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Tony Mitchell

  • Redford, MI
  • Oct 20, 2000
Investment Strategy

Tony Mitchell’s investment strategy is to invest and stay invested in companies with great products and great brands that show promise of continued growth as determined by his analysis of the company’s financials, management, products or services, and marketing acumen. Tony also stays abreast of the Macro Economics that may have an effect on stock prices such as Monetary and Fiscal Policies, Trends, Technical Analysis, Black Swans, Market Exuberance, and other factors that may affect the markets in totality and may at times reduce exposure to the market and or hedge against market downturns to protect portfolio gains through inverse ETFs.  


Funds
(APMIF) APM Internet Fund
MODEL INCEPTION (10/20/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 17.82% 5.63% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 21.09% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 12.42% 16.37% Fund has a 5 year track record.  
3 YRS 12.90% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 29.48% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
Show Fund Strategy
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Achievements
  • APMIF Beat the top performing mutual fund over 10 years.
    Sep 30, 2017
  • APMIF Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
  • APMIF Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017
Articles

APM Internet Fund

APMIF | Price History
APMIF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 49.60% 0.21%
Unclassified Market Cap : Unclassified Style 16.17% -0.05%
Large Cap : Value 13.39% 0.25%
Large Cap : Blend 7.52% 0.02%
Mid Cap : Value 7.35% 0.04%
Mid Cap : Blend 6.00% 0.73%
APMIF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Tony Mitchell $16,522,278.48
Inception: Ticker Symbol: # of Securities:
October 20, 2000 APMIF 19
Description:

The long term strategy of the APMIF model fund is to invest and stay invested in companies that are utilizing or developing modern technologies that will grow value share and earnings within their competitive set, as determined by the manager’s analysis of the company’s financials, management, products or services, and marketing acumen. Given the nature of the markets, the manager will also stay abreast of the Macro Economics that may have an effect on stock prices such as Monetary and Fiscal Policies, Trends, Technical Analysis, Black Swans, Market Exuberance, and other factors that may affect the markets in totality and may at times reduce exposure to the market and or hedge against market downturns to protect portfolio gains through inverse ETFs.  

APMIF | Turnover
Last Month 7.96%
Last 3 Months 11.87%
Last 6 Months 16.33%
Last 12 Months 22.27%
APMIF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $7,213,824.41
2 PCLN $3,277,032.35
3 FB $2,019,527.91
4 SQ $1,977,671.22
5 AMD $1,075,129.86
Position Symbol Gains
1 TWTR -$655,689.23
2 KMRTQ -$640,000.00
3 LC -$223,898.67
4 MCOMQ -$170,669.38
5 LU -$112,500.00
APMIF | Skill Metrics
All Positions
Winning % 60.00%
Avg. Gain/Loss Ratio 5.27
APMIF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 57.56% 0.55%%
Consumer Discretionary 26.38% 0.01%%
Financials 9.83% 0.02%%
Industrials 4.39% -0.41%%
Health Care 1.87% -0.74%%
APMIF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
APMIF 0.00% 4.60% 8.39% 36.26%
S&P 500 0.21% 1.05% 3.30% 16.24%
NASDAQ 0.32% 0.00% 0.00% 0.00%
APMIF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 2.85% 0.93% 1.92%
Last Month 7.43% 1.97% 5.46%
Last 3 Months 11.24% 7.03% 4.21%
Last 6 Months 19.81% 8.78% 11.03%
Last 12 Months 38.60% 20.45% 18.15%
Last 2 Years 69.30% 0.00% 69.30%
Last 3 Years 65.23% 34.08% 31.15%
Last 5 Years 116.53% 105.19% 11.34%
Last 10 Years 576.26% 126.23% 450.03%
Since Inception 1,552.23% 161.12% 1,391.11%
(Annualized) 17.82% 5.77% 12.05%
Data as of: 11/24/2017
APMIF | Alpha/Beta VS. S&P 500
Alpha 14.74%
Beta 1.23
R-Squared 0.32
APMIF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AAPL 3597.83%
2 SQ 405.72%
3 AMD 103.77%
4 BABA 77.50%
5 FB 75.13%
Position Symbol Inception Return
1 TWTR -37.78%
2 C 0.51%
3 SBUX 1.71%
4 GILD 3.40%
5 TM 4.51%