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| Total Value: $2,493,304.23 |
Cash Value: $2,493,304.23 |
Stock Value: $0.00 |
Shares: 100,000 |
Price: $24.93 |
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| Fund Performance for auminer |
May 24, 2012 |
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fund information |
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| Fund
Manager:
auminer |
Inception:
May 06, 2002 |
| Description: |
| This is an energy sector fund using growth at a reasonable price as a purchase criteria. I determine that using forward PEG, always under '1', and usually far less than that. The ratio of net tangible asset value to market capitalization is also a consideration, but reasonable levels of debt can be overlooked if a company is making exceptional returns on the money it has borrowed.
As of 17OCT07, the fund was fully invested, with all holdings fitting the GICS energy sector classification. BRNC and PDC make up 18 and 11 percent of the fund, respectively. I just entered a sell order to reduce the weightings of these two land based drillers to about 3% of the fund apiece, with proceeds most likely destined for offshore drillers and some services companies. I believe it will be 18mo-2 years before land based drilling regains its footing. |
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Club Memberships |
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recent returns
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| RETURNS |
| Last Week |
-0.02% |
| Last Month |
-0.08% |
| Last 3 Months |
-0.25% |
| Last 6 Months |
-0.49% |
| Last 12 Months |
-1.00% |
| Last 2 Years |
-1.98% |
| Last 3 Years |
-2.76% |
| Last 5 Years |
-48.55% |
| Since Inception |
149.33% |
| (Annualized) |
9.51% |
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| S&P500 RETURNS |
| Last Week |
1.24% |
| Last Month |
-3.15% |
| Last 3 Months |
-2.78% |
| Last 6 Months |
15.24% |
| Last 12 Months |
2.24% |
| Last 2 Years |
28.23% |
| Last 3 Years |
58.46% |
| Last 5 Years |
-2.83% |
| Since Inception |
53.37% |
| (Annualized) |
4.34% |
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| RETURNS
VS S&P500 |
| Last Week |
-1.26% |
| Last Month |
3.07% |
| Last 3 Months |
2.54% |
| Last 6 Months |
-15.73% |
| Last 12 Months |
-3.24% |
| Last 2 Years |
-30.21% |
| Last 3 Years |
-61.23% |
| Last 5 Years |
-45.73% |
| Since Inception |
95.96% |
| (Annualized) |
5.16% |
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fund rankings |
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 auminer's energy has been in the m100 (the list of the overall top 100 funds on our site)
38
times |
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| ALL
RANKINGS FOR auminer's energy |
| Date |
1 Month |
3 Months |
6 Months |
1 Year |
| Sep 30, 2002 |
N/C |
N/C |
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| Dec 31, 2002 |
92.2% |
88.4%  |
89.0% |
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| Mar 31, 2003 |
54.9% |
95.7% |
94.5% |
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| Jun 30, 2003 |
89.8% |
69.6% |
87.7% |
95.2% |
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| Sep 30, 2003 |
7.0% |
4.2% |
36.9% |
80.6% |
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| Dec 31, 2003 |
98.3% |
91.6% |
51.0% |
79.5% |
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| Mar 31, 2004 |
98.7% |
98.7% |
98.7% |
84.7% |
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| Jun 30, 2004 |
87.2% |
94.1% |
#50  |
96.2% |
N/C |
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| Sep 30, 2004 |
99.0% |
66.4% |
92.0% |
#83 |
#89 |
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| Dec 31, 2004 |
15.3% |
19.0% |
72.8% |
98.7% |
96.3% |
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| Mar 31, 2005 |
83.8% |
#51 |
98.4% |
98.9% |
#94 |
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| Jun 30, 2005 |
99.8% |
76.6% |
#71 |
98.4% |
#71 |
N/C |
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| Sep 30, 2005 |
94.5% |
99.5% |
99.3% |
#45 |
#23 |
#14 |
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| Dec 31, 2005 |
63.4% |
39.2% |
98.9% |
#21 |
#13 |
#23 |
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| Mar 31, 2006 |
95.4% |
94.5% |
91.3% |
99.0% |
#19 |
#26 |
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| Jun 30, 2006 |
99.3% |
94.2% |
98.1% |
99.1% |
#25 |
#15 |
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| Sep 29, 2006 |
0.5% |
11.8% |
47.8% |
85.6% |
#18 |
#8 |
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| Dec 29, 2006 |
19.4% |
96.7% |
59.4% |
98.1% |
#7 |
#5 |
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| Mar 30, 2007 |
98.7% |
92.3% |
98.2% |
95.6% |
#25 |
#5 |
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| Jun 29, 2007 |
88.4% |
99.3% |
99.4% |
99.0% |
#24 |
#5 |
N/C |
| Sep 28, 2007 |
39.0% |
6.7% |
70.9% |
94.0% |
96.2% |
#22 |
#6 |
| Dec 31, 2007 |
81.2% |
36.8% |
12.9% |
74.6% |
94.6% |
#45 |
#11 |
| Mar 31, 2008 |
26.7% |
71.8% |
56.8% |
65.7% |
89.8% |
98.5% |
#15 |
| Jun 30, 2008 |
97.0% |
99.1% |
98.7% |
87.3% |
96.9% |
#98 |
#14 |
| Sep 30, 2008 |
9.9% |
4.9% |
48.0% |
52.7% |
92.1% |
96.4% |
#9 |
| Dec 31, 2008 |
1.1% |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2009 |
N/C |
N/C |
N/C |
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 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2010 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Jun 30, 2010 |
N/C |
N/C |
N/C |
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 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
| Mar 31, 2011 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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 |
| 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 auminer's energy wasn't compliant for that period.
A
blue star means auminer's energy was in
the top 100 funds for that period.
A
green star means auminer's energy was in
the top 25%.
The numbers above are the percentage of compliant funds that auminer's energy
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 |
7.61% |
| Beta |
0.76 |
| R-Squared |
0.27 |
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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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manager profile
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| ABOUT
auminer |
| Age:
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39 |
Occupation:
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doggy-daycare pet guardian |
| Other
Interests : |
bowling, NASCAR, gold prospecting, volunteer efforts with dog rescue groups |
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[ for more information about auminer ] |
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about this fund profile |
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The fund profiled is managed by
auminer. 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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