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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.
·
| (AMF) adevkota's Mutual Fund | |||
|---|---|---|---|
| MODEL INCEPTION (12/10/2014) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
| 5+ YRS (As of: 01/02/2020) | 17.36% | 11.93% | View Fund Stats |
| RETURN PERIOD (As Of: 08/31/2019) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
| 3 YRS | 18.84% | 12.71% |  |
| 1 YR | -4.12% | 2.93% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
-
AMF Beat the 75th percentile of mutual funds over 3 years.
Aug 31, 2019
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
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
Aalok Devkota Turns Defensive, Sells Facebook and Broadcom, Buys Inverse ETF
Nearly all mutual funds require their managers to be almost fully invested all the time. Aalok Devkota has outperformed 75% of U.S. equity mutual fund managers for the last 3 years in part because we Read More...
MAR 21, 2018 | Forbes Article
Aalok Devkota Sells Ameren And Pilgrim's Pride, Buys iRobot and Baozun
When the market is attractive you want to be 100% invested. But when risks are too high to stomach, a less aggressive strategy makes sense. Aalok Devkota has managed his market exposure so well that Read More...
JAN 26, 2018 | Forbes Article
Aalok Devkota Shows Warren Buffett's Style Can Work For Chinese Stocks
A lot of fast growing Chinese companies look cheap next to comparable western companies. Aalok Devkota has adapted Warren Buffett's value investing approach to select Chinese stocks. His investment in Read More...
JAN 18, 2018 | Forbes Article
adevkota's Mutual Fund
| 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% |
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. |
| 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% |
| Period | Returns | S&P 500 Returns | Returns VS S&P 500 |
|---|---|---|---|
| Last Week | 0.86% | 0.59% | 0.27% |
| Last Month | 7.48% | 5.49% | 1.99% |
| Last 3 Months | 8.49% | 10.89% | -2.40% |
| Last 6 Months | 2.33% | 10.00% | -7.67% |
| Last 12 Months | 15.95% | 32.44% | -16.49% |
| Last 3 Years | 64.40% | 54.47% | 9.93% |
| Last 5 Years | 125.95% | 75.37% | 50.58% |
| Since Inception | 124.96% | 78.36% | 46.60% |
| (Annualized) | 17.36% | 12.10% | 5.26% |