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Timothy Siegel

 

 

About Tim

A former electrical engineer for the defense industry and now a patent attorney, Timothy Siegel first became interested in the stock market at a very young age. In fifth grade, he purchased his first stock. Since then, Timothy has obtained a Master of Science degree in electrical engineering, as well as a law degree. He has been actively invested most of his life and has built a long-term track record with Marketocracy.

Tim uses a Top-Down approach to stock selection, and he also seeks to purchase stocks with anomalies in their valuation.

Track Tim with Monthly Performance Insights

Top 5 Holdings

At Marketocracy, we use Tim Siegel’s SSOF1 fund in separately managed accounts for our clients. Below are Tim’s current top holdings.

SSOF1 5 Biggest Holdings (on 2014-01-07)
Symbol Name Price Shares Value % Fund
PHM Pulte Group Inc 19.55 36,870 $720,993 19.28%
DHI DR HORTON INC 21.38 31,840 $680,580 18.20%
AKS AK STEEL HOLDING 7.94 50,510 $401,049 10.73%
LEN LENNAR CORP 38.37 8,750 $335,738 8.98%
RYL RYLAND GROUP 42.03 4,620 $194,179 5.19%
  Total     $2,332,538 62.39%

We believe that people should choose investment managers with a proven track record of good decision making skills and a diversity of styles and market sectors. We’d like to help you select a team of exceptional investment managers. If you’re interested in learning more about Tim’s investment style, contact us today at info@marketocracy.com.

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The information in the table above, and the red line in the graph, represents actual composite results of clients investing in this model through a separately managed account. For information about opening a separately managed account, contact Marketocracy Capital Management via email or call toll-free 877 462 4180 x811.  Past performance is not a guarantee of future results.    

 

 

 

DISCLOSURES: Marketocracy Model Portfolios
Marketocracy model portfolios start out with a hypothetical $1 million and 100,000 shares outstanding for an initial share price (or net asset value) of $10. At the end of each trading day, the model portfolio’s share price is calculated by valuing each position at the market’s closing prices, deducting total expenses of 1.95% a year, and dividing by the number of hypothetical shares outstanding.
 
A Marketocracy model portfolio’s returns are the result of the model manager’s trading decisions made in real-time. To buy or sell a position, the model’s manager enters a buy or sell order at www.marketocracy.com. Hypothetical market orders are assumed to be filled at the stock’s next actual market price after the trade is entered for up to 10% of the actual trade’s volume. All trade fills are charged a commission of 5 cents per share. Dividends and other earnings are reinvested
 
For all model performance results, there are inherent limitations which investors should understand. Unlike an actual performance record, simulated results do not represent actual investment performance or trading. Since the trades have not actually been executed, the results may have under- or over-compensated for the impact of any of certain market factors, such as the effect of limited trading liquidity. The results presented reflect past performance and should not and cannot be viewed as an indicator of future performance of the model. Therefore, the results shown are not an indicator of the future returns a client will realize by relying on the model. Actual client results may differ from the Marketocracy models for a variety of reasons.
 
Marketocracy model portfolios are allowed to invest in securities that trade on a U.S. stock exchange. Options, futures, commodities, leverage, and shorting are not allowed. Consequently, the S&P 500, Index, which consists of 500 leading companies, is used as a benchmark for comparison. Indices are unmanaged, do not incur management fees and expenses, and cannot be invested in directly.
 
Marketocracy model portfolios are not personal recommendations for any particular investor and do not take into account the financial, investment or other objectives and may not be suitable for any particular investor. Before buying, investors should consider whether the investment is suitable for themselves and their portfolio.
Inception Date: 
September 30, 2004
Average Annual Return: 
15.57%
S&P 500: 
7.85%
Tab Page: 
timothy-siegel?tab=strategy
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Contact Info

Marketocracy Data Services, LLC.

In Texas:
1208 West Magnolia — Suite 236
Fort Worth, TX 76104

(877) 462-4180
info@marketocracy.com