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Glen Brownworth

Technology Consultant and Investor

  • North Brunswick, NJ
  • Jun 27, 2003
Funds
(GMF) glenbo_nj's Mutual Fund
MODEL INCEPTION (06/27/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 16.69% 9.38% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 21.33% 10.85% Beat the top performing mutual fund over 10 years.  
5 YRS 36.63% 14.51% Beat the top performing mutual fund over 5 years.  
3 YRS 47.92% 16.10% Beat the top performing mutual fund over 3 years.  
1 YR 62.75% 19.66% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • GMF Beat the top performing mutual fund over 10 years.
    Aug 31, 2018
  • GMF Beat the top performing mutual fund over 5 years.
    Aug 31, 2018
  • GMF Beat the top performing mutual fund over 3 years.
    Aug 31, 2018
  • GMF Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 64.37% -0.24%
Large Cap : Blend 27.91% 1.53%
Mid Cap : Growth 2.60% -0.73%
Small Cap : Blend 2.03% 1.41%
Large Cap : Value 1.96% 1.96%
Small Cap : Value 1.19% 0.68%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $10,628,539.44
Inception: Ticker Symbol: # of Securities:
June 27, 2003 GMF 12
Description:

I like to take RISK's. You have to in order to have the potential gains that come with making bigger moves. This fund is very much focused on technology. It's in a slump now, but it has always been the main driver of the economy, whether it's lightbulbs, automobiles, railroads, or the PC. It will come back, these stocks look the best! I work in technology, so my view is from the bottom up.

GMF | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months N/A
GMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $4,941,737.28
2 NVDA $2,058,085.82
3 ADBE $1,341,356.54
4 LRCX $747,736.73
5 ATVI $218,866.55
Position Symbol Gains
1 NVLS -$177,232.25
2 NXG -$112,874.30
3 BWNG -$55,847.56
4 ATYT -$32,910.60
5 BRCM -$26,941.98
GMF | Skill Metrics
All Positions
Winning % 70.59%
Avg. Gain/Loss Ratio 9.13
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 52.35% -0.44%
Technology 42.19% 1.34%
Health Care 3.49% 0.76%
Unallocated 2.03% 1.41%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF -0.00% -0.53% 13.56% 44.03%
S&P 500 -0.00% 0.00% 0.00% 0.00%
NASDAQ 0.05% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 3.61% 0.00% 3.61%
Last 30 Days -0.20% 1.10% -1.30%
Last 3 Months 13.56% 8.26% 5.30%
Last 6 Months 30.28% 14.53% 15.75%
Last 12 Months 61.54% 18.51% 43.03%
Last 2 Years 118.18% 0.00% 118.18%
Last 3 Years 224.22% 62.25% 161.97%
Last 5 Years 338.00% 93.08% 244.92%
Last 10 Years 686.89% 212.57% 474.32%
Since Inception 962.85% 310.26% 652.59%
(Annualized) 16.74% 9.69% 7.05%
Data as of: 09/29/2018
GMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
GMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 3095.46%
2 AMZN 2489.57%
3 ADBE 819.86%
4 SIRI 410.06%
5 NXGN 258.99%
Position Symbol Inception Return
1 TPX 14.47%
2 EBAY 41.79%
3 INTC 65.91%
4 OLED 81.27%
5 PAYX 111.76%