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| Total Value: $952,536.64 |
Cash Value: -$46,325.66 |
Stock Value: $998,862.30 |
Shares: 100,000 |
Price: $9.53 |
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| Fund Performance for mburns87 |
May 24, 2012 |
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fund information |
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| Fund
Manager:
mburns87 |
Inception:
Oct 02, 2006 |
| Description: |
| The first serious attempt at a long-term fund by a 19-year-old George Mason University student of Government/International Politics. I have been trading individual stocks since about June of 2006, and have managed an 11% return on the several stocks I have gone long and short on, but overall I am always looking to learn more about investment and financial methods.
I choose stocks with solid balance sheets and limited debt, as well as companies that are leading emerging markets and little-known areas of business, such as debt-swap companies. Since I am young, I have not been averse to taking risks in my personal portfolio that have both helped and hurt my holdings. Overall, however, I have come out ahead and positive on my future investment plans. |
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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 Discretionary |
22% |
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Consumer Staples |
10% |
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Financials |
4% |
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Health Care |
24% |
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Materials |
40% |
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fund positions by style |
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| Color |
Name |
Portion |
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Large Cap Growth |
19% |
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Large Cap Value |
24% |
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Mid Cap Growth |
10% |
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Mid Cap Blend |
40% |
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Micro Cap Value |
6% |
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Value |
Blend |
Growth |
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| Large |
24% | 0% | 19% | 43% |
| Medium |
0% | 40% | 10% | 50% |
| Small |
0% | 0% | 0% | 0% |
| Micro |
6% | 0% | 0% | 6% |
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30% | 40% | 29% |
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recent returns
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| RETURNS |
| Last Week |
1.71% |
| Last Month |
-6.94% |
| Last 3 Months |
-19.77% |
| Last 6 Months |
-6.33% |
| Last 12 Months |
-7.49% |
| Last 2 Years |
1.72% |
| Last 3 Years |
17.52% |
| Last 5 Years |
1.35% |
| Since Inception |
-4.75% |
| (Annualized) |
-0.86% |
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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 |
11.99% |
| (Annualized) |
2.03% |
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| RETURNS
VS S&P500 |
| Last Week |
0.47% |
| Last Month |
-3.79% |
| Last 3 Months |
-16.98% |
| Last 6 Months |
-21.56% |
| Last 12 Months |
-9.73% |
| Last 2 Years |
-26.51% |
| Last 3 Years |
-40.95% |
| Last 5 Years |
4.18% |
| Since Inception |
-16.74% |
| (Annualized) |
-2.88% |
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fund rankings |
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| ALL
RANKINGS FOR Max's Fund |
| Date |
1 Month |
3 Months |
6 Months |
1 Year |
| Mar 30, 2007 |
N/C |
N/C |
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| Jun 29, 2007 |
N/C |
N/C |
N/C |
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| Sep 28, 2007 |
N/C |
N/C |
N/C |
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| Dec 31, 2007 |
N/C |
N/C |
N/C |
N/C |
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| Mar 31, 2008 |
N/C |
N/C |
N/C |
N/C |
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| Jun 30, 2008 |
N/C |
N/C |
N/C |
N/C |
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| Sep 30, 2008 |
N/C |
N/C |
N/C |
N/C |
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| Dec 31, 2008 |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Mar 31, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Jun 30, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Sep 30, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Dec 31, 2009 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Mar 31, 2010 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Jun 30, 2010 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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| Sep 30, 2010 |
N/C |
N/C |
N/C |
N/C |
N/C |
N/C |
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| 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 Max's Fund wasn't compliant for that period.
A
blue star means Max's Fund was in
the top 100 funds for that period.
A
green star means Max's Fund was in
the top 25%.
The numbers above are the percentage of compliant funds that Max's 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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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
mburns87. 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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