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Invest TodayAalok Devkota
Portfolio Manager
- Dec 10, 2014
We believe stock prices
follow companies' earnings, and those companies that can deliver durable multiyear
earnings growth provide attractive investment opportunities.
·
Quality of earnings is
very important for us, so the companies need to have significant earnings in
cash vs. receivables.
· As a result, our
investment approach seeks firms we believe are poised for sustained,
above-average earnings growth that is not accurately reflected in the stocks'
current valuation.
·
We emphasize companies that
have competent/honest management team (a must), are leaders in their industry
with a strong competitive position, high returns on capital and solid
free-cash-flow generation.
·
Top 5 Reasons Driving PayPal To Double
Aalok Devkota is buying PayPal even though he expects the market to turn down because he believes PayPal could double in the next two to three years. Here’s why. Read More...
JUL 16, 2018 | Forbes Article
Shareholders Applaud Twitter's Rush To Price $1 Billion Of Convertible Notes Today
Today Twitter priced $1 billion of convertible notes. Usually, a transaction like this takes months to put together. Twitter is doing it in 2 days. There's a good reason for the rush. Read More...
JUN 07, 2018 | Forbes Article
Twitter And Netflix Investors Should Ignore This Week's S&P Index Drama
Index funds have to place large orders for Twitter and Netflix tomorrow. Investors should ignore the drama. Read More...
JUN 06, 2018 | Forbes Article
Why You Should Sell Twitter Before Index Funds Stop Buying
Index funds will be buying 77.6 million shares of Twitter on Thursday. If you are a trader, you probably don't want to own Twitter once the index funds stop buying. Read More...
JUN 05, 2018 | Forbes Article
Aalok Devkota Puts Up A Winning Quarter By Playing Exceptional Defense
Aalok Devkota has outperformed 75% of U.S. equity mutual fund managers for the last 3 years in part because we allow him to take defensive action for our clients when he sees fit. He turned defensive Read More...
APR 04, 2018 | Forbes Article
adevkota's Mutual Fund
| Color | Name | Allocation | Today |
|---|---|---|---|
| Large Cap : Growth | 63.15% | 0.35% | |
| Mid Cap : Blend | 10.88% | 0.80% | |
| Small Cap : Blend | 10.32% | 0.70% | |
| Unclassified Market Cap : Unclassified Style | 6.89% | 0.61% | |
| Small Cap : Growth | 4.35% | -0.40% | |
| Mid Cap : Value | 4.27% | 1.87% |
The information below pertains to model data only.
| Fund Manager: | Total Model Net Assets: |
|---|---|
| Aalok Devkota | $2,196,213.29 |
| Inception: | Ticker Symbol: | # of Securities: |
|---|---|---|
| December 10, 2014 | AMF | 15 |
| Description: |
|---|
Diversified trend following fund while minimizing draw downs. Looking for companies that are leaders in their sector with positive sales and earnings growth, reinvestment opportunities and a strong balance sheet. I do not like to buy any stock just so I can be diversified, the stock has to meet all my conditions. I will be perfectly happy owning Vanguard funds, Berkshire, Markel and Costco so any new investment has to be better than these. I use inverse SPY (SDS and SH) to hedge when I feel that the market may go down. If I have money left and can't find a stock to buy that meets all my conditions, I may buy great defensive stocks like JNJ, PEP, STZ. |
| Color | Name | Allocation | Today |
|---|---|---|---|
| Technology | 42.53% | 0.90% | |
| Consumer Discretionary | 18.91% | 1.25% | |
| Financials | 10.68% | -0.78% | |
| Industrials | 10.58% | 0.42% | |
| Other | 6.49% | -0.49% | |
| Consumer Staples | 5.34% | -1.17% | |
| Health Care | 5.33% | 0.32% |
| Beating | Today | MTD | QTD | YTD | |
|---|---|---|---|---|---|
| AMF | -0.03% | 0.92% | -1.85% | 24.29% | |
| S&P 500 | 0.21% | 1.45% | 0.00% | 0.00% | |
| NASDAQ | 0.49% | 0.00% | 0.00% | 0.00% |
| Period | Returns | S&P 500 Returns | Returns VS S&P 500 |
|---|---|---|---|
| Last 7 Days | 0.17% | 1.31% | -1.14% |
| Last 30 Days | -2.47% | 2.16% | -4.63% |
| Last 3 Months | 3.28% | 5.36% | -2.08% |
| Last 6 Months | 18.65% | 6.79% | 11.86% |
| Last 12 Months | 27.35% | 20.09% | 7.26% |
| Last 2 Years | 64.53% | 36.15% | 28.38% |
| Last 3 Years | 90.23% | 54.23% | 36.00% |
| Since Inception | 119.69% | 52.19% | 67.50% |
| (Annualized) | 23.73% | 12.03% | 11.70% |