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| Total Value: $3,272,324.77 |
Cash Value: $772,500.73 |
Stock Value: $2,499,824.04 |
Shares: 100,000 |
Price: $32.72 |
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| Fund Performance for pogden |
May 22, 2012 |
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fund information |
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| Fund
Manager:
pogden |
Inception:
Feb 17, 2002 |
| Description: |
| Investment in two resource sectors, one that is a historically sound, non-fiat measure of wealth...i.e. precious metals and on their growing demand by non-western nations and their peoples who have a longer term horizon than the next quarter's financials. Meanwhile our Central banks, bent on achieving supremecy of fiat currencies, dump their gold holdings at fire-sale prices. They will regret it and so will all of us. Protect yourself and your family through precious metal investments. It pays now, it will pay even greater soon...
The other sector is energy...the stuff we're running out of, the cheap energy anyway. I alternative between these sectors, sometimes a blend, depending on momentum I weight onwe more heavily than the other.In 2002/03 it was precious metals. 2004 was mixed sector investments (too heavily in PMs as it turned out). In 2005 early I went over to energy predominately. After balancing sectors in 2007 now using longs more selectively and using reverse index tracking funds (essentially shorting gold,silver) in 2008 |
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Club Memberships |
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fund positions by sector
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| Color |
Name |
Portion |
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Financials |
21% |
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Health Care |
10% |
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Industrials |
14% |
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Materials |
37% |
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Unclassified |
18% |
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fund positions by style |
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| Color |
Name |
Portion |
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Large Cap Growth |
5% |
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Large Cap Value |
19% |
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Mid Cap Growth |
34% |
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Small Cap Growth |
14% |
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Micro Cap Blend |
24% |
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Value |
Blend |
Growth |
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| Large |
19% | 0% | 5% | 24% |
| Medium |
0% | 0% | 34% | 34% |
| Small |
0% | 0% | 14% | 14% |
| Micro |
0% | 24% | 0% | 24% |
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19% | 24% | 53% |
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recent returns
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| RETURNS |
| Last Week |
-0.05% |
| Last Month |
-4.73% |
| Last 3 Months |
-4.85% |
| Last 6 Months |
7.14% |
| Last 12 Months |
-6.51% |
| Last 2 Years |
-4.46% |
| Last 3 Years |
-7.84% |
| Last 5 Years |
3.54% |
| Since Inception |
227.23% |
| (Annualized) |
12.24% |
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| S&P500 RETURNS |
| Last Week |
-1.01% |
| Last Month |
-4.28% |
| Last 3 Months |
-2.49% |
| Last 6 Months |
14.57% |
| Last 12 Months |
2.16% |
| Last 2 Years |
26.21% |
| Last 3 Years |
57.95% |
| Last 5 Years |
-2.62% |
| Since Inception |
46.12% |
| (Annualized) |
3.76% |
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| RETURNS
VS S&P500 |
| Last Week |
0.96% |
| Last Month |
-0.45% |
| Last 3 Months |
-2.36% |
| Last 6 Months |
-7.43% |
| Last 12 Months |
-8.67% |
| Last 2 Years |
-30.66% |
| Last 3 Years |
-65.79% |
| Last 5 Years |
6.15% |
| Since Inception |
181.12% |
| (Annualized) |
8.48% |
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fund rankings |
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Golden Glow Fund has been in the m100 (the list of the overall top 100 funds on our site)
18
times |
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Golden Glow Fund has been in the m10 (the list of the overall top 10 funds on our site)
14
times |
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| ALL
RANKINGS FOR Golden Glow Fund |
| Date |
1 Month |
3 Months |
6 Months |
1 Year |
| Jun 28, 2002 |
N/C |
N/C |
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| Sep 30, 2002 |
94.0% |
N/C |
N/C |
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| Dec 31, 2002 |
99.8% |
65.4% |
96.3%  |
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| Mar 31, 2003 |
N/C |
N/C |
1.3% |
N/C |
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| Jun 30, 2003 |
83.1% |
22.9% |
0.4% |
10.1% |
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| Sep 30, 2003 |
86.2% |
#41  |
91.6%  |
N/C |
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| Dec 31, 2003 |
1.8% |
#66  |
#15  |
N/C |
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| Mar 31, 2004 |
98.1% |
68.6% |
98.4%  |
97.7%  |
N/C |
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| Jun 30, 2004 |
0.8% |
0.1% |
0.4% |
88.3%  |
N/C |
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| Sep 30, 2004 |
98.8% |
N/C |
N/C |
N/C |
N/C |
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| Dec 31, 2004 |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Mar 31, 2005 |
63.9% |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Jun 30, 2005 |
99.4% |
34.5% |
N/C |
N/C |
N/C |
N/C |
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| Sep 30, 2005 |
98.6% |
99.2%  |
98.0%  |
N/C |
N/C |
N/C |
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| Dec 31, 2005 |
64.9% |
19.7% |
97.5%  |
N/C |
N/C |
N/C |
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| Mar 31, 2006 |
99.4% |
95.0%  |
87.5%  |
97.4%  |
N/C |
N/C |
N/C |
| Jun 30, 2006 |
65.4% |
85.2%  |
97.4%  |
98.4%  |
N/C |
N/C |
N/C |
| Sep 29, 2006 |
2.2% |
2.4% |
13.4% |
34.3% |
N/C |
N/C |
N/C |
| Dec 29, 2006 |
17.3% |
47.6% |
2.9% |
60.6% |
N/C |
N/C |
N/C |
| Mar 30, 2007 |
78.0% |
74.8% |
65.9% |
23.5% |
93.2%  |
N/C |
N/C |
| Jun 29, 2007 |
68.9% |
88.7%  |
89.2%  |
32.8% |
95.8%  |
N/C |
N/C |
| Sep 28, 2007 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Dec 31, 2007 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2008 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2008 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Sep 30, 2008 |
99.5% |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Dec 31, 2008 |
0.7% |
#9  |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2009 |
20.7% |
43.0% |
#41  |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2009 |
46.2% |
3.2% |
6.6% |
N/C |
N/C |
N/C |
N/C |
| Sep 30, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Dec 31, 2009 |
83.0% |
61.3% |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2010 |
1.2% |
1.3% |
5.7% |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2010 |
24.4% |
21.3% |
1.9% |
N/C |
N/C |
N/C |
N/C |
| Sep 30, 2010 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Dec 31, 2010 |
88.1% |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2011 |
4.6% |
1.8% |
N/C |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2011 |
N/C |
37.4% |
5.2% |
N/C |
N/C |
N/C |
N/C |
| Sep 30, 2011 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Dec 31, 2011 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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N/C = "Not Compliant",
and means Golden Glow Fund wasn't compliant for that period.
A
blue star means Golden Glow Fund was in
the top 100 funds for that period.
A
green star means Golden Glow Fund was in
the top 25%.
The numbers above are the percentage of compliant funds that Golden Glow 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. |
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alpha/beta vs. S&P500
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| For an explanation of alpha and beta, see the entry for "beta" in our glossary. |
| Alpha |
14.78% |
| Beta |
0.23 |
| R-Squared |
0.02 |
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turnover
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| Last Month |
0.00% |
| Last 3 Months |
0.00% |
| Last 6 Months |
0.00% |
| Last 12 Months |
0.00% |
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about this fund profile |
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The fund profiled is managed by
pogden. 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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[ To signup for your own virtual fund click here ]
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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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[ For more information about Marketocracy ]
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