|
|
|
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 | -3.13% | -2.33% | -0.80% |
| Last Month | -6.85% | -2.72% | -4.13% |
| Last 3 Months | -4.26% | -0.42% | -3.84% |
| Last 6 Months | 6.13% | 10.59% | -4.46% |
| Last Year | -1.45% | 2.31% | -3.75% |
| Last 2 Years | 11.54% | 22.17% | -10.63% |
| Last 3 Years | 42.90% | 60.40% | -17.50% |
| Last 5 Years | 6.07% | -1.95% | 8.02% |
| Since Inception | 418.25% | 70.98% | 347.27% |
| (Annualized) | 19.99% | 6.12% | 13.87% |
| Symbol | Name | Price | Shares | Value | % Fund |
|---|---|---|---|---|---|
| AAPL | Apple Inc | 553.17 | 2,189 | $1,210,889 | 23.33% |
| COH | COACH INC | 66.74 | 7,210 | $481,195 | 9.27% |
| SWN | SOUTHWESTERN ENERGY | 28.63 | 11,353 | $325,036 | 6.26% |
| CME | CME Group Inc | 258.54 | 1,237 | $319,814 | 6.16% |
| SLV | iShares Silver Trust | 26.86 | 8,000 | $214,880 | 4.14% |
| Total | $2,551,815 | 49.17% |
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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