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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||18.14%||5.85%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 05/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
This is one of the rare times when individual investors have a trading advantage over institutions. Read More...
JUN 18, 2018 | Forbes Article
JUN 15, 2018 | Forbes Article
When a CEO sells a lot of stock, it is hard to dispel the thought that bad news is coming. But CEOs are not necessarily great investors. Here's how Tony Mitchell, one of my best managers, did a better Read More...
APR 27, 2018 | Forbes Article
APR 26, 2018 | Forbes Article
|Large Cap : Growth||51.36%||-0.28%|
|Unclassified Market Cap : Unclassified Style||14.77%||-2.43%|
|Large Cap : Value||12.72%||-0.12%|
|Mid Cap : Value||8.32%||0.96%|
|Large Cap : Blend||7.88%||-0.80%|
|Mid Cap : Blend||4.35%||2.99%|
|Mid Cap : Growth||0.61%||-0.33%|
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||3.01%|
|Last 6 Months||11.77%|
|Last 12 Months||25.57%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||-1.21%||0.00%||-1.21%|
|Last 30 Days||7.57%||2.28%||5.29%|
|Last 3 Months||13.32%||5.05%||8.27%|
|Last 6 Months||20.58%||4.69%||15.89%|
|Last 12 Months||32.06%||16.23%||15.83%|
|Last 2 Years||100.49%||42.04%||58.45%|
|Last 3 Years||94.10%||40.71%||53.39%|
|Last 5 Years||191.81%||94.13%||97.68%|
|Last 10 Years||720.93%||168.58%||552.35%|