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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 16.48% 9.57% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 20.39% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 32.18% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 41.71% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 48.42% 15.43% Beat the top performing mutual fund over 1 year.  
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Achievements
  • GMF Beat the top performing mutual fund over 10 years.
    Jul 31, 2018
  • GMF Beat the top performing mutual fund over 5 years.
    Jul 31, 2018
  • GMF Beat the top performing mutual fund over 3 years.
    Jul 31, 2018
  • GMF Beat the top performing mutual fund over 1 year.
    Jul 31, 2018
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 64.60% -0.82%
Large Cap : Blend 26.72% -0.86%
Mid Cap : Growth 3.04% 1.24%
Small Cap : Blend 2.40% 0.37%
Large Cap : Value 2.04% 0.73%
Small Cap : Value 1.26% -0.60%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $9,959,571.84
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 $4,638,062.28
2 NVDA $1,786,585.82
3 ADBE $1,218,956.54
4 LRCX $747,736.73
5 QSII $218,870.61
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 8.52
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 53.07% 0.79%
Technology 43.55% -0.49%
Health Care 3.43% 0.20%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF -1.15% 4.65% 7.70% 36.60%
S&P 500 0.33% 0.60% 0.00% 0.00%
NASDAQ 0.13% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 2.11% -0.18% 2.29%
Last 30 Days 4.62% 2.28% 2.34%
Last 3 Months 9.33% 4.37% 4.96%
Last 6 Months 24.36% 9.22% 15.14%
Last 12 Months 58.26% 18.47% 39.79%
Last 2 Years 120.01% 35.56% 84.45%
Last 3 Years 196.68% 44.68% 152.00%
Last 5 Years 328.29% 85.74% 242.55%
Last 10 Years 536.23% 172.40% 363.83%
Since Inception 907.99% 295.81% 612.18%
(Annualized) 16.50% 9.52% 6.98%
Data as of: 08/10/2018
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 2945.79%
2 AMZN 2330.82%
3 ADBE 770.32%
4 SIRI 458.18%
5 QSII 283.84%
Position Symbol Inception Return
1 TPX 19.30%
2 EBAY 43.79%
3 INTC 76.65%
4 OLED 77.79%
5 PAYX 104.75%