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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 17.77% 5.88% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 19.30% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 16.91% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.76% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 29.76% 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.
    Dec 31, 2017
  • APMIF Beat the 75th percentile of mutual funds over 5 years.
    Dec 31, 2017
  • APMIF Beat the 75th percentile of mutual funds over 3 years.
    Dec 31, 2017
  • APMIF Beat the 75th percentile of mutual funds over 1 year.
    Dec 31, 2017
Articles

APM Internet Fund

APMIF | Price History
APMIF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 47.76% -0.71%
Large Cap : Value 14.52% -0.83%
Unclassified Market Cap : Unclassified Style 13.83% -1.06%
Large Cap : Blend 11.04% 0.15%
Mid Cap : Value 6.98% -3.04%
Mid Cap : Blend 4.77% -1.82%
APMIF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Tony Mitchell $17,030,166.43
Inception: Ticker Symbol: # of Securities:
October 20, 2000 APMIF 22
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 5.16%
Last 3 Months 7.74%
Last 6 Months 17.03%
Last 12 Months 22.43%
APMIF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $7,206,054.41
2 PCLN $3,277,032.35
3 FB $1,962,527.91
4 SQ $1,772,071.22
5 AMD $1,119,629.86
Position Symbol Gains
1 KMRTQ -$640,000.00
2 LC -$223,898.67
3 MCOMQ -$170,669.38
4 VXX -$110,768.40
5 SDS -$103,933.38
APMIF | Skill Metrics
All Positions
Winning % 58.70%
Avg. Gain/Loss Ratio 7.94
APMIF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 59.39% -0.61%
Consumer Discretionary 23.63% -1.07%
Financials 10.20% -0.54%
Industrials 3.77% -1.76%
Health Care 1.91% -1.04%
APMIF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
APMIF -0.00% -2.59% 8.25% 8.25%
S&P 500 0.04% -3.24% 2.19% 2.19%
NASDAQ -0.23% 0.00% 0.00% 0.00%
APMIF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 4.39% 4.37% 0.02%
Last Month 1.82% -2.32% 4.14%
Last 3 Months 6.01% 6.44% -0.43%
Last 6 Months 15.89% 13.73% 2.16%
Last 12 Months 30.74% 18.72% 12.02%
Last 2 Years 99.54% 47.78% 51.76%
Last 3 Years 66.75% 38.51% 28.24%
Last 5 Years 152.39% 99.57% 52.82%
Last 10 Years 784.33% 151.44% 632.89%
Since Inception 1,603.02% 175.38% 1,427.64%
(Annualized) 17.77% 6.02% 11.75%
Data as of: 02/16/2018
APMIF | Alpha/Beta VS. S&P 500
Alpha 14.26%
Beta 1.22
R-Squared 0.32
APMIF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AAPL 3594.88%
2 SQ 368.70%
3 AMD 111.69%
4 BAC 90.06%
5 BABA 75.64%
Position Symbol Inception Return
1 IBM -1.17%
2 TWTR 0.05%
3 SBUX 0.71%
4 MU 3.74%
5 INTC 4.38%