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Marketocracy Portfolio Update - 10 September 2009



For the period ended 31 March 2009, my Marketocracy fund beat 97.8% of the participants. Thankfully, the record for the period ended 30 June 2009 saw my fund improving further to beat 99.5% of the participating funds.

On a year to date basis, the S&P 500 recorded a 16.48% return, while the Nasdaq secured 30.65% and the Dow notched a 8.78% return. My Marketocracy portfolio obtained a 69.36% return.




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

Sigh... I should really get back to fund mgmt ... ok head hunters, email me at malaysiafinance@gmail.com


http://malaysiafinance.blogspot.com/2009/07/marketocracy-portfolio-updated.html


left curve recent returns vs. major indexes right curve



MTD QTD YTD
SMF 4.08% 12.73% 69.36%
S&P 500 1.31% 12.91% 16.48%
DOW 0.54% 13.02% 8.78%
Nasdaq 2.55% 12.28% 30.65%


recent returns right curve


RETURNS
Last Week 7.00%
Last Month 4.12%
Last 3 Months 4.13%
Last 6 Months 87.67%
Last 12 Months 36.33%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 22.04%
(Annualized) 19.30%
S&P500 RETURNS
Last Week 3.92%
Last Month 2.87%
Last 3 Months 9.94%
Last 6 Months 38.13%
Last 12 Months -13.30%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -15.31%
(Annualized) -13.69%
RETURNS VS S&P500
Last Week 3.09%
Last Month 1.25%
Last 3 Months -5.81%
Last 6 Months 49.54%
Last 12 Months 49.63%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 37.35%
(Annualized) 32.99%



left curve alpha/beta vs. S&P500 right curve


Alpha 39.70%
Beta 1.19
R-Squared 0.81



left curve turnover right curve


Last Month 19.34%
Last 3 Months 98.41%
Last 6 Months 306.59%
Last 12 Months 375.59%

Symbol Price Shares Portion of Fund Inception Return
BAC $17.04 4,000 5.58% 46.99%
MGM $10.09 8,000 6.61% 49.73%
ACTG $9.23 9,000 6.81% 44.69%
BDD $12.29 5,000 5.03% 36.56%
F $7.39 10,000 6.06% 25.02%
QSII $57.18 1,500 7.03% 14.44%
JEC $46.42 1,500 5.71% 11.05%
KBW $29.74 4,500 10.97% 9.54%
STAR $25.31 3,500 7.26% 5.92%
PLD $11.32 8,118 7.53% 2.61%
PHM $12.38 8,000 8.12% 0.72%
LOW $21.72 3,500 6.23% -0.14%
NYB $10.75 6,000 5.28% -1.88%

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