Saturday, January 31, 2009

Performance details for Month 19

As of 1/31/2009, my 19 month old Magic Formula Fund (MFF1) is back to trailing the SP500. I am now trailing the SP500 by 3.57% (3.28% annualized). This is down from a month ago of beating the SP500 by 0.30% (0.29% annualized). My second fund, the 5 month old MFF2 fund, is trailing the SP500 by 12.10%. Click on the images below to see further details for MFF1.




Saturday, January 10, 2009

Jan 2009 Picks: MTW, WFR, BIDZ, RSH, TSCM

MFF1 picks: MTW, WFR, BIDZ
MFF2 picks: RSH, TSCM, BIDZ

Friday, January 9, 2009

Performance details for 1.5 years

As of 12/31/2008, my 18 month old Magic Formula Fund (MFF1) is beating the SP500 by 0.30% (0.29% annualized). This is up from a month ago of trailing the SP500 by 0.19% (2.65% annualized). My second fund, the 4 month old MFF2 fund, is trailing the SP500 by 10.34%. Click on the images below to see further details for MFF1.