Web Site Microcap Portfolio Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Day) 05/11/21
Ranking SystemAggressive
Total Market Value (inc. Cash)$2,426,827,354.70
Cash$998,719.59
Number of Positions10
Total Return2,426,727.35%
Benchmark Return240.74%
Active Return2,426,486.62%
Annualized Return57.10%
Annual Turnover584.99%
Max Drawdown-22.85%
Overall Winners (682/1365) 49.96%
Sharpe Ratio1.76
Correlation with S&P 500 ($SP500)0.39