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|(BPMF) The Turtle Fund|
|MODEL INCEPTION (01/17/2001)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|17+ YRS||8.14%||6.30%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 07/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
BPMF Beat the 75th percentile of mutual funds over 1 year.
Jul 31, 2018
If your portfolio is heavy on tech stocks, Bruce Pile explains how buying Kirkland Lake Gold improves your portfolio’s earnings growth while providing somewhat of a hedge if the market takes a dive. Read More...
JUL 09, 2018 | Forbes Article
APR 23, 2018 | Forbes Article
DEC 06, 2017 | Forbes Article
NOV 10, 2017 | Forbes Article
|Unclassified Market Cap : Unclassified Style||56.73%||-0.16%|
|Micro Cap : Growth||14.99%||0.74%|
|Micro Cap : Value||9.83%||1.57%|
|Small Cap : Blend||3.48%||-0.30%|
|Small Cap : Growth||2.61%||3.98%|
|Mid Cap : Growth||2.51%||-0.14%|
|Large Cap : Blend||1.72%||2.07%|
|Large Cap : Growth||1.72%||0.23%|
|Small Cap : Value||0.72%||-2.06%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|January 17, 2001||BPMF||61|
This is the first of my 5 funds created at Marketocracy. I initially wanted to experiment with an analysis concept I was developing by setting up races between this and other concepts (Turtle vs Hare) and also between this concept and some variations of the same idea (Turtle vs Dolphin and Monkey) and made this Turtle Fund and the Cash Flow Calculator Fund a repository for the experimental versions that worked best. Running more than one fund averaging over 40 positions each got to be too much dilution, so I've since mostly managed just one fund, this Turtle Fund. I do some hand tabulated back-testing, and am reserving Hare, Monkey, Dolphin, and Cash Flow funds for experiment venues. I used just the one method and the improvements on it gleaned from testing for the first seven years. Then I began delving into other means of analysis, some of which unfortunately made their way into this fund, with poor results (pure idiotic distraction). I am returning this to a strictly one-method fund again - Fractal Base Flow and its tested improvements only. This is a broadly diversified general fund. The stock is selected by a repeatable method I've developed and call "The Fractal Base Flow Model" This technical method is simply an examination of the money flows in and out of a company's stock and assumes an efficient market that is smarter than any one person. Having said that, I will add that I do some fundamental checks as part of my selection. I tend to avoid excessive debt, I like cheap cash flow and EBITDA and revenue growth. This is a technical method, but works best in a population of mainly healthy stocks. The Model seeks uniformity and repeatability of performance by using the same method on each stock. Because this method needs a history to examine, the fund does not buy fresh IPOs with their inherent risk. No particular sector allocations are sought. The selection method normally picks stocks with a wide mix of business types, cap sizes, and growth rates resulting in high diversification.
|Last 3 Months||10.27%|
|Last 6 Months||55.01%|
|Last 12 Months||467.85%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||22.92%||-0.94%||23.86%|
|Last 30 Days||22.77%||0.87%||21.90%|
|Last 3 Months||33.81%||4.57%||29.24%|
|Last 6 Months||28.45%||5.55%||22.90%|
|Last 12 Months||65.71%||17.84%||47.87%|
|Last 2 Years||12.10%||34.47%||-22.37%|
|Last 3 Years||67.84%||0.00%||67.84%|
|Last 5 Years||60.82%||85.58%||-24.76%|
|Last 10 Years||32.29%||169.38%||-137.09%|