Preview

Eleven Two Fund Management Outperforms Major Indices With A 10-Year Average Annualized Return of 17.55%

Good Essays
Open Document
Open Document
1325 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Eleven Two Fund Management Outperforms Major Indices With A 10-Year Average Annualized Return of 17.55%
Eleven Two Fund Management Outperforms Major Indices With A 10-Year Average Annualized Return of 17.55%

(1888 PressRelease) Eleven Two Fund Management's investment strategy achieves multiple Top 10 Fund performances on Marketocracy; plans to offer free 30-minute phone consultation to new potential investors.

Atlanta, GA - The Fundamental Stock picks on Marketocracy selected by Eleven Two Fund Management (ETFM) President Thomas Cloud Jr. CFP®, ChFC® have achieved average annualized returns of 17.55% since February 2003, outperforming all the major indices during the same time period, including the Dow (8.65%), S&P 500 (9.13%), and NASDAQ (10.51%). By employing a strategy for picking and managing "fundamentally-sound or financially fit" stocks in industries with great promise, the fund has also earned a spot in Marketocracy's Top 10 Funds over fifteen times in recent years. This is a big accomplishment, considering there are over 25,000 competitors.

Marketocracy has given investors a place to track, analyze, and evaluate their investment strategies. ETFM's Fundamental Stock choices, which began on Marketocracy with $1 million of virtual money and a NAV of $10 per share, have grown significantly over the 11-year period between February 2003 and April 2014 to over $6 million and an NAV of $61.47 per share. While diversification in sectors and style has been key to the stocks' growth, the real secret to success has been in using some key pieces of information found in the Bible, according to Thomas Cloud, Jr.

"Another advantage I have over the indices, ETFs, and mutual funds is that I don't have a billion+ dollars to invest. So, I don't have to sacrifice on the quality of the companies I buy on behalf of my clients…"

Quality trumps quantity, leading to a major strategy for ETFM. Rather than choose a typical mutual fund or ETF with over 100 stocks, ETFM focuses on managing a smaller portfolio of specific top-tier companies. By buying equities for

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Milkmaid Analysis

    • 430 Words
    • 2 Pages

    Investors need to learn the art of managing their funds in such a manner as to maximize returns while minimizing risks. This is easier said than done. It is a complete science with its own set of rules and regulations. Mutual fund investments tend to help investors in this regard. By clearly defining the industry or the focus of the mutual fund,…

    • 430 Words
    • 2 Pages
    Satisfactory Essays
  • Good Essays

    Invest in the Markets. (2011, September 28). The Evening Investor Strategy – GMCR . Retrieved June 9, 2012, from Invest in the Markets: http://www.investinthemarkets.com…

    • 1351 Words
    • 6 Pages
    Good Essays
  • Satisfactory Essays

    Bill Miller Trust

    • 436 Words
    • 2 Pages

    In 2005 mutual funds were the fastest growing investment vehicle in the United States. Bill Miller is considered one of the greatest mutual fund managers of all time, since 1982 he defied the odds by consistently creating returns with his investments that outperformed the S&P index fourteen years in a row. There have been investors who created better returns in a year, but none have come close to have long term returns like his.…

    • 436 Words
    • 2 Pages
    Satisfactory Essays
  • Better Essays

    Dimensional Fund Advisors (DFA) is an investment firm based in Santa Monica, California, whose primary businesses are small stock funds. DFA’s core beliefs are efficient markets and two other principles: the value of sound academic research, and the ability of skilled traders to contribute to a fund’s profits even when the investment was inherently passive. With its founding, DFA surmised that acting on these beliefs would make it unique among investment companies. Besides, DFA charged fewer fees than those of most actively managed funds but more than those of pure index funds, which was fitting given DFA’s position in the market as a passive fund that still claimed to add value.…

    • 2329 Words
    • 10 Pages
    Better Essays
  • Good Essays

    But professional investors should have some real knowledge of beating the market, right? Isn't that…

    • 952 Words
    • 4 Pages
    Good Essays
  • Satisfactory Essays

    Even if mutual-fund guru Peter Lynch recommends this investment, it is not wise to buy it unless you have done your own research. – Argument of authority…

