• INCEPTION (10/20/2000)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • 17.42%
  • S&P RETURN

  • 3.72%
(APMIF) APM Internet Fund

APMIF Growth of $10,000

APMIF
APMIF Composite
S&P 500

APMIF Month By Month (As Of: 11/30/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec APMIF YTD S&P YTD
20175.25%4.21%0.40%2.70%0.67%2.30%3.99%2.93%0.83%3.62%0.47%-30.86% 20.49%
2016-9.30%0.69%10.21%0.41%0.45%0.10%10.74%6.19%2.67%-3.49%5.56%1.10%26.39% 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%
201213.30%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%
20114.69%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%
20071.24%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%
20064.67%-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%
20048.58%-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%
20023.19%-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%
200163.16%-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: 11/30/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec APMIF YTD S&P TR YTD
20175.42%4.05%0.62%2.66%0.94%2.48%4.18%2.83%0.95%3.80%0.16%-31.78% 20.49%
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
FB Facebook Inc $176.96 11.19%
BABA Alibaba Grp Shs Sponsored American Deposit Share R $174.64 11.04%
SQ Square Inc $38.08 9.63%
TWTR Twitter Inc $21.65 6.71%
GOOGL Alphabet Inc $1048.77 6.63%
Total 45.20%

APMIF Skill Metrics


Over the past years, Tony has invested in a total of 40 stocks at one time or another and made money on 24 (60.00%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 60.00%
Trading Skills Avg. Gain/Loss Ratio 4.97

APMIF Alpha/Beta


Alpha 14.74
Beta 1.23
R-Squared 32.3