• INCEPTION (10/18/2014)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • 14.20%
  • S&P RETURN

  • 10.64%
(salex) The Barnacle Sales Growth Fund

salex Growth of $10,000

salex
salex Composite
S&P 500

salex Month By Month (As Of: 12/31/2017)


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%6.94%0.93%15.86% 21.83%
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
MGA Magna International Inc $59.22 30.99%
IESC IES Holdings Inc $17.00 21.25%
FRAN Francesca's Holdings Corp $5.41 11.96%
FL Foot Locker Inc $46.00 10.58%
DSW DSW Inc $20.15 5.07%
Total 79.85%

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 40 (66.67%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 66.67%
Trading Skills Avg. Gain/Loss Ratio 1.45

salex Alpha/Beta


Alpha -2.14
Beta 1.36
R-Squared 48.38