    • 521 Words
    • 3 Pages
    Satisfactory Essays
  • Powerful Essays

    Syllabi

    • 2758 Words
    • 12 Pages

    Dollar$ and Sense: A Workbook on the ABCs of Investments, by George A. Haloulakos, MBA, CFA (Bellevue, WA: Spartan Research and Consulting, Inc., 2002) ISBN: 9780-1007-2482-2…

    • 2758 Words
    • 12 Pages
    Powerful Essays
  • Powerful Essays

    Interco Case

    • 6530 Words
    • 27 Pages

    In this, Buffett analyzes and picks stock based on twelve tenets. Many investors would call this “focus investing”. This focus investing doesn’t only benefit Buffett in finding opportunities, but the methods provided also help other investors in gaining wealth. For example, Buffett never considered technology and small cap stocks; others have found some businesses in which can be considered as focus investing. The essential Buffett will help investors to stay focus and be determined to beat the market just as same as Buffett and other focus investors have succeeded.…

    • 6530 Words
    • 27 Pages
    Powerful Essays
  • Satisfactory Essays

    J.D. Williams, Inc is an investment advisory firm that manages more than $120 million in funds for its numerous clients. The company uses an asset allocation model that recommends the portion of each client’s portfolio to be invested in a growth stock fund, an income fund, and a money market fund. To maintain diversity in each client’s portfolio, the firm places limits on the percentage of each portfolio that may be invested in each of the three funds. General guidelins indicate that the amount invested in the growth fund must be between 20% and 40% of the total portfolio value. Similar percentages for the other two funds stipulate that between 20% and 50% of the total portfolio value must be in the income fund and at least 30% of the total portfolio value must be in the money market fund.…

    • 276 Words
    • 2 Pages
    Satisfactory Essays
  • Powerful Essays

    The report of performance analysis consists of analysis of three mutual funds in Malaysia. These are RHB, CIMB, and PUBLIC Mutual. In order to analyse their performance, the return in terms of percentage (%) of 4 different funds were analysed. The four different funds are equity fund, balance fund, bond fund and money market fund. After the analysis done, conclusion and recommendation are provided.…

    • 5745 Words
    • 23 Pages
    Powerful Essays
  • Powerful Essays

    The success of any research study depends upon a number of factors among which the proper guidance from the experts in the industry and a faculty plays an important role.…

    • 20546 Words
    • 83 Pages
    Powerful Essays
  • Powerful Essays

    Essat

    • 1494 Words
    • 6 Pages

    Fisher, Kenneth L. 2013. Little Book of Market Myths : How to Profit by Avoiding the Investing Mistakes Everyone Else Makes…

    • 1494 Words
    • 6 Pages
    Powerful Essays
  • Powerful Essays

    Amfi Revison Kit

    • 11123 Words
    • 45 Pages

    Concept & Role of Mutual Funds Fund Structure and Constituents Legal & Regulatory Framework The Offer Document Fund Distribution and Sales Practices Accounting, Valuation and Taxation Investor Services Investment Management Measuring & Evaluating Mutual Fund Performance Helping Investors with Financial Planning Recommending Financial Planning Strategies to Investors Selecting the right Investment Products for Investors Helping Investors understand risks in Fund Investing Recommending Model Portfolios and…

    • 11123 Words
    • 45 Pages
    Powerful Essays
  • Powerful Essays

    Agrawal Deepak and Patidar Deepak in their study entitled, A Comparative Study of Equity Based MutuaL Fund of Reliance and HDFC (2010) Prabandhan & Taqniki, Vol. 3, pp. 145-154, October 2009 2011…

    • 15709 Words
    • 63 Pages
    Powerful Essays
  • Powerful Essays

    In this context as a student of COLLEGE OF MANAGEMENT RESEARCH & ENGINEERING (CMRE) WARJE, Pune I would first of all like to express my gratitude to Mr.J. D. AMBRE for assigning me such a worthwhile topic AWARNESS OF MUTUAL FUND AND ITS SCOPE to work upon in KARVY STOCK BROKING LTD. The project couldn‟t have been complete without timely and vital help of other office staff. Special thank to Mr. Ninad Raghatate, Mr. Vikrant Joshi, Ms. Sonal Chopra for their invaluable guidance, keen interest, cooperation, inspiration and of course moral support through out my project session.…

    • 10316 Words
    • 42 Pages
    Powerful Essays

Related Topics