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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
(APMHF) APM Hospitality Fund
MODEL INCEPTION (10/20/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
18+ YRS (As of: 12/14/2018) 4.35% 5.48% View Fund Stats
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(APMIF) APM Internet Fund
MODEL INCEPTION (10/20/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
18+ YRS (As of: 12/14/2018) 16.62% 5.48% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 30.13% 13.75% Beat the top performing mutual fund over 10 years.  
5 YRS 13.10% 10.05% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 21.11% 10.37% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 8.47% 1.30% Beat the 50th percentile of mutual funds over 1 year.  
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(APMRF) APM Retirement Fund
MODEL INCEPTION (06/25/2015) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 12/14/2018) 6.02% 9.46% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 0.37% 13.75%
5 YRS -32.72% 10.05%
3 YRS 12.48% 10.37% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 4.95% 1.30% Beat the 50th percentile of mutual funds over 1 year.  
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(APMCF) APM Catch Up Fund
MODEL INCEPTION (08/22/2015) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 12/14/2018) 10.47% 11.36% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 1.74% 13.75%
5 YRS -30.87% 10.05%
3 YRS 10.68% 10.37% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 10.17% 1.30% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • APMIF Beat the top performing mutual fund over 10 years.
    Nov 30, 2018
  • APMIF Beat the 75th percentile of mutual funds over 5 years.
    Nov 30, 2018
  • APMIF Beat the 75th percentile of mutual funds over 3 years.
    Nov 30, 2018
  • APMCF Beat the 75th percentile of mutual funds over 1 year.
    Nov 30, 2018
Articles

APM Internet Fund

APMIF | Price History
APMIF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 41.70% -0.43%
Unclassified Market Cap : Unclassified Style 17.89% 0.55%
Mid Cap : Value 15.44% -5.22%
Large Cap : Value 11.48% 0.47%
Large Cap : Blend 7.95% -0.60%
Mid Cap : Blend 4.90% 0.00%
Mid Cap : Growth 0.64% 1.20%
APMIF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Tony Mitchell $19,979,478.77
Inception: Ticker Symbol: # of Securities:
October 20, 2000 APMIF 26
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 N/A
Last 3 Months N/A
Last 6 Months 2.57%
Last 12 Months 21.28%
APMIF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $7,365,984.41
2 SQ $3,552,430.57
3 BKNG $3,277,032.35
4 AMD $3,026,629.86
5 FB $1,838,332.91
Position Symbol Gains
1 KMRTQ -$640,000.00
2 TWTR -$230,690.68
3 LC -$223,898.67
4 MCOMQ -$170,669.38
5 JD -$118,226.72
APMIF | Skill Metrics
All Positions
Winning % 50.98%
Avg. Gain/Loss Ratio 10.01
APMIF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 68.82% -0.33%
Consumer Discretionary 15.35% 0.44%
Financials 8.76% -1.67%
Industrials 4.10% 0.03%
Health Care 2.57% 1.01%
Unallocated 0.40% -0.81%
APMIF | Recent Returns vs S&P 500
MTD QTD YTD
APMIF 0.75% 9.65% 27.00%
S&P 500 0.00% 0.00% 0.00%
APMIF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 0.37% 0.00% 0.37%
Last Month -3.67% -0.78% -2.89%
Last 3 Months -14.82% -9.07% -5.75%
Last 6 Months -14.09% -4.51% -9.58%
Last 2 Years 31.34% 21.37% 9.97%
Last 3 Years 71.42% 36.81% 34.61%
Last 5 Years 77.20% 64.12% 13.08%
Last 10 Years 1,180.14% 256.03% 924.11%
Since Inception 1,530.82% 169.28% 1,361.54%
(Annualized) 16.62% 5.61% 11.01%
Data as of: 12/14/2018
APMIF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
APMIF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AAPL 3673.81%
2 SQ 736.14%
3 AMD 292.27%
4 GOOGL 85.74%
5 BAC 73.84%
Position Symbol Inception Return
1 GBTC -42.51%
2 JD -31.18%
3 STX -14.90%
4 GRPN -13.95%
5 TWTR -11.50%