|
|
|
Returns are after all implied fees including 5c/share transaction fees,
SEC fees, management and administration fees of 1.95% |
| Returns | EMF | S&P500 | EMF vs S&P500 |
|---|---|---|---|
| Last Week | -3.32% | -2.10% | -1.22% |
| Last Month | -5.93% | -3.06% | -2.87% |
| Last 3 Months | -5.25% | -1.92% | -3.33% |
| Last 6 Months | 5.54% | 10.18% | -4.64% |
| Last Year | -1.99% | 1.90% | -3.90% |
| Last 2 Years | 11.81% | 21.52% | -9.71% |
| Last 3 Years | 42.38% | 59.75% | -17.37% |
| Last 5 Years | 5.56% | -2.99% | 8.55% |
| Since Inception | 416.34% | 70.29% | 346.05% |
| (Annualized) | 19.94% | 6.07% | 13.86% |
| Symbol | Name | Price | Shares | Value | % Fund |
|---|---|---|---|---|---|
| AAPL | Apple Inc | 546.08 | 2,189 | $1,195,358 | 23.12% |
| COH | COACH INC | 67.52 | 7,210 | $486,819 | 9.42% |
| SWN | SOUTHWESTERN ENERGY | 28.81 | 11,353 | $327,080 | 6.33% |
| CME | CME Group Inc | 256.74 | 1,237 | $317,587 | 6.14% |
| SLV | iShares Silver Trust | 26.36 | 8,000 | $210,880 | 4.08% |
| Total | $2,537,725 | 49.08% |
Marketocracy Master Biography – Eugene Groysman
My name is Eugene Groysman. I have been a Registered Investment Advisor (RIA) for 7 years.
I was born in the former Soviet Republic of Ukraine and in 1979, before Glasnost, immigrated with my family to Milwaukee, WI when I was 4 years old. There I grew up, went to school, and formed by world-view and passion for investing, and now my love for helping people make money.
At the impressionable age of 12, I saw the Oliver Stone movie, “Wall Street” with Michael Douglas and Charlie Sheen and was captivated by the idea of trading stocks. My mom had a retirement account and my dad was a tailor so investing in the stock market was a new and exciting world.
When I graduated from high school in 1994, I received some money and was ready to buy my very first stock. My dad had a client that was the SVP for Smith Barney and he recommended that I look at Microsoft. So I started out with $1,000 each in Kohls (KSS) and Microsoft (MSFT). It turned into a 4-bagger and I was hooked. Thus began my passion for investing.
I got my degree in International Political Theory and History at the University of Wisconsin and this has influenced my approach to investing. I decided that rather than study Finance to learn how the markets worked – I wanted to understand what drove the markets and caused it to react. I wanted to understand about world events, how they interplay, and impact the markets. I like to step out of the traditional norms of investment, and use history as a marker as to what could happen next. I believe that history is often cyclical and therefore, so is the market. For example, the oil crisis of the early 70's, or the real estate boom of the mid 70's – both of these events repeated to some extent, albeit triggered by different factors. I like looking for those kinds of global patterns.
I was a Congressional intern in my last year at school which led me back to Washington DC after graduation to work for lobbyists on Capital Hill – continuing my education about “how things work.” After a few years, I returned to Milwaukee to get back on track with my investment career.
I became licensed, a registered investment advisor and worked for firms such as American Express and US Bancorp in Wealth Management. And more importantly, began my investment track record at Marketocracy in 2003.
When I am not researching investments or economies, I enjoy kickboxing, working out, traveling, good food and being with friends and family.
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