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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 Retirement Fund

APMRF | Price History
APMRF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 55.09% -0.73%
Large Cap : Value 20.58% 0.29%
Large Cap : Blend 11.53% -0.93%
Small Cap : Blend 4.52% 0.00%
Micro Cap : Value 2.71% 0.06%
Mid Cap : Growth 2.30% 0.69%
Unclassified Market Cap : Unclassified Style 2.21% -0.81%
APMRF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Tony Mitchell $1,285,625.59
Inception: Ticker Symbol: # of Securities:
June 25, 2015 APMRF 16
Description:

This fund is designed for the investor looking toward retirement whose retirement funds are lagging their retirement needs and is seeking an edge over an S&P fund without too much added risk, to catch up! This fund seeks out growth companies that are undervalued as determined by the analysis of the fund manager, and will rebalance as needed to meet this mission by buying the right companies when the right opportunities are present, and selling them when 80% of the growth opportunity over the next 12 months has been captured and greater opportunities are available. The majority of this fund will be spread over multiple sectors to minimize risk, while maximizing returns.

APMRF | Turnover
Last Month N/A
Last 3 Months 3.32%
Last 6 Months 11.87%
Last 12 Months 44.25%
APMRF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 TWTR $73,158.22
2 WYNN $65,757.03
3 X $54,759.58
4 URI $37,406.59
5 FB $36,984.65
Position Symbol Gains
1 GE -$40,734.29
2 VXX -$20,376.02
3 F -$17,731.80
4 HRI -$12,010.86
5 MU -$8,320.00
APMRF | Skill Metrics
All Positions
Winning % 65.52%
Avg. Gain/Loss Ratio 1.91
APMRF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 38.06% -0.97%
Health Care 22.86% 0.82%
Consumer Discretionary 15.92% 0.02%
Financials 8.64% -0.70%
Industrials 6.72% 0.02%
Energy 4.52% 0.00%
Unallocated 2.21% -0.81%
APMRF | Recent Returns vs S&P 500
MTD QTD YTD
APMRF -3.18% -3.59% 3.83%
S&P 500 0.00% 0.00% 0.00%
APMRF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.43% 0.00% -0.43%
Last Month -2.73% -0.78% -1.95%
Last 3 Months -6.16% -9.07% 2.91%
Last 2 Years 12.67% 21.37% -8.70%
Last 3 Years 41.22% 36.81% 4.41%
Since Inception 22.51% 34.35% -11.84%
(Annualized) 6.02% 8.87% -2.85%
Data as of: 12/14/2018
APMRF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
APMRF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 TWTR 58.03%
2 FB 40.56%
3 CSCO 28.19%
4 UPS 18.09%
5 SBUX 8.72%
Position Symbol Inception Return
1 F -32.40%
2 MU -15.54%
3 DBX -10.09%
4 C -3.07%
5 EEP -2.42%