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Aalok Devkota

Portfolio Manager

  • Dec 10, 2014
Investment Strategy

   
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.
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Funds
(AMF) adevkota's Mutual Fund
MODEL INCEPTION (12/10/2014) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
4+ YRS (As of: 10/01/2019) 16.24% 10.58% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
3 YRS 18.84% 12.71% Beat the 75th percentile of mutual funds over 3 years.  
1 YR -4.12% 2.93% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • AMF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2019
Articles

adevkota's Mutual Fund

AMF | Price History
AMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 40.60% -0.53%
Unclassified Market Cap : Unclassified Style 21.61% -0.23%
Large Cap : Blend 20.01% 0.51%
Mid Cap : Blend 11.95% 0.95%
Mid Cap : Value 5.83% 0.67%
AMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Aalok Devkota $2,261,854.37
Inception: Ticker Symbol: # of Securities:
December 10, 2014 AMF 20
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.

AMF | Turnover
Last Month 17.02%
Last 3 Months 69.73%
Last 6 Months 128.47%
Last 12 Months 245.66%
AMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 TAL $302,491.45
2 TWTR $130,582.32
3 BZUN $93,226.25
4 MA $89,806.35
5 MSFT $87,163.65
Position Symbol Gains
1 AAOI -$40,051.31
2 SDS -$17,169.88
3 AMD -$17,114.65
4 SMTC -$15,801.58
5 OIH -$14,583.18
AMF | Skill Metrics
All Positions
Winning % 56.48%
Avg. Gain/Loss Ratio 3.39
AMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 44.01% 0.32%
Consumer Discretionary 20.50% -0.53%
Financials 12.85% -0.76%
Industrials 11.83% 0.03%
Unallocated 4.18% 0.46%
Health Care 4.09% 0.88%
Energy 2.55% 1.09%
AMF | Recent Returns vs S&P 500
MTD QTD YTD
AMF 0.19% 1.06% 27.98%
S&P 500 0.00% 0.00% 0.00%
AMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.94% -0.86% -0.08%
Last Month -4.80% 0.63% -5.43%
Last 3 Months -6.13% 0.00% -6.13%
Last 6 Months -2.33% 3.11% -5.44%
Last 12 Months -9.04% 2.61% -11.65%
Last 3 Years 51.70% 44.02% 7.68%
Since Inception 106.25% 60.17% 46.08%
(Annualized) 16.24% 10.29% 5.95%
Data as of: 10/01/2019
AMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
AMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 MSFT 159.81%
2 MA 89.34%
3 CMG 34.37%
4 CRM 29.24%
5 NUVA 27.98%
Position Symbol Inception Return
1 RIG -2.34%
2 MAR -0.64%
3 NOC 0.16%
4 CLDR 0.97%
5 WUBA 1.07%