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|(BRZ) Greg Bravo's "Best Ideas Fund"|
|MODEL INCEPTION (02/15/2003)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|17+ YRS (As of: 03/23/2020)||2.60%||8.31%||View Fund Stats|
|RETURN PERIOD (As Of: 02/29/2020)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|February 15, 2003||BRZ||0|
The goal of the fund is produce consistant returns year after year--- but then again, shouldn't that be everyone's goal anyway? Stocks are selected on fundamental analysis of companies--- based upon such things such as ROE, PEG, earnings growth and so on. Stocks are sold when I feel they are overvalued or when I need the money to buy something better. There are no sector restrictions-- I search for well-run companies across all sectors. The turnover is usually high, because I am unwilling to sit on large losses, and also because I make some decisions based on new news, which is constantly changing. This is not exactly a "buy and hold forever" fund, though I do let big winners run. (I have held GES since Nov 18, 2003.) I am almost always fully invested. This fund is where I apply everything I've learned about investing--- hence the name "Best Ideas Fund." UPDATE: Additional analysis criteria added June 15, 2004.
|Last 3 Months||N/A|
|Last 6 Months||N/A|
|Last 12 Months||N/A|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 3 Months||-5.06%||0.00%||-5.06%|
|Last 6 Months||-4.16%||-24.30%||20.14%|
|Last 12 Months||-5.84%||-18.51%||12.67%|
|5 BEST||5 WORST|