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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 16.42% 9.40% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 18.08% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 33.26% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 42.37% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 48.00% 15.43% 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.
    May 31, 2018
  • GMF Beat the top performing mutual fund over 5 years.
    May 31, 2018
  • GMF Beat the top performing mutual fund over 3 years.
    May 31, 2018
  • GMF Beat the 75th percentile of mutual funds over 1 year.
    May 31, 2018
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 62.79% -1.50%
Large Cap : Blend 28.24% -0.59%
Mid Cap : Growth 3.17% -0.57%
Small Cap : Blend 2.30% -0.59%
Large Cap : Value 2.26% -0.09%
Small Cap : Value 0.99% -0.23%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $9,549,220.97
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 $4,222,937.28
2 NVDA $1,830,708.32
3 ADBE $1,209,006.54
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 8.13
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 50.89% -0.53%
Technology 45.55% -0.64%
Health Care 3.31% -0.80%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF -1.16% 4.16% 14.73% 31.79%
S&P 500 0.19% 2.75% 0.00% 0.00%
NASDAQ -0.26% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.96% -0.25% 1.21%
Last 30 Days 7.62% 1.42% 6.20%
Last 3 Months 10.69% 5.17% 5.52%
Last 6 Months 32.13% 4.12% 28.01%
Last 12 Months 52.44% 15.79% 36.65%
Last 2 Years 129.84% 38.32% 91.52%
Last 3 Years 201.79% 39.60% 162.19%
Last 5 Years 348.18% 92.76% 255.42%
Last 10 Years 496.11% 160.44% 335.67%
Since Inception 877.78% 285.66% 592.12%
(Annualized) 16.43% 9.42% 7.01%
Data as of: 06/20/2018
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 3070.06%
2 AMZN 2117.37%
3 ADBE 764.57%
4 SIRI 507.90%
5 QSII 256.36%
Position Symbol Inception Return
1 TPX 6.06%
2 OLED 45.43%
3 EBAY 56.57%
4 INTC 99.29%
5 PAYX 101.18%