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Kai Petainen

Aug 26, 2001
Personal Site

ahknaten.mytrackrecord.com

Investment Strategy

A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross Graduate School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive.

Funds

(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
16+ YRS (As of: 02/05/2019)	14.41%	9.98%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	10.67%	8.18%
10 YRS	16.84%	14.99%
5 YRS	7.50%	10.95%
3 YRS	11.08%	13.98%
1 YR	-1.48%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive.
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	11.10%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	7.87%	8.18%
10 YRS	15.55%	14.99%
5 YRS	4.57%	10.95%
3 YRS	8.04%	13.98%
1 YR	-7.65%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only consumer discretionary stocks.
Click Here to View More Information About This Fund.

(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	12.72%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	10.74%	8.18%
10 YRS	7.82%	14.99%
5 YRS	-3.34%	10.95%
3 YRS	5.65%	13.98%
1 YR	-2.00%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only energy and utility stocks.
Click Here to View More Information About This Fund.

(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	11.53%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	8.64%	8.18%
10 YRS	15.42%	14.99%
5 YRS	9.84%	10.95%
3 YRS	10.81%	13.98%
1 YR	-5.02%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only financial and real estate stocks.
Click Here to View More Information About This Fund.

(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	13.85%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	10.27%	8.18%
10 YRS	16.19%	14.99%
5 YRS	11.29%	10.95%
3 YRS	13.55%	13.98%
1 YR	11.59%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only health care stocks.
Click Here to View More Information About This Fund.

(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	16.43%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	12.64%	8.18%
10 YRS	18.69%	14.99%
5 YRS	9.16%	10.95%
3 YRS	14.54%	13.98%
1 YR	-0.84%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only industrial stocks.
Click Here to View More Information About This Fund.

(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
16+ YRS (As of: 02/05/2019)	10.05%	9.98%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	6.86%	8.18%
10 YRS	15.57%	14.99%
5 YRS	11.79%	10.95%
3 YRS	19.43%	13.98%
1 YR	13.26%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only info tech and telecom stocks.
Click Here to View More Information About This Fund.

(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
15+ YRS (As of: 02/05/2019)	15.71%	9.97%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	12.61%	8.18%
10 YRS	14.22%	14.99%
5 YRS	7.30%	10.95%
3 YRS	11.18%	13.98%
1 YR	-16.14%	-2.31%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund has only stocks from the material and consumer staples sector.
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(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
2+ YRS (As of: 02/05/2019)	12.57%	13.33%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-1.85%	8.18%
Show Fund Strategy
Some concentrated picks. One from each sector.
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
2+ YRS (As of: 02/05/2019)	4.23%	12.84%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-3.00%	8.18%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund looks for midcap stocks.
Click Here to View More Information About This Fund.

(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
2+ YRS (As of: 02/05/2019)	9.43%	12.84%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-2.24%	8.18%
Click Here to View More Information About This Fund.

(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
2+ YRS (As of: 02/05/2019)	-1.06%	12.84%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-3.73%	8.18%
Show Fund Strategy
A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive. This fund looks for smallcap stocks.
Click Here to View More Information About This Fund.

(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
2+ YRS (As of: 02/05/2019)	3.98%	12.39%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-3.03%	8.18%
Show Fund Strategy
A fund with dividends
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
1+ YRS (As of: 02/05/2019)	-3.51%	5.41%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-3.78%	8.18%
Click Here to View More Information About This Fund.

(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
0.56+ YRS (As of: 02/05/2019)	5.45%	-0.55%	View Fund Stats
RETURN PERIOD (As Of: 01/31/2019)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	-3.44%	8.18%
Show Fund Strategy
Just pure momentum.
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Achievements

	KAI Beat the 75th percentile of mutual funds over 15 years.
Jan 31, 2019

	KAI Beat the 75th percentile of mutual funds over 10 years.
Jan 31, 2019

	KAIHE Beat the 75th percentile of mutual funds over 5 years.
Jan 31, 2019

	KAIIT Beat the 75th percentile of mutual funds over 3 years.
Jan 31, 2019

	KAIHE Beat the 75th percentile of mutual funds over 1 year.
Jan 31, 2019

Articles

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Kai's Largecap Fund

Fund Overview Track This Fund

KBIG | Price History

KBIG | Fund Positions by Sectors and Industries

Name	Allocation	Today
Financials	41.14%	-0.40%
Consumer Discretionary	29.51%	0.07%
Industrials	13.03%	-0.34%
Materials	8.56%	-1.16%
Technology	4.36%	0.09%
Health Care	3.41%	0.53%

KBIG | Fund Information

The information below pertains to model data only.

Fund Manager:	Total Model Net Assets:
Kai Petainen	$1,211,854.69

Inception:	Ticker Symbol:	# of Securities:
December 08, 2016	KBIG	32

Description:

KBIG | Turnover

Last Month	N/A
Last 3 Months	N/A
Last 6 Months	2.8%
Last 12 Months	89.91%

KBIG | 5 Best and Worst Returns

5 BEST

5 WORST

Position	Symbol	Inception Return
1	UNH	66.79%
2	TJX	43.60%
3	UNP	42.68%
4	RF	25.91%
5	NSC	22.89%

Position	Symbol	Inception Return
1	IP	-16.98%
2	WFC	-13.42%
3	MTB	-12.33%
4	LVS	-11.10%
5	CMCSA	-10.97%

KBIG | Recent Returns vs S&P 500

	MTD	QTD	YTD
KBIG	-1.45%	4.45%	1.72%
S&P 500	0.00%	0.00%	0.00%

KBIG | Skill Metrics

	All Positions
Winning %	66.67%
Avg. Gain/Loss Ratio	1.42

KBIG | Fund Positions by Styles

Name	Allocation	Today
Large Cap : Value	38.73%	-0.52%
Large Cap : Blend	26.56%	-0.12%
Large Cap : Growth	25.92%	-0.28%
Unclassified Market Cap : Unclassified Style	8.80%	0.20%

KBIG | Recent Returns

Period	Returns	S&P 500 Returns	Returns VS S&P 500
Last Week	0.65%	3.75%	-3.10%
Last Month	7.65%	8.26%	-0.61%
Last 3 Months	-2.50%	-2.18%	-0.32%
Since Inception	21.50%	27.13%	-5.63%
(Annualized)	9.43%	11.74%	-2.31%

Data as of: 02/05/2019

KBIG | Alpha/Beta VS. S&P 500

Alpha	0%
Beta	0
R-Squared	0

KBIG | 5 Most and Least Profitable

5 MOST PROFITABLE

5 LEAST PROFITABLE

Position	Symbol	Gains
1	UNP	$17,632.49
2	UNH	$16,618.68
3	AMAT	$13,895.19
4	TXN	$12,722.72
5	MMM	$11,593.14

Position	Symbol	Gains
1	MON	-$15,926.56
2	WFC	-$10,990.42
3	IP	-$8,250.80
4	BBT	-$7,828.71
5	TGT	-$6,703.85

This manager is not accepting investments.

Kai Petainen

KAI Beat the 75th percentile of mutual funds over 15 years.

KAI Beat the 75th percentile of mutual funds over 10 years.

KAIHE Beat the 75th percentile of mutual funds over 5 years.

KAIIT Beat the 75th percentile of mutual funds over 3 years.

KAIHE Beat the 75th percentile of mutual funds over 1 year.

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Beating The Market By Running With Elephants

Kai's Largecap Fund