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Invest TodayINCEPTION (10/20/2000)
17 YRS
AVG. ANNUAL RETURN
17.74%
S&P RETURN
5.79%
(APMIF) APM Internet Fund
APMIF Growth of $10,000
APMIF Model
APMIF Composite
S&P 500
APMIF Month By Month (As Of: 05/24/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APMIF YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 11.11% | -2.30% | -4.38% | 1.17% | 7.16% | - | - | - | - | - | - | - | 12.54% | 2.81% |
| 2017 | 5.26% | 4.21% | 0.40% | 2.70% | 0.67% | 2.30% | 3.99% | 2.93% | 0.83% | 3.62% | 0.46% | -0.85% | 29.75% | 21.83% |
| 2016 | -9.30% | 0.67% | 10.22% | 0.41% | 0.45% | 0.10% | 10.74% | 6.19% | 2.67% | -3.49% | 5.56% | 1.10% | 26.38% | 11.96% |
| 2015 | -3.54% | 10.57% | -1.22% | -5.54% | -0.31% | 0.13% | -2.23% | -3.67% | -3.87% | 13.88% | -1.87% | -0.93% | -0.41% | 1.38% |
| 2014 | -7.55% | 10.96% | -3.98% | 4.70% | 8.60% | -0.48% | 2.75% | 4.88% | -4.23% | -5.30% | 0.70% | -4.62% | 4.63% | 13.69% |
| 2013 | -7.98% | -1.90% | 0.27% | 0.40% | 7.08% | -6.80% | 11.33% | 7.45% | 1.60% | 7.30% | 9.10% | -0.97% | 27.79% | 32.39% |
| 2012 | 13.30% | 18.38% | 11.26% | -0.94% | -6.16% | 1.89% | 2.90% | 4.84% | 0.71% | -9.91% | 2.48% | -8.07% | 30.33% | 16.00% |
| 2011 | 4.69% | 3.89% | 1.96% | 2.65% | -2.59% | -3.11% | 10.77% | -1.85% | -6.44% | 8.70% | -5.92% | 3.13% | 15.24% | 2.11% |
| 2010 | -7.97% | 8.53% | 13.46% | 8.45% | -8.32% | -4.44% | 8.58% | 0.17% | 17.39% | 7.65% | 4.07% | 3.09% | 58.77% | 15.06% |
| 2009 | -0.04% | 2.63% | 12.67% | 26.65% | 8.16% | 3.92% | 16.71% | 5.27% | 8.34% | -0.36% | 12.87% | 5.15% | 159.01% | 26.46% |
| 2008 | -24.93% | -4.90% | 8.88% | 18.49% | 5.29% | -13.04% | -3.84% | 1.38% | -30.10% | -14.06% | -7.25% | -5.46% | -56.70% | -37.00% |
| 2007 | 1.24% | 0.74% | 5.18% | 6.57% | 14.55% | 2.76% | 1.47% | 4.53% | 8.24% | 16.78% | -2.64% | 5.34% | 85.04% | 5.49% |
| 2006 | 4.67% | -5.59% | -2.88% | 2.42% | -7.56% | -3.40% | 6.91% | 5.05% | 8.15% | 4.71% | 6.77% | -3.99% | 14.44% | 15.79% |
| 2005 | -0.71% | 3.39% | -6.83% | -12.71% | 8.15% | -0.70% | 8.58% | 1.51% | 6.72% | -1.87% | 9.77% | 2.21% | 16.10% | 4.91% |
| 2004 | 8.58% | -2.38% | 2.01% | -3.22% | -0.18% | 4.89% | -9.83% | -0.92% | 3.90% | 6.14% | 16.21% | 0.04% | 25.51% | 10.88% |
| 2003 | -1.82% | -4.50% | -7.13% | 16.00% | 12.48% | 0.03% | 6.54% | 5.95% | -5.98% | 9.50% | -0.27% | 9.00% | 43.57% | 28.68% |
| 2002 | 3.19% | -5.85% | 3.80% | -0.48% | -1.97% | -7.12% | -2.92% | 0.42% | -2.32% | 6.70% | 8.61% | -54.50% | -54.12% | -22.10% |
| 2001 | 63.16% | -21.96% | 4.62% | 21.12% | 17.25% | 37.08% | -5.47% | 12.14% | -5.69% | 3.82% | 2.77% | 3.66% | 186.72% | -11.89% |
| 2000 | - | - | - | - | - | - | - | - | - | -6.94% | -43.20% | -12.52% | -53.76% | -5.26% |
Returns greater than 5%
Returns less than -5%
APMIF Composite Month By Month (As Of: 04/30/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APMIF YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 11.32% | -2.06% | -4.20% | 1.33% | - | - | - | - | - | - | - | - | 5.84% | -0.38% |
| 2017 | 5.42% | 4.05% | 0.62% | 2.66% | 0.94% | 2.48% | 4.18% | 2.83% | 0.95% | 3.80% | 0.16% | -0.70% | 30.86% | 21.83% |
| 2016 | -8.97% | 0.86% | 10.30% | 0.45% | 0.65% | 0.31% | 10.81% | 6.33% | 2.79% | -3.22% | 5.26% | 1.51% | 28.63% | 11.96% |
| 2015 | -3.39% | 10.73% | -1.03% | -5.35% | -0.13% | 0.37% | -1.95% | -3.50% | -3.64% | 14.05% | -1.68% | -0.70% | 1.98% | 1.38% |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
APMIF Top 5 Holdings
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| BABA | Alibaba Grp Shs Sponsored American Deposit Share R | $201.14 | 11.32% |
| FB | Facebook Inc | $185.19 | 10.94% |
| SQ | Square Inc | $56.03 | 9.46% |
| TWTR | Twitter Inc | $33.70 | 8.53% |
| AMD | Advanced Micro Devices Inc | $13.50 | 7.60% |
| Total | 47.86% |
APMIF Skill Metrics
Over the past years, Tony has invested in a total of 51 stocks at one time or another and made money on 28 (54.90%) of those stocks. Careful stock selection is one of the keys to success.
| All Positions | ||
|---|---|---|
| Stock Picking Skills | Winning % | 54.90% |
| Trading Skills | Avg. Gain/Loss Ratio | 9.14 |