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| Total Value: $1,380,425.70 |
Cash Value: $202,426.73 |
Stock Value: $1,177,998.97 |
Shares: 100,000 |
Price: $13.80 |
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| Fund Performance for stockring |
May 23, 2012 |
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fund information |
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| Fund
Manager:
stockring |
Inception:
Feb 05, 2004 |
| Description: |
| This fund is managed by StockRing.com Portfolio Monitoring Service. |
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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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Consumer Staples |
25% |
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Energy |
8% |
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Financials |
11% |
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Health Care |
13% |
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Industrials |
6% |
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Information Technology |
4% |
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Materials |
9% |
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Telecommunications |
3% |
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Utilities |
22% |
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fund positions by style |
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| Color |
Name |
Portion |
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Large Cap Growth |
18% |
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Large Cap Blend |
3% |
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Large Cap Value |
17% |
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Mid Cap Growth |
10% |
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Mid Cap Blend |
10% |
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Mid Cap Value |
24% |
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Small Cap Blend |
3% |
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Small Cap Value |
4% |
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Micro Cap Value |
12% |
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Value |
Blend |
Growth |
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| Large |
17% | 3% | 18% | 38% |
| Medium |
24% | 10% | 10% | 44% |
| Small |
4% | 3% | 0% | 7% |
| Micro |
12% | 0% | 0% | 12% |
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57% | 16% | 28% |
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recent returns
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| RETURNS |
| Last Week |
0.56% |
| Last Month |
-1.07% |
| Last 3 Months |
-1.16% |
| Last 6 Months |
4.96% |
| Last 12 Months |
-4.47% |
| Last 2 Years |
13.26% |
| Last 3 Years |
31.77% |
| Last 5 Years |
-7.61% |
| Since Inception |
38.04% |
| (Annualized) |
3.96% |
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| S&P500 RETURNS |
| Last Week |
-0.43% |
| Last Month |
-5.60% |
| Last 3 Months |
-2.76% |
| Last 6 Months |
15.06% |
| Last 12 Months |
2.42% |
| Last 2 Years |
28.08% |
| Last 3 Years |
58.22% |
| Last 5 Years |
-2.98% |
| Since Inception |
38.44% |
| (Annualized) |
3.99% |
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| RETURNS
VS S&P500 |
| Last Week |
0.99% |
| Last Month |
4.53% |
| Last 3 Months |
1.60% |
| Last 6 Months |
-10.10% |
| Last 12 Months |
-6.89% |
| Last 2 Years |
-14.82% |
| Last 3 Years |
-26.45% |
| Last 5 Years |
-4.63% |
| Since Inception |
-0.40% |
| (Annualized) |
-0.04% |
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fund rankings |
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For the six month period ending
December 31, 2011 StockRing.com Managed Portfolio outperformed 72.4% of the other funds on our site. |
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 StockRing.com Managed Portfolio has been in the m100 (the list of the overall top 100 funds on our site)
1
times |
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| ALL
RANKINGS FOR StockRing.com Managed Portfolio |
| Date |
1 Month |
3 Months |
6 Months |
1 Year |
| Jun 30, 2004 |
N/C |
N/C |
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| Sep 30, 2004 |
86.7% |
97.3%  |
N/C |
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| Dec 31, 2004 |
15.5% |
46.2% |
96.9% |
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| Mar 31, 2005 |
6.3% |
59.4% |
56.2% |
N/C |
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| Jun 30, 2005 |
62.1% |
N/C |
N/C |
N/C |
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| Sep 30, 2005 |
54.3% |
67.2% |
N/C |
N/C |
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| Dec 31, 2005 |
34.8% |
53.5% |
67.0% |
N/C |
