• INCEPTION (10/18/2014)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • 15.34%
  • S&P RETURN

  • 8.27%
(salex) The Barnacle Sales Growth Fund

salex Growth of $10,000

salex
salex Composite
S&P 500

salex Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec salex YTD S&P YTD
2017-1.88%-0.28%2.93%1.67%-3.55%5.16%3.07%0.65%5.91%-5.93%--7.35% 16.91%
2016-4.37%-4.10%9.50%0.61%-1.13%3.08%5.90%4.07%4.71%-4.32%10.38%0.91%26.63% 11.96%
2015-6.68%5.09%3.74%1.03%5.14%--1.64%-7.13%-4.33%6.25%-1.83%-4.32%-5.73% 1.38%
2014---------7.83%1.96%3.79%14.11% 9.60%
Returns greater than 5%
Returns less than -5%

salex Top 5 Holdings


Symbol Name Current Price % Fund
IESC IES Holdings Inc $18.80 21.16%
MGA Magna International Inc $53.54 20.00%
FRAN Francesca's Holdings Corp $7.43 10.42%
FL Foot Locker Inc $40.82 9.39%
DSW DSW Inc $22.15 8.05%
Total 69.02%

salex Skill Metrics


Over the past years, The has invested in a total of 60 stocks at one time or another and made money on 39 (65.00%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 65.00%
Trading Skills Avg. Gain/Loss Ratio 1.91

salex Alpha/Beta


Alpha -2.78
Beta 1.35
R-Squared 48.09