartile 99.4% Q: Top Quartile
Sep 30, 2009 69.7% 55.8% 96.0% Q: Top Quartile #55 T: Top Ranked
Dec 31, 2009 84.6% 21.1% 34.9% 98.1% Q: Top Quartile
Mar 31, 2010 61.6% 63.5% 33.7% 93.6% Q: Top Quartile
Jun 30, 2010 8.3% 19.4% 28.0% 23.7%
Sep 30, 2010 46.6% 75.5% Q: Top Quartile 38.7% 31.3% 99.1% Q: Top Quartile
Dec 31, 2010 96.2% 86.4% Q: Top Quartile 86.6% Q: Top Quartile 73.0% 97.0% Q: Top Quartile
Mar 31, 2011 42.5% 29.2% 68.9% 57.5% 89.0% Q: Top Quartile
Jun 30, 2011 6.2% 3.5% 4.3% 31.0% 21.3%
Sep 30, 2011 6.8% 4.0% 2.3% 2.5% 4.0% 90.8% Q: Top Quartile
Dec 31, 2011 6.0% 12.2% 2.3% 1.5% 2.9% 62.0%
     
    N/C = "Not Compliant", and means salvadordali's Mutual Fund wasn't compliant for that period.
A blue star means salvadordali's Mutual Fund was in the top 100 funds for that period.
A green star means salvadordali's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that salvadordali's Mutual 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 2.29%
Beta 1.23
R-Squared 0.76
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 40.28%
     
left curve  manager profile right curve
   
ABOUT salvadordali
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about salvadordali ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by salvadordali. 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.

    [ To signup for your own virtual fund click here ]
    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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