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| Mar 31, 2006 |
20.9% |
72.2% |
71.6% |
N/C |
N/C |
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| Jun 30, 2006 |
N/C |
10.3% |
22.9% |
43.2% |
N/C |
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| Sep 29, 2006 |
50.0% |
20.3% |
7.7% |
13.7% |
N/C |
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| Dec 29, 2006 |
91.4% |
87.5% |
48.8% |
25.7% |
N/C |
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| Mar 30, 2007 |
50.7% |
17.6% |
59.5% |
12.4% |
N/C |
N/C |
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| Jun 29, 2007 |
4.2% |
8.4% |
6.4% |
11.3% |
16.5% |
N/C |
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| Sep 28, 2007 |
76.9% |
82.7% |
49.1% |
54.8% |
26.9% |
N/C |
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| Dec 31, 2007 |
4.6% |
19.8% |
48.5% |
23.4% |
18.7% |
N/C |
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| Mar 31, 2008 |
35.6% |
21.4% |
14.1% |
20.7% |
11.2% |
N/C |
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| Jun 30, 2008 |
15.4% |
33.0% |
20.6% |
28.8% |
16.0% |
17.8% |
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| Sep 30, 2008 |
63.3% |
69.5% |
61.9% |
25.1% |
28.9% |
16.0% |
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| Dec 31, 2008 |
53.1% |
93.9% |
89.7% |
76.9% |
49.9% |
38.3% |
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| Mar 31, 2009 |
20.2% |
48.7% |
88.6% |
92.7% |
68.4% |
40.8% |
N/C |
| Jun 30, 2009 |
29.1% |
23.0% |
31.5% |
87.8% |
75.3% |
48.1% |
N/C |
| Sep 30, 2009 |
51.5% |
25.3% |
20.0% |
71.7% |
54.7% |
54.0% |
N/C |
| Dec 31, 2009 |
46.8% |
82.8% |
51.8% |
36.7% |
82.7% |
49.9% |
N/C |
| Mar 31, 2010 |
28.9% |
15.2% |
46.6% |
23.2% |
84.6% |
50.1% |
N/C |
| Jun 30, 2010 |
91.2% |
85.6% |
61.1% |
60.6% |
88.1% |
78.4% |
48.6% |
| Sep 30, 2010 |
17.9% |
30.6% |
74.1% |
67.3% |
75.6% |
62.1% |
38.6% |
| Dec 31, 2010 |
11.1% |
5.2% |
8.3% |
16.7% |
23.2% |
62.0% |
25.7% |
| Mar 31, 2011 |
40.7% |
41.0% |
10.2% |
29.8% |
19.9% |
71.7% |
19.4% |
| Jun 30, 2011 |
25.3% |
78.6% |
64.2% |
19.9% |
33.8% |
73.8% |
36.3% |
| Sep 30, 2011 |
87.0% |
97.1% |
96.5% |
84.0% |
83.2% |
86.3% |
73.8% |
| Dec 31, 2011 |
42.5% |
6.8% |
72.4% |
72.9% |
43.9% |
35.8% |
46.2% |
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N/C = "Not Compliant",
and means StockRing.com Managed Portfolio wasn't compliant for that period.
 A
blue star means StockRing.com Managed Portfolio was in
the top 100 funds for that period.
A
green star means StockRing.com Managed Portfolio was in
the top 25%.
The numbers above are the percentage of compliant funds that StockRing.com Managed Portfolio
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 |
1.03% |
| Beta |
0.79 |
| R-Squared |
0.67 |
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turnover
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| Last Month |
0.00% |
| Last 3 Months |
0.00% |
| Last 6 Months |
1.63% |
| Last 12 Months |
1.63% |
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manager profile
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| ABOUT
stockring |
| Age:
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5 |
Occupation:
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StockRing has a unique proven technology to manage a large diversified portfolio of Stocks and mutual funds traded in USA or CANADA with great success. In the Marketocracy stock trading competition according to Forbes magazine StockRing beat 99.86% of 70,000+ investors and was listed in the top 100 traders list. However, StockRing spend literally just seconds a month to actually manage this winning portfolio. The rest of the time StockRing manages portfolios of other people for a $20-$30 monthly fee. The service is naturally offered through the Web site: www.StockRing.com |
| Other
Interests : |
Just remember one thing about the Stock Market – it never is what it seems. You will make lots of mistakes; most of you will end up investing in mutual funds. Maybe a couple of you would be able to make a living of it. In any case, chances are that you would succeed in the Stock Market are SLIM. A beginner investor is very likely to lose 20% of his money in the first year. If you invest $100,000 it will cost you $20,000. This is a very expensive lesson. Maybe after 5 years you would be able to break even. |
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[ for more information about stockring ] |
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about this fund profile |
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The fund profiled is managed by
stockring. 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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