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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 (As of: 12/11/2018) 5.27% 5.81% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 1.31% 13.75% Fund has a 10 year track record.  
5 YRS 1.55% 10.05% Fund has a 5 year track record.  
3 YRS 1.74% 10.37% Fund has a 3 year track record.  
1 YR 2.17% 1.30% Fund has a 1 year track record.  
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(HARE) The Hare Fund
MODEL INCEPTION (01/17/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 12/11/2018) -0.03% 5.81% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.77% 13.75% Fund has a 10 year track record.  
5 YRS 5.68% 10.05% Fund has a 5 year track record.  
3 YRS 9.36% 10.37% Fund has a 3 year track record.  
1 YR 8.17% 1.30% Beat the 50th percentile of mutual funds over 1 year.  
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(TMKF) The Monkey Fund
MODEL INCEPTION (01/30/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 12/11/2018) 2.67% 5.81% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -0.99% 13.75% Fund has a 10 year track record.  
5 YRS -3.03% 10.05% Fund has a 5 year track record.  
3 YRS -1.51% 10.37% Fund has a 3 year track record.  
1 YR -4.40% 1.30% Fund has a 1 year track record.  
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(DFIN) The Dolphin Fund
MODEL INCEPTION (02/22/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 12/11/2018) 1.72% 6.41% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -3.89% 13.75% Fund has a 10 year track record.  
5 YRS -6.10% 10.05% Fund has a 5 year track record.  
3 YRS -7.42% 10.37% Fund has a 3 year track record.  
1 YR -19.34% 1.30% Fund has a 1 year track record.  
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(cfcf) The Cash Flow Calculator Fund
MODEL INCEPTION (12/26/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 12/11/2018) 2.47% 7.15% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -5.39% 13.75% Fund has a 10 year track record.  
5 YRS -7.31% 10.05% Fund has a 5 year track record.  
3 YRS -10.73% 10.37% Fund has a 3 year track record.  
1 YR -20.84% 1.30% Fund has a 1 year track record.  
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Achievements
  • HARE Beat the 50th percentile of mutual funds over 1 year.
    Nov 30, 2018
Articles

The Dolphin Fund

DFIN | Price History
DFIN | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 54.40% 0.19%
Large Cap : Growth 18.77% 1.66%
Large Cap : Blend 18.62% -0.11%
Mid Cap : Value 6.57% -1.14%
Micro Cap : Growth 1.60% -3.22%
DFIN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Bruce Pile $1,604,602.04
Inception: Ticker Symbol: # of Securities:
February 22, 2001 DFIN 15
Description:

This fund was used over roughly a seven year period to observe a technical variation of an analysis method I am developing (Fractal Base Flow Model). It tested the more fractal bases. It lately hasn't been used for anything, but I'm starting a series of tests (as of 4/29/15) that isolate certain features of the Model to see which ones are the most effective (see fund description for Turtle Fund for a description of this analysis). The Dolphin Fund is going to isolate the cases without monetary value. These will be stocks with the technical makeup of the Model but with very poor fundamentals in their current results looking backward over 5-10 years. These will essentially be what the market has constructed as the speculated future results. This will be the alter ego of the Cash Flow Calculator Fund, which will be the cases of good present monetary value as gauged by price/cash flow from operations and EBTIDA looking at 5 year trends. This valuation will have little to do with quarterly results vs expectation, etc.

DFIN | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months 9.87%
Last 12 Months 51.98%
DFIN | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 VLY $137,186.94
2 FFEX $129,863.06
3 OS $111,150.30
4 FTO $103,686.64
5 EXC $94,467.75
Position Symbol Gains
1 VITL -$229,741.16
2 AD -$191,334.20
3 STBC -$180,940.12
4 ALO -$179,550.26
5 TSG -$162,066.60
DFIN | Skill Metrics
All Positions
Winning % 53.11%
Avg. Gain/Loss Ratio 0.83
DFIN | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 49.32% -1.12%
Consumer Discretionary 31.09% 0.12%
Technology 14.26% 1.11%
Financials 5.31% 2.81%
DFIN | Recent Returns vs S&P 500
MTD QTD YTD
DFIN -2.56% -5.73% -11.26%
S&P 500 0.00% 0.00% 0.00%
DFIN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -5.05% 0.00% -5.05%
Last Month -8.33% -0.78% -7.55%
Last 3 Months -20.13% -8.52% -11.61%
Last 2 Years -27.27% 21.07% -48.34%
Last 3 Years -25.70% 38.93% -64.63%
Last 5 Years -30.16% 64.11% -94.27%
Last 10 Years -34.12% 269.58% -303.70%
Since Inception 35.43% 199.02% -163.59%
(Annualized) 1.72% 6.34% -4.62%
Data as of: 12/11/2018
DFIN | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
DFIN | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NFLX 102.41%
2 SGEN 91.86%
3 QURE 91.65%
4 MYOK 60.64%
5 NVDA 24.40%
Position Symbol Inception Return
1 AQXP -80.38%
2 GRVY -76.77%
3 JP -57.32%
4 YIN -55.80%
5 ONTX -31.64%