Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.Track Manager
Want more information on investing with this manager?
If you are interested in investing in one of Tony Mitchell's funds. Click the link below to get started.Invest Today
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||17.46%||5.69%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 03/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
APR 11, 2018 | Forbes Article
After a strong January, the S&P 500 is now down 2.76% for the year. Many investors are considering moving to cash until the volatility settles down. But volatility can present opportunities for gains. Read More...
MAR 27, 2018 | Forbes Article
MAR 20, 2018 | Forbes Article
MAR 06, 2018 | Forbes Article
Facebook and Twitter have already replaced broadcast TV, cable TV, and newspapers for lots of Americans. By becoming trusted news sources, Facebook and Twitter are creating a lot of value for Read More...
FEB 20, 2018 | Forbes Article
|Large Cap : Growth||48.78%||-1.37%|
|Large Cap : Value||14.27%||-0.80%|
|Unclassified Market Cap : Unclassified Style||13.03%||-1.97%|
|Large Cap : Blend||11.95%||-0.87%|
|Mid Cap : Value||5.98%||-1.09%|
|Mid Cap : Blend||5.37%||0.50%|
|Mid Cap : Growth||0.68%||0.99%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|October 20, 2000||APMIF||25|
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||9.29%|
|Last 6 Months||17.25%|
|Last 12 Months||25.63%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||1.81%||0.00%||1.81%|
|Last 30 Days||-0.79%||0.58%||-1.37%|
|Last 3 Months||-0.71%||-5.03%||4.32%|
|Last 6 Months||7.87%||4.54%||3.33%|
|Last 12 Months||26.81%||15.32%||11.49%|
|Last 2 Years||73.53%||32.28%||41.25%|
|Last 3 Years||63.98%||34.15%||29.83%|
|Last 5 Years||176.66%||88.63%||88.03%|
|Last 10 Years||615.17%||138.78%||476.39%|