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Total Value: $1,740,217.24 Cash Value: $347,088.10 Stock Value: $1,393,129.14 Shares: 100,000 Price: $17.40
Fund Performance for fatpitch   February 03, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
FPF 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:    fatpitch Inception:    Sep 21, 2004
Description:
Fat Pitch Financials looks to invest in companies with wide moats that are selling for prices that provide for a significant margin of safety.
     
left curve  Club Memberships right curve
   
Name Members  
Blogosphere Club 13 Overview 
GOI Top 20 Ideas Funds 14 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 36%
Consumer Staples 6%
Energy 3%
Financials 23%
Health Care 3%
Industrials 1%
Information Technology 26%
Telecommunications 2%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 6%
Large Cap Value 37%
Mid Cap Value 8%
Small Cap Growth 1%
Small Cap Blend 30%
Small Cap Value 5%
Micro Cap Blend 14%
   
 
  Value Blend Growth  
Large 37% 0% 6% 43%
Medium 8% 0% 0% 8%
Small 5% 30% 1% 36%
Micro 0% 14% 0% 14%
  50% 44% 7%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 2.16%
Last Month 9.10%
Last 3 Months 11.90%
Last 6 Months 12.09%
Last 12 Months 14.64%
Last 2 Years 36.83%
Last 3 Years 119.55%
Last 5 Years 38.08%
Since Inception 73.53%
(Annualized) 7.76%
S&P500 RETURNS
Last Week 2.22%
Last Month 5.44%
Last 3 Months 7.94%
Last 6 Months 13.41%
Last 12 Months 5.09%
Last 2 Years 27.72%
Last 3 Years 71.18%
Last 5 Years 3.45%
Since Inception 38.61%
(Annualized) 4.53%
RETURNS VS S&P500
Last Week -0.05%
Last Month 3.67%
Last 3 Months 3.96%
Last 6 Months -1.33%
Last 12 Months 9.54%
Last 2 Years 9.11%
Last 3 Years 48.36%
Last 5 Years 34.63%
Since Inception 34.92%
(Annualized) 3.23%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR Fat Pitch Financials Portfolio
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2004 N/C N/C
Mar 31, 2005 N/C N/C N/C
Jun 30, 2005 N/C N/C N/C
Sep 30, 2005 N/C N/C N/C N/C
Dec 31, 2005 N/C N/C N/C N/C
Mar 31, 2006 N/C N/C N/C N/C
Jun 30, 2006 N/C N/C N/C N/C
Sep 29, 2006 N/C N/C N/C N/C N/C
Dec 29, 2006 N/C N/C N/C N/C N/C
Mar 30, 2007 N/C N/C N/C N/C N/C
Jun 29, 2007 N/C N/C N/C N/C N/C
Sep 28, 2007 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
Mar 31, 2008 64.8% N/C N/C N/C N/C N/C
Jun 30, 2008 77.6% 13.9% 38.2% N/C N/C N/C
Sep 30, 2008 74.4% 79.9% Q: Top Quartile 56.3% 97.7% Q: Top Quartile N/C N/C N/C
Dec 31, 2008 32.0% 25.9% 54.5% 48.3% N/C N/C N/C
Mar 31, 2009 64.8% 16.5% 14.5% 23.6% N/C N/C N/C
Jun 30, 2009 98.1% 94.8% Q: Top Quartile 77.3% Q: Top Quartile 77.4% Q: Top Quartile N/C N/C N/C
Sep 30, 2009 2.2% 25.6% 84.3% Q: Top Quartile 41.3% 93.9% Q: Top Quartile N/C N/C
Dec 31, 2009 82.8% 94.7% Q: Top Quartile 69.2% 78.3% Q: Top Quartile 79.2% Q: Top Quartile N/C N/C
Mar 31, 2010 85.2% 91.7% Q: Top Quartile 98.1% Q: Top Quartile 94.6% Q: Top Quartile 82.5% Q: Top Quartile N/C N/C
Jun 30, 2010 1.6% 3.3% 19.5% 41.1% 70.6% N/C N/C
Sep 30, 2010 94.7% 96.7% Q: Top Quartile 40.4% 90.9% Q: Top Quartile 75.5% Q: Top Quartile 97.1% Q: Top Quartile N/C
Dec 31, 2010 65.0% 67.4% 92.6% Q: Top Quartile 77.8% Q: Top Quartile 82.4% Q: Top Quartile 86.3% Q: Top Quartile N/C
Mar 31, 2011 54.4% 54.5% 63.8% 54.1% 89.6% Q: Top Quartile 80.1% Q: Top Quartile N/C
Jun 30, 2011 N/C N/C N/C 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
     
    N/C = "Not Compliant", and means Fat Pitch Financials Portfolio wasn't compliant for that period.
A blue star means Fat Pitch Financials Portfolio was in the top 100 funds for that period.
A green star means Fat Pitch Financials Portfolio was in the top 25%.
The numbers above are the percentage of compliant funds that Fat Pitch Financials 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.
     
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 3.63%
Beta 0.93
R-Squared 0.68
     
left curve   turnover right curve
   
Last Month 4.66%
Last 3 Months 14.69%
Last 6 Months 14.69%
Last 12 Months 26.94%
     
left curve  manager profile right curve
   
ABOUT fatpitch
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about fatpitch ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by fatpitch. 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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