Important Disclaimer: The editor of this journal and manager of this model portfolio is not as an employee of Marketocracy or any of its affiliates but is an independent investment researcher acting solely as an independent contractor. Marketocracy expressly disclaims any control over (i) the editor's statements and opinions on this Site or elsewhere and the content thereof, and (ii) the editor's activities and the activities of other investors influenced by the editor, including securities trading activities, for which the editor and such other investors are solely responsible. Before relying on the editor's opinions, always assume that the editor and other investors influenced by the editor have material financial interests in these stocks and hold or trade them contrary to those opinions. Continue reading for more detailed important disclosures, disclaimers and material conflicts of interest.

Continue reading "Disclaimer" »

Recent Journal Posts

Performance for mFOLIO Master Ian St. Martin (ist.martin:ORR)

When you're looking for someone to help you invest, the most important information you can have is his or her personal investing track record. A personal track record is very different from a track record on a mutual fund, which most investors use and has most often built by a different manager than the current fund manager managing your money. Marketocracy has more detailed track records on more individuals than anyone in the world and that helps us to zero in on the best, most skilled investors, assess when is a good time to invest in their portfolio, and when its a good time to sell.

This is the track record for mFOLIO Master, Ian St. Martin's ORR Optimal Risk Reward model portfolio at Marketocracy and I think you'll be impressed. We like it so much that we've created a mFOLIO, ist.martin:ORR, which tracks the stocks in his model portfolio for our affiliate, Marketocracy Capital Management LLC. To find out more about opening a managed account and investing in the ist.martin:ORR mFOLIO, click here.

On this page we show various Performance charts and tables for Ian St. Martin's ORR model fund. The kind you would typically see at other financial websites and publications that track the performance of a fund; but importantly not the track record of the manager managing the fund. The track record of a fund typically has been delivered by several managers and several analysts that are no longer managing the fund. Even though it is the manager that will deliver the future performance your investment is depending upon.

Inception Date: 5/23/2001

ORR Cumulative Returns Since Inception (as of 2015-09-19)
graph of fund vs. market indexes
ORR m100 S&P 500 NASDAQ
Returns are after all implied fees including 5c/share transaction fees,
SEC fees, management and administration fees of 1.95%

ORR Recent Returns vs S&P500 (as of 2014-04-26)
ReturnsORRS&P500ORR vs S&P500
Last Week-2.01%-0.06%-1.95%
Last Month-7.13%0.72%-7.85%
Last 3 Months-5.84%4.63%-10.47%
Last 6 Months2.81%6.99%-4.18%
Last Year10.58%20.05%-9.47%
Last 2 Years22.17%39.96%-17.79%
Last 3 Years13.90%47.66%-33.76%
Last 5 Years28.69%139.23%-110.54%
Since Inception495.28%86.54%408.74%

Marketocracy Rules | Privacy Statement | Services Agreement | Questions

Copyright © 2006-2014. Marketocracy. All rights reserved
Marketocracy, the Marketocracy logo and m100 are service marks of Marketocracy, Inc.
Patents Pending

All quotes delayed 20 minutes