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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.
|(APMIF) APM Internet Fund|
|MODEL INCEPTION (10/20/2000)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|17+ YRS||17.79%||6.01%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 07/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
From the transcript of Intel’s Q2 earnings call, you would not think there was anything to worry about. But within 10 days, Barclay’s and Goldman Sachs both downgraded Intel. Was there another Read More...
AUG 12, 2018 | Forbes Article
Intel's current plan cedes an important advantage to AMD for at least six months. That is not a great plan. Read More...
JUL 31, 2018 | Forbes Article
Is Intel now a buy? Intel's price-to-earnings ratio is now about 12, less than half the S&P 500's PE of 25. I have three managers who own Intel, and three who sold before yesterday's call. Here Read More...
JUL 27, 2018 | Forbes Article
Yesterday, AMD reported impressive Q2 results, and today the stock is up over 13%. Tony Mitchell thinks AMD has a lot more upside and is not selling. Read More...
JUL 26, 2018 | Forbes Article
Tony Mitchell, one of my managers, believes an order imbalance is brewing that will probably create a good entry point for Facebook and Alphabet in September Read More...
JUL 17, 2018 | Forbes Article
|Large Cap : Growth||47.00%||0.16%|
|Unclassified Market Cap : Unclassified Style||15.63%||-1.31%|
|Large Cap : Value||12.68%||0.45%|
|Mid Cap : Value||10.65%||2.23%|
|Large Cap : Blend||8.34%||0.31%|
|Mid Cap : Blend||4.96%||0.33%|
|Mid Cap : Growth||0.68%||-3.04%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|October 20, 2000||APMIF||26|
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.
|Last 3 Months||0.17%|
|Last 6 Months||6.61%|
|Last 12 Months||23.64%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||-0.23%||0.00%||-0.23%|
|Last 30 Days||-3.11%||1.14%||-4.25%|
|Last 3 Months||6.26%||4.86%||1.40%|
|Last 6 Months||8.90%||4.64%||4.26%|
|Last 12 Months||26.21%||19.00%||7.21%|
|Last 2 Years||64.18%||34.74%||29.44%|
|Last 3 Years||97.05%||44.87%||52.18%|
|Last 5 Years||131.56%||90.72%||40.84%|
|Last 10 Years||705.06%||175.42%||529.64%|