Marketocracy - m100

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The following important disclosures, disclaimers, limitations, frequently asked questions and policies (collectively, this Policy) apply to all investment and other research published or otherwise disseminated by Marketocracy, Inc. (Parent) and its affiliates, in particular its wholly owned subsidiary, Marketocracy Data Services LLC (MDS), a financial publisher (all collectively, Marketocracy, "we" or "us").

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Marketocracy m100 and mFOLIO Master Model Fund Web Logs

This site is the home of the model portfolio web logs of the very best of the Marketocracy model portfolio managers: the m100 and the mFOLIO Masters.

Marketocracy developed and launched the most realistic stock market trading simulation on the web in mid-2000 to enable portfolio managers to manage model mutual funds and establish their own personal track record to prove their investment talent. Our goal was to find the best portfolio managers in the world and to develop an investment research process that would challenge the $7 Trillion mutual fund industry and deliver the kinds of consistent outperformance we wanted for our families and our clients.

Marketocracy's website at www.marketocracy.com allows portfolio managers to trade U.S. trade-able equity securities in real-time with virtual money. Since 2000 we have executed millions of trades for over 100,000 people from 130 different countries managing model portfolios.


Marketocracy Model Funds vs. Top 50 Ranked Mutual Funds For 5 Years

See how Marketocracy model funds compare to the top ranked mutual funds as of 2014-02-21 by clicking on the image below:


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The mFOLIO Masters

For the m100 we select a team of 100 because although we may be wrong on any individual m100 model portfolio, we have confidence that as a group they will beat the market. mFOLIO Masters are m100 members that we have evaluated enough that we believe their model portfolio can stand alone. As we gather more investment decisions by a manager, we gain greater confidence in our ability to evaluate their investment skill and to assess when to invest in their model portfolio.

Here are a set of tables showing the recent returns, the annual returns, and the some performance and statistics that we use to compare funds.



Recent Returns (Cumulative as of 2016-09-23)
Master Fund Last Week Last Month Last 3 Months Last 6 Months YTD Return
Christopher Rees's 10stx 3.1% 0.5% 7.2% 28.8% 25.0%
Mike Koza's TGF 2.6% 5.8% 15.1% 28.3% 22.9%
Eugene Groysman's HYF 1.4% (0.2%) 6.0% 10.5% 15.6%
Wayne Himelsein's LFF 0.8% 0.9% 11.5% 17.1% 8.8%
Adam Thompson's TPSNX 1.6% (0.5%) 2.7% 9.9% 7.6%
Kai Petainen's KGLO 2.1% (3.2%) 7.8% 4.9% 5.9%
crossy's CIAF 0.9% 0.4% 20.4% 26.4% 5.6%
Ian St.Martin's ORR 2.9% 2.0% 7.8% 15.3% 5.6%
Eugene Groysman's EMF 0.2% (0.0%) 8.2% 5.8% 4.3%
Tim Eriksen's ESVF 1.3% 1.2% 7.7% 9.7% 3.9%
Timothy Siegel's SSOF1 0.9% (2.6%) 1.7% 5.5% 2.8%
Kai Petainen's KAI 3.6% 2.7% 12.8% 8.9% (0.1%)
John Patric Navin's JMF 1.1% (1.0%) 4.1% (1.0%) (1.7%)
Jim Van Meerten's VMNHI 1.9% (0.8%) 1.6% 1.2% (6.3%)
Justin Uyehara's HMF 5.8% (6.9%) 6.9% 8.2% (17.0%)
Kevin Wilde's GRQ/M (3.0%) (4.4%) (28.7%) (30.1%) (22.0%)
 
