Further updates to Salvador Dali Mutual Fund (SMF) at Marketocracy. Beating the S&P500 by 33 percentage points since inception.
http://malaysiafinance.blogspot.com/search?q=marketocracy
 |  SMF |  m100 |  S&P 500 |  DJIA |  Nasdaq |
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 | recent returns vs. major indexes |  | |
| | | | | Beating | Today | MTD | QTD | YTD |
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| SMF | | 0.81% | -10.50% | -8.33% | -3.24% | | S&P 500 |  | 0.04% | -9.37% | -7.94% | -2.98% | | DOW | | -0.23% | -8.56% | -7.28% | -3.47% | | Nasdaq | | -0.12% | -10.06% | -7.69% | -2.45% | | | |
| recent returns | |
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| | | | RETURNS | | Last Week | -4.66% | | Last Month | -12.18% | | Last 3 Months | -1.27% | | Last 6 Months | 1.77% | | Last 12 Months | 19.79% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 22.22% | | (Annualized) | 11.57% | |
| | | S&P500 RETURNS | | Last Week | -5.53% | | Last Month | -11.62% | | Last 3 Months | -1.45% | | Last 6 Months | -2.41% | | Last 12 Months | 23.53% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -10.79% | | (Annualized) | -6.04% | |
| | | RETURNS VS S&P500 | | Last Week | 0.87% | | Last Month | -0.56% | | Last 3 Months | 0.19% | | Last 6 Months | 4.17% | | Last 12 Months | -3.75% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 33.01% | | (Annualized) | 17.61% | |
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| | alpha/beta vs. S&P500 | | |
| | | | Alpha | 19.76% | | Beta | 1.15 | | R-Squared | 0.78 | |
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| | turnover | | |
| | | | Last Month | 20.08% | | Last 3 Months | 42.90% | | Last 6 Months | 75.58% | | Last 12 Months | 231.00% | | | | |
| Symbol | Price | Shares | Value | Portion of Fund | Gains | Inception Return |
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| NYB | $15.44 | 6,000 | $92,640.00 | 7.52% | $26,907.27 | 40.93% | | QSII | $58.69 | 1,500 | $88,035.00 | 7.14% | $19,597.77 | 16.33% | Details | | GE | $15.95 | 4,000 | $63,800.00 | 5.18% | $4,562.75 | 7.70% | Details | | FMC | $58.88 | 1,500 | $88,320.00 | 7.17% | $4,106.83 | 4.88% | Details | | C | $3.78 | 30,000 | $113,400.00 | 9.20% | $69,755.30 | 19.97% | Details | MIDDLE | | PLD | $11.48 | 8,118 | $93,194.64 | 7.56% | $3,635.70 | 4.06% | | NVDA | $12.69 | 9,000 | $114,210.00 | 9.27% | -$3,567.70 | -3.03% | | WFMI | $39.40 | 2,500 | $98,500.00 | 7.99% | -$3,794.61 | -3.71% | | GS | $142.56 | 700 | $99,792.00 | 8.10% | -$4,808.90 | -4.60% | | BAC | $15.49 | 9,000 | $139,410.00 | 11.31% | $54,493.55 | 19.39% | Details | | SUN | $28.08 | 3,000 | $84,240.00 | 6.84% | -$5,369.03 | -5.99% | Details | | POT | $95.57 | 1,000 | $95,570.00 | 7.76% | -$12,820.63 | -11.83% | Details |
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| Close Date | Type | Symbol | Shares | Net Avg. Price | Net |
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| May 25, 2010 | Sell | BDD | 166 | $11.7287 | $1,946.96 |
| May 25, 2010 | Sell | BDD | 4,581 | $12.5925 | $57,686.31 |
| May 17, 2010 | Buy | BDD | 850 | $11.2524 | $9,564.50 |
| May 17, 2010 | Buy | WFMI | 1,000 | $40.9849 | $40,984.92 |
| May 14, 2010 | Buy | NVDA | 4,000 | $12.75 | $51,000.00 |
| May 14, 2010 | Buy | WFMI | 1,500 | $40.8731 | $61,309.69 |
| May 14, 2010 | Sell | NVDA | 0 | $0 | $0.00 |
| May 10, 2010 | Sell | VXZ | 1,000 | $78.9714 | $78,971.42 |
| May 10, 2010 | Sell | VXX | 2,500 | $24.8431 | $62,107.65 |
| May 5, 2010 | Sell | BDD | 1,103 | $14.0744 | $15,524.12 |
| May 4, 2010 | Buy | GS | 700 | $149.4299 | $104,600.90 |
| May 3, 2010 | Buy | POT | 1,000 | $108.3906 | $108,390.63 |
| Apr 21, 2010 | Sell | NATH | 5,000 | $15.3098 | $76,549.10 |
| Apr 16, 2010 | Buy | SUN | 0 | $0 | $0.00 |
| Apr 16, 2010 | Buy | SUN | 3,000 | $29.8697 | $89,609.03 |
| Apr 16, 2010 | Sell | F | 10,000 | $13.7793 | $137,792.68 |
| Apr 12, 2010 | Sell | LOW | 3,500 | $25.439 | $89,036.37 |
| Mar 10, 2010 | Buy | VXX | 1,000 | $23.3437 | $23,343.74 |
| Feb 24, 2010 | Buy | VXZ | 1,000 | $70.5357 | $70,535.73 |
| Feb 24, 2010 | Buy | VXX | 1,500 | $26.8776 | $40,316.38 |
| Feb 24, 2010 | Buy | FMC | 1,500 | $56.1421 | $84,213.17 |
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