• INCEPTION (01/17/2001)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • 8.16%
  • S&P RETURN

  • 6.27%
(BPMF) The Turtle Fund

BPMF Growth of $10,000

BPMF Model
BPMF Composite
S&P 500

BPMF Month By Month (As Of: 07/19/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BPMF YTD S&P YTD
20185.39%-2.50%-4.97%-2.28%12.33%-1.21%3.20%-----9.28% 6.00%
20170.96%-0.88%-1.92%-3.97%-2.72%-0.31%4.12%0.73%3.00%0.07%1.89%12.97%13.73% 21.83%
2016-12.93%4.76%2.63%24.61%-12.53%26.24%10.35%-16.09%5.31%-10.23%-8.30%2.74%6.25% 11.96%
20150.76%4.32%-1.85%-3.65%3.52%2.99%-0.26%20.67%-11.55%-8.30%0.94%-3.62%0.63% 1.38%
20141.06%10.67%-1.73%-4.30%-0.94%7.55%-1.56%0.85%-9.14%-3.12%-0.42%-0.44%-2.90% 13.69%
2013-1.22%-5.99%2.05%-6.89%-2.89%-5.74%5.42%3.47%-1.17%0.86%-2.08%1.13%-13.04% 32.39%
20129.05%-3.05%-4.56%-2.66%-10.44%3.64%-1.01%7.43%6.43%-5.25%-4.06%-0.83%-6.98% 16.00%
2011-11.92%6.16%0.02%6.16%-15.16%-5.63%1.57%1.76%-17.60%8.22%-1.62%-9.34%-34.65% 2.11%
2010-5.46%2.77%-0.12%8.57%-6.37%-2.66%-2.12%8.52%13.88%6.62%14.93%16.80%66.23% 15.06%
2009-3.54%-1.49%-0.28%12.62%11.04%-3.49%0.43%2.54%5.78%-2.02%7.47%-1.32%29.47% 26.46%
2008-15.47%2.51%-5.41%-0.05%3.09%6.82%-12.09%-4.95%-10.20%-13.46%-3.79%-6.25%-47.16% -37.00%
20072.41%-0.38%1.03%1.02%4.86%-0.98%-2.93%-5.66%2.85%8.62%-8.76%4.35%5.30% 5.49%
200618.85%-11.24%3.93%1.09%-7.87%-3.39%0.49%-0.93%-1.20%-0.53%1.77%4.27%2.41% 15.79%
2005-0.17%7.44%-5.13%-6.54%1.69%9.45%9.81%6.40%9.12%-8.45%1.94%2.93%29.64% 4.91%
200411.94%3.87%1.78%-6.14%1.10%7.09%-1.78%-1.71%8.06%-1.91%12.00%4.22%43.64% 10.88%
2003-0.79%-2.69%0.78%11.09%10.67%-0.65%10.89%2.99%2.95%12.52%5.30%7.57%78.07% 28.68%
20021.70%5.54%13.53%10.57%0.58%-1.46%-14.90%-2.77%-6.59%-0.93%7.78%-6.10%3.48% -22.10%
20015.26%-2.43%-0.99%2.49%2.52%-1.27%3.30%0.48%-18.91%3.58%11.10%8.95%11.33% -12.54%
Returns greater than 5%
Returns less than -5%

BPMF Composite Month By Month (As Of: 06/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BPMF YTD S&P TR YTD
20186.09%-1.77%-4.39%-1.23%9.71%-1.08%------6.80% 2.65%
20171.33%-0.60%-1.76%-3.65%-2.33%-0.11%3.82%0.39%3.12%0.37%1.92%11.73%14.26% 21.83%
2016-13.59%4.87%3.78%21.60%-11.91%20.76%8.22%-14.30%4.22%-9.66%-7.39%5.50%3.79% 11.96%
2015-----5.24%-0.24%17.22%-16.50%-7.71%0.51%-3.39%-7.91% 0.15% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

BPMF Top 5 Holdings


Symbol Name Current Price % Fund
VKTX Viking Therapeutics Inc $10.92 5.51%
MRTX Mirati Therapeutics Inc $55.05 3.20%
TMQ Trilogy Metals Inc $1.84 3.14%
CRSP CRISPR Therapeutics Ltd $58.35 2.95%
XOMA Xoma Corp $24.03 2.79%
Total 17.58%

BPMF Skill Metrics


Over the past years, Bruce has invested in a total of 1193 stocks at one time or another and made money on 649 (54.40%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 54.40%
Trading Skills Avg. Gain/Loss Ratio 0.93