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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 Cash Flow Calculator Fund

cfcf | Price History
cfcf | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 55.09% -0.24%
Micro Cap : Growth 18.08% 0.72%
Large Cap : Growth 12.23% -0.57%
Small Cap : Value 6.53% -0.09%
Micro Cap : Value 4.64% -3.59%
Large Cap : Value 3.42% 1.53%
cfcf | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Bruce Pile $1,848,197.01
Inception: Ticker Symbol: # of Securities:
December 26, 2001 cfcf 18
Description:

This fund was started about a year after my initial fund, the Turtle, and was originally intended to be the non-experimental fund of five. But after a few years, the Turtle Fund had equal performance, and because I typically run about 40 to 60 positions per fund, and don't want to run over 100 positions, I have let BPMF (Bruce Pile's Mutual Fund) be my model fund with the other four used for computer tabulated testing of selection methods. For the first seven years or so, I ran various versions of a selection method I call the Fractal Base Flow Model (see BPMF for a description) with Dolphin and Monkey being two different price charted variations of it. The Cash Flow was a variation of this method with certain positive monetary features. That round of experimentation was insightful. I am now setting up three comparisons amongst Cash Flow, Dolphin, Monkey, and two other new funds I'll have to add. The first three funds are going to test the relative strength of the monetary force and the fractal force, both of which act on stocks in the bases in question. Cash Flow will have the ones with extreme cases of monetary and Dolphin will have the clear cases of no monetary and fractal only. Monkey will have no fractal with other things being roughly equal. The other comparison that will be made with two new funds to be set up is the influence of insider buying and selling on these Fractal Base selections. I like high insider interest. These people come to work every day and basically learn more than the individual stock researcher could ever learn in advance a good stock move. I like letting them be my research partners. The two new funds will have very high insider interest as gauged by certain parameters vs very low interest.

cfcf | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months 42.81%
Last 12 Months 72.9%
cfcf | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 MWP $211,823.64
2 SHLO $148,403.78
3 NG $140,984.16
4 VLY $137,938.44
5 AEMI $132,302.48
Position Symbol Gains
1 VITL -$281,652.88
2 MNT -$240,460.71
3 ALO -$231,014.38
4 STBC -$180,940.12
5 UVXY -$152,993.03
cfcf | Skill Metrics
All Positions
Winning % 50.30%
Avg. Gain/Loss Ratio 0.97
cfcf | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 45.81% -0.63%
Technology 38.77% -0.70%
Consumer Discretionary 9.04% 2.23%
Materials 3.42% 1.53%
Industrials 2.96% 2.64%
cfcf | Recent Returns vs S&P 500
MTD QTD YTD
cfcf -4.49% -3.46% -10.61%
S&P 500 0.00% 0.00% 0.00%
cfcf | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.23% 0.00% -0.23%
Last Month -7.73% -0.78% -6.95%
Last 3 Months -20.79% -8.52% -12.27%
Last 2 Years -25.80% 21.07% -46.87%
Last 3 Years -31.37% 38.93% -70.30%
Last 5 Years -31.34% 64.11% -95.45%
Last 10 Years -41.79% 269.58% -311.37%
Since Inception 51.35% 222.32% -170.97%
(Annualized) 2.47% 7.14% -4.67%
Data as of: 12/11/2018
cfcf | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
cfcf | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 SQ 121.49%
2 TPIV 56.26%
3 RGNX 31.84%
4 ATOM 28.91%
5 STML 26.37%
Position Symbol Inception Return
1 AQXP -80.32%
2 CNCE -33.47%
3 XOMA -30.37%
4 RESN -27.74%
5 KURA -25.29%