Average of Masters Funds 1.7% (0.4%) 5.8% 9.3% 3.8%




Annual Returns (Annualized as of 2016-09-23)
Master Fund 1 Year 3 Year 5 Year Since Inception Alpha Beta Fund Age Years
Justin Uyehara's HMF (26.8%) (5.6%) 6.9% 22.2% 13.7% 0.95 13.70
Eugene Groysman's EMF 4.5% 5.1% 7.1% 15.3% 7.3% 0.92 13.40
Kai Petainen's KAI 2.1% 5.8% 17.3% 15.2% 5.7% 0.98 13.60
crossy's CIAF (0.1%) 9.7% 16.1% 15.0% 8.5% 1.41 15.10
Mike Koza's TGF 19.2% (4.2%) 6.3% 14.1% 10.1% 1.95 15.60
Ian St.Martin's ORR 13.2% 6.9% 8.5% 13.1% 8.5% 0.89 15.30
Tim Eriksen's ESVF 1.9% 2.5% 6.0% 13.1% 7.0% 0.96 14.80
Adam Thompson's TPSNX 8.1% (1.8%) 7.2% 13.0% 8.3% 1.06 16.00
Kai Petainen's KGLO 23.2% 3.3% 9.9% 11.9% 2.2% 1.11 13.60
Timothy Siegel's SSOF1 5.6% 4.8% 6.1% 11.8% 3.9% 1.26 12.00
Wayne Himelsein's LFF 9.7% 17.4% 17.0% 11.8% 8.1% 0.83 16.00
Christopher Rees's 10stx 43.5% (14.3%) (4.1%) 11.2% 7.5% 1.16 15.90
John Patric Navin's JMF (1.0%) 5.4% 2.0% 6.9% 8.9% 0.08 15.40
Jim Van Meerten's VMNHI (16.8%) (10.6%) 0.8% 5.5% 0.7% 0.79 11.60
Eugene Groysman's HYF 9.7% 4.5% 0.6% (5.6%) 0.51 4.20
Kevin Wilde's GRQ/M (29.1%) (21.2%) (19.8%) (0.4%) 2.8% (0.00) 15.30
 
Average of Masters Funds 4.2% 0.5% 5.8% 11.3% 6.1% 0.9 13.8







On their individual model portfolio web blogs, you'll find sections that will help you understand each of these managers' model portfolio better. We provide you with some of the same proprietary tools that we developed to evaluate skill and assess timeliness for investing in a manager's model portfolio.

The Performance section gives you the same kind of performance information you would see for any mutual fund; however, very importantly, the track record we display is on a single manager instead of a fund. Most investors don't realize that the mutual fund performance information they are given was generated by a different fund manager or even several different managers than the manager that is currently managing their mutual fund.

The Portfolio section shows the composition of each model fund, by sector, by style, by top holdings, and turnover percentages.

The Timelineness section shows some of our most important tools. The performance zone chart shows Where a manager made their money (Gains) by sector and market capital categories so you can see where their strengths and weaknesses are as an investor. The chart also shows you where the manager is currently invested (Weights) so you can assess whether they are playing to their strengths (in their zone) of not. When a manager is investing out of their zone, it MAY be a good time to change managers. The Winning Ratios give you insight into How a manager made his money: whether they are a good stock picker (Winning %) or a good trader (Avg. Gain/Loss Ratio). The Alpha Success chart shows how frequently the manager beats the S&P 500 Index for various holding periods (in months). The Alpha Contour chart shows the how much the manager beat the market by for various holding periods.

The Strategy section describes the trading style of the fund manager. Finally, the Journal section is where the fund manager can periodically share his/her thoughts on the market, or on particular stocks, as they manage their fund.

You can view the weblogs of some of our best managers, the mFolio Masters, by following the links below, or in the m100 & mfolio blogs section on the left.

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Trading & Performance Statistics (as of 2016-09-23)
Master Fund Win Loss Ratio Average Gain Loss Ratio 1 Year Turnover 1 Month Batting Average 1 Year Batting Average
Wayne Himelsein's LFF (--err--) (--err--) 1185% 58% 76%
Justin Uyehara's HMF (--err--) (--err--) 60% 59% 72%
Kai Petainen's KAI (--err--) (--err--) 96% 57% 66%
Kai Petainen's KGLO (--err--) (--err--) 120% 52% 65%
Christopher Rees's 10stx (--err--) (--err--) 3% 55% 60%
Mike Koza's TGF (--err--) (--err--) 63% 51% 59%
crossy's CIAF (--err--) (--err--) 65% 55% 58%
Adam Thompson's TPSNX (--err--) (--err--) 0% 54% 53%
Tim Eriksen's ESVF (--err--) (--err--) 0% 53% 53%
Timothy Siegel's SSOF1 (--err--) (--err--) 8% 55% 51%
Jim Van Meerten's VMNHI (--err--) (--err--) 280% 46% 47%
Eugene Groysman's EMF (--err--) (--err--) 17% 51% 46%
Ian St.Martin's ORR (--err--) (--err--) 0% 54% 46%
John Patric Navin's JMF (--err--) (--err--) 0% 47% 45%
Kevin Wilde's GRQ/M (--err--) (--err--) 638% 46% 43%
Eugene Groysman's HYF (--err--) (--err--) 0% 36% 7%