Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

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

  • 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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
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 Catch Up Fund

APMCF | Price History
APMCF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 37.94% -2.12%
Consumer Discretionary 18.42% 0.72%
Financials 14.94% -0.85%
Health Care 10.57% 0.82%
Industrials 8.09% 0.02%
Materials 4.23% 1.40%
Energy 3.81% 0.00%
Unallocated 2.00% -0.34%
APMCF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Tony Mitchell $1,580,676.01
Inception: Ticker Symbol: # of Securities:
August 22, 2015 APMCF 20
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.

APMCF | Turnover
Last Month N/A
Last 3 Months 3.77%
Last 6 Months 11.85%
Last 12 Months 36.67%
APMCF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AMD 154.45%
2 X 112.88%
3 BAC 91.62%
4 C 75.93%
5 TWTR 54.73%
Position Symbol Inception Return
1 RAD -57.76%
2 GRPN -13.83%
3 DBX -10.09%
4 MGM -5.87%
5 PRU -5.31%
APMCF | Recent Returns vs S&P 500
MTD QTD YTD
APMCF 1.02% 5.72% 16.07%
S&P 500 0.00% 0.00% 0.00%
APMCF | Skill Metrics
All Positions
Winning % 62.07%
Avg. Gain/Loss Ratio 2.63
APMCF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 34.68% -0.94%
Mid Cap : Value 25.64% -1.91%
Large Cap : Blend 13.64% -0.69%
Mid Cap : Growth 9.19% 1.54%
Large Cap : Value 8.42% -0.44%
Unclassified Market Cap : Unclassified Style 4.61% 0.31%
Small Cap : Blend 3.81% 0.00%
APMCF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.66% 0.00% -0.66%
Last Month -5.24% -0.78% -4.46%
Last 3 Months -14.98% -9.07% -5.91%
Last 2 Years 6.27% 21.37% -15.10%
Last 3 Years 31.23% 36.81% -5.58%
Since Inception 39.12% 48.68% -9.56%
(Annualized) 10.49% 12.73% -2.24%
Data as of: 12/14/2018
APMCF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
APMCF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMD $187,500.00
2 X $120,267.40
3 WYNN $97,057.66
4 TWTR $84,853.18
5 HLF $61,227.51
Position Symbol Gains
1 RAD -$105,026.38
2 SDS -$28,406.72
3 GE -$24,490.76
4 GILD -$8,351.20
5 GRPN -$6,051.54