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Bruce Pile

Inventory Auditor

  • Rogers, AR
  • Jan 17, 2001
Funds
(BPMF) The Turtle Fund
MODEL INCEPTION (01/17/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 7.85% 6.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 0.68% 7.24% Fund has a 10 year track record.  
5 YRS 6.01% 16.37% Fund has a 5 year track record.  
3 YRS 13.35% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 43.18% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
Show Fund Strategy
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Achievements
  • BPMF Beat the 75th percentile of mutual funds over 3 years.
    Mar 31, 2018
  • BPMF Beat the 75th percentile of mutual funds over 1 year.
    Mar 31, 2018
Articles

The Turtle Fund

BPMF | Price History
BPMF | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 59.63% -0.32%
Micro Cap : Growth 13.24% -0.68%
Micro Cap : Value 11.16% -1.62%
Small Cap : Blend 4.09% -2.20%
Small Cap : Growth 3.48% -0.36%
Large Cap : Growth 2.11% -0.58%
Micro Cap : Blend 1.95% 4.24%
Large Cap : Blend 1.85% -0.14%
Mid Cap : Growth 1.40% -0.68%
Small Cap : Value 1.18% 3.60%
BPMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Bruce Pile $3,671,017.95
Inception: Ticker Symbol: # of Securities:
January 17, 2001 BPMF 58
Description:

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.

BPMF | Turnover
Last Month 11.68%
Last 3 Months 99.85%
Last 6 Months 317.59%
Last 12 Months 621.1%
BPMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UVXY $390,388.32
2 MDGL $169,681.95
3 PKOH $146,981.09
4 NGAS $130,606.05
5 FFEX $129,682.06
Position Symbol Gains
1 PAAS -$231,980.62
2 MRGE -$215,470.36
3 DGP -$187,951.99
4 VIXY -$159,341.28
5 TSYS -$151,076.01
BPMF | Skill Metrics
All Positions
Winning % 53.96%
Avg. Gain/Loss Ratio 0.93
BPMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 54.35% -0.47%
Materials 14.99% 0.48%
Consumer Discretionary 8.01% -1.97%
Unallocated 6.79% 1.07%
Technology 6.65% -2.52%
Industrials 4.13% 3.16%
Financials 3.35% -1.62%
Real Estate 1.82% -0.68%
BPMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
BPMF -0.34% 1.97% 1.97% 371.68%
S&P 500 -0.85% 1.98% 1.98% 0.00%
NASDAQ -1.27% 0.00% 0.00% 0.00%
BPMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.65% 1.11% -1.76%
Last 30 Days 24.32% -0.74% 25.06%
Last 3 Months 20.92% -3.70% 24.62%
Last 6 Months 40.66% 5.59% 35.07%
Last 12 Months 53.97% 17.46% 36.51%
Last 2 Years 39.82% 33.55% 6.27%
Last 3 Years 46.04% 36.53% 9.51%
Last 5 Years 54.94% 92.16% -37.22%
Last 10 Years 5.44% 140.70% -135.26%
Since Inception 268.35% 185.26% 83.09%
(Annualized) 7.85% 6.26% 1.59%
Data as of: 04/19/2018
BPMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
BPMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ANAB 186.60%
2 TMQ 128.05%
3 CRSP 123.22%
4 XOMA 121.50%
5 HBM 85.03%
Position Symbol Inception Return
1 ANTH -87.77%
2 VTVT -67.88%
3 TYME -67.63%
4 EKSO -60.87%
5 CLIR -55.43%