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The Barnacle

Teacher, Researcher, Stock Analyst

Investment Strategy

I take a statistical approach to investing research.  All of my strategies are thoroughly researched for efficacy and statistical significance.  It is part of my personal due diligence when I invest other people's money.  When I find a strategy that has proven itself over a full investment cycle, I incorporate it in the portfolios I build.  I do not trade, I invest. What does investing mean to me?  It means finding companies with strong balance sheets, and businesses that are able to generate free cash flow.  I also look for companies which have a history of increasing revenues and earnings.  After that, I look to see if these great companies are undervalued relative to their history, and have the potential to double one's investment over the next five years.  Only companies that meet these strict demands will be invested in my portfolios.

I am a trained mathematician, so I understand the complexities that stock evalutions require in a data drive industry.  If the mathematics warrant the investment strategy, then I execute that strategy.

I allocate all of my total market portfolios based on whether the company is a large cap, mid cap, small cap, international, or emerging markets.  I also understand the importance of cash and risk aversion, so I do allow for fixed income investments.  This allows me to wait for opportunities when they occur.


Funds
(bhcfx) Barnacle Health Care Fund
MODEL INCEPTION (08/02/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 10.37% 9.00% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.05% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.67% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 7.27% 11.16% Fund has a 3 year track record.  
1 YR 2.24% 15.43% Fund has a 1 year track record.  
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(bhmfx) Barnacle Hybrid Fund
MODEL INCEPTION (01/30/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 10.65% 9.97% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.19% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.65% 16.37% Fund has a 5 year track record.  
3 YRS 3.52% 11.16% Fund has a 3 year track record.  
1 YR 9.31% 15.43% Fund has a 1 year track record.  
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(salex) The Barnacle Sales Growth Fund
MODEL INCEPTION (10/18/2014) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS 15.34% 10.57% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR 21.74% 15.43% Fund has a 1 year track record.  
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(TLMDX) Talmud Fund
MODEL INCEPTION (01/03/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS 9.64% 18.78% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR 2.91% 15.43% Fund has a 1 year track record.  
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(AGIFX) Alternative Global Income Fund
MODEL INCEPTION (02/26/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.73+ YRS 18.73% 15.02% View Fund Stats Track Fund
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(AGGFX) Alternative Global Growth Fund
MODEL INCEPTION (02/26/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.73+ YRS 18.00% 15.02% View Fund Stats Track Fund
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Achievements
  • bhcfx Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • bhcfx Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
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