Skip to main content

Update On Marketocracy Portfolio

Fund Performance for salvadordali's Mutual Fund May 05, 2009
left curve fund rankings right curve

For the six month period ending March 31, 2009 your fund outperformed 97.8% of the other funds on our site. Your forum and other privileges are based on this ranking

My portfolio was started on 1st August 2008. Marketocracy lets you manage a virtual portfolio of $1M in a simulated trading environment, allowing you to track your performance accurately and compare your fund management skills to other investors and professional fund managers. Yes, they do take into account transaction cost as well. If your track record turns out to be one of the best, you could be hired to help manage a real fund at Marketocracy. It's a great place to learn, and a great place to prove your talent. They also have important rules to ensure that you are running an actual investing portfolio and not just sitting on cash:
  • No position can exceed 25% of your total portfolio value.
  • Half your portfolio must be comprised of positions under 10% each.
  • Your cash position isn't limited by this guideline, although you must be 65% invested
My fund was smartly called SMF, or Salvador Mutual Fund (no, not the foul language acronyms you are thinking). So far so good, although the first couple of months was iffy. SMF fund performance in orange colour.

The main objective of the fund is to beat the S&P 500. For the past 6 months, the S&P 500 has gained1.33% while my fund has gained 51.1%. There are usually rules which dictate that you must be at least 60% or 80% invested at all time, and your aim is to beat the index. If you can consistently beat the index, you should be golden. If you look at the turnover rates, I have increased the trading activity over the past two months as I think the recovery is still volatile and is more suited to be traded.

modern portfolio theory, you basically aim to beat the index, based on the premise that:

over the long run stocks offer superior returns

hence if you consistently beat the index, over the long run, you should have superior returns

graph of fund vs. market indexes
SMF m100 S&P 500 DJIA Nasdaq

left curve recent returns vs. major indexes right curve

Beating Today MTD QTD YTD
5.72% 5.71% 32.23% 39.14%
S&P 500 1.74% 3.57% 13.48% 0.98%
DOW 1.21% 2.97% 10.54% -4.17%
Nasdaq 0.28% 2.14% 14.75% 11.23%

left curve recent returns right curve

Last Week 10.72%
Last Month 19.90%
Last 3 Months 46.54%
Last 6 Months 51.11%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 0.27%
(Annualized) 0.35%
Last Week 5.72%
Last Month 7.44%
Last 3 Months 9.35%
Last 6 Months 1.33%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -26.58%
(Annualized) -32.68%
Last Week 5.00%
Last Month 12.46%
Last 3 Months 37.18%
Last 6 Months 49.78%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 26.85%
(Annualized) 33.02%

Symbol Price Value Portion of Fund Gains Inception Return
EXM $9.50 $57,000.00 5.38% $48,418.60 51.01%
BRCD $5.96 $89,400.00 8.43% $28,839.56 47.62% Details
BAC $12.69 $76,140.00 7.18% $36,233.22 27.27% Details
ERX $34.00 $170,000.00 16.04% $46,937.10 29.08% Details
F $6.26 $125,200.00 11.81% $17,135.62 15.86%
QSII $55.14 $55,140.00 5.20% $12,248.72 12.97%
WFR $18.71 $112,260.00 10.59% $6,496.56 6.14%
DLTR $42.78 $66,736.80 6.30% $3,035.54 3.66%
GCH $10.14 $72,571.98 6.85% $1,111.51 1.27% Details
ACTG $4.67 $56,040.00 5.29% $170.70 0.18% Details
SXE $25.22 $75,660.00 7.14% -$12,300.47 -13.98% Details

p/s photos: Angelababy


ian said…
Congratulations Mr SD. You have accomplished what Warren Buffet has failed to do - beat the S & P 500.

Ian Yoong
Sealand Blog said…
what are you going to do with the stocks in red colour?

And how did you pick those stocks? Didnt even heard of these names before! Did you read all the us company statements from A-Z?

Anyway superb job!
solomon said…
I checked all the stocks you entered and most of them are familiar, consistent with yr blogging ideas.

I have opened mine and will compete with you. No competition no fun....see whether a non financial man can beat your fund....better than losing quick bucks in real mkt and get the whole life mumbling from wife?? Ha ha...

Popular posts from this blog

My Master, A National Treasure

REPOST:  Its been more than two years since I posted on my sifu. This is probably the most significant posting I had done thus far that does not involve business or politics. My circle of close friends and business colleagues have benefited significantly from his treatment.

My Master, Dr. Law Chin Han (from my iPhone)

Where shall I start? OK, just based on real life experiences of those who are close to me. The entire Tong family (Bukit Kiara Properties) absolutely swear that he is the master of masters when it comes to acupuncture (and dentistry as well). To me, you can probably find many great dentists, but to find a real Master in acupuncture, thats a whole different ballgame.

I am not big aficionado of Chinese medicine or acupuncture initially. I guess you have to go through the whole shebang to appreciate the real life changing effects from a master.

My business partner and very close friend went to him after 15 years of persistent gout problem, he will get his heavy attacks at least…

PUC - An Assessment

PUC has tried to reinvent itself following the untimely passing of its founder last year. His younger brother, who was highly successful in his own right, was running Pictureworks in a number of countries in Asia.

The Shares Price Rise & Possible Catalysts

Share price has broken its all time high comfortably. The rise has been steady and not at all volatile, accompanied by steady volume, which would indicate longer term investors and some funds already accumulating nd not selling back to the market.

Potential Catalyst #1

The just launched Presto app. Tried it and went to the briefing. Its a game changer for PUC for sure. They have already indicated that the e-wallet will be launched only in 1Q2018. Now what is Presto, why Presto. Its very much like Lazada or eBay or Alibaba. Lazada is a platform for retailers to sell, full stop. eBay is more for the personal one man operations. Alibaba is more for wholesalers and distributors.

Presto links retailers/f&b/services originators with en…

How Long Will The Bull Lasts For Malaysia

Are we in a bull run? Of course we are. Not to labour the point but I highlighted the start of the bull run back in January this year... and got a lot of naysayers but never mind:

p/s: needless to say, this is Jing Tian ... beautiful face and a certain kind of freshness in her looks and acting career thus far

I would like to extend my prediction that the bull run for Bursa stocks should continue to run well till the end of the year. What we are seeing for the past 3 weeks was a general lull where volume suddenly shrunk but the general trend is still intact. My reasons for saying so:

a) the overall equity markets globally will be supported by a benign recovery complemented by a timid approach to raising rates by most central banks

b) thanks to a drastic bear run for most commodities, and to a lesser extent some oil & gas players, the undertone for "cost of materials" have been weak and has pr…