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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
14+ YRS 15.47% 9.77% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 14.29% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 29.31% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 38.80% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 47.96% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • GMF Beat the 75th percentile of mutual funds over 10 years.
    Dec 31, 2017
  • GMF Beat the top performing mutual fund over 5 years.
    Dec 31, 2017
  • GMF Beat the top performing mutual fund over 3 years.
    Dec 31, 2017
  • GMF Beat the 75th percentile of mutual funds over 1 year.
    Dec 31, 2017

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 58.17% -0.15%
Large Cap : Blend 30.37% -0.12%
Mid Cap : Growth 3.77% 0.36%
Large Cap : Value 2.89% 0.25%
Small Cap : Value 2.69% -0.76%
Small Cap : Blend 2.11% -1.64%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $8,138,362.59
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 13.99%
GMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $2,855,137.28
2 NVDA $1,414,960.82
3 ADBE $866,606.54
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 6.19
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 48.99% -0.08%%
Consumer Discretionary 47.67% -0.62%%
Health Care 3.34% 0.51%%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF -0.00% 10.29% 10.29% 10.29%
S&P 500 0.44% 5.11% 5.11% 5.11%
NASDAQ 0.55% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 0.58% 0.00% 0.58%
Last Month 9.67% 3.89% 5.78%
Last 3 Months 17.35% 8.69% 8.66%
Last 6 Months 22.29% 13.89% 8.40%
Last 12 Months 55.31% 25.12% 30.19%
Last 2 Years 129.70% 55.40% 74.30%
Last 3 Years 197.10% 45.98% 151.12%
Last 5 Years 275.18% 108.15% 167.03%
Last 10 Years 405.23% 158.32% 246.91%
Since Inception 713.84% 284.99% 428.85%
(Annualized) 15.47% 9.69% 5.78%
Data as of: 01/20/2018
GMF | Alpha/Beta VS. S&P 500
Alpha 4.22%
Beta 1.2
R-Squared 0.61
GMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 2239.32%
2 AMZN 1431.15%
3 ADBE 529.77%
4 SIRI 330.66%
5 QSII 179.84%
Position Symbol Inception Return
1 TPX 36.39%
2 ISRG 52.98%
3 EBAY 53.56%
4 INTC 68.88%
5 PAYX 96.82%