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Kai Petainen

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
(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 15.59% 16.21% View Fund Stats
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(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 01/17/2020) 14.55% 10.71% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 11.37% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.35% 13.44% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 5.24% 10.10% Fund has a 5 year track record.  
3 YRS 11.46% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 3.39% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 11.46% 10.46% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.49% 8.95% Fund has a 15 year track record.  
10 YRS 9.73% 13.44% Fund has a 10 year track record.  
5 YRS 3.29% 10.10% Fund has a 5 year track record.  
3 YRS 7.20% 12.71% Fund has a 3 year track record.  
1 YR 0.19% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 11.88% 10.55% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.76% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 4.66% 13.44% Fund has a 10 year track record.  
5 YRS -6.65% 10.10% Fund has a 5 year track record.  
3 YRS 4.32% 12.71% Fund has a 3 year track record.  
1 YR -10.14% 2.93% Fund has a 1 year track record.  
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 11.82% 10.31% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.75% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 10.03% 13.44% Fund has a 10 year track record.  
5 YRS 8.11% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 7.83% 12.71% Fund has a 3 year track record.  
1 YR -2.54% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 13.92% 10.55% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.81% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.20% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.33% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.82% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.11% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 16.86% 10.46% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.97% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 15.29% 13.44% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 8.62% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 15.27% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 12.80% 2.93% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 01/17/2020) 11.13% 10.77% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.98% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.65% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.96% 10.10% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 20.26% 12.71% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 10.48% 2.93% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 15.62% 10.53% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.31% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 10.12% 13.44% Fund has a 10 year track record.  
5 YRS 6.36% 10.10% Fund has a 5 year track record.  
3 YRS 5.14% 12.71% Fund has a 3 year track record.  
1 YR -7.21% 2.93% Fund has a 1 year track record.  
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 12.33% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.79% 8.95%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 7.71% 15.77% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.68% 8.95%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 01/17/2020) 8.66% 13.49% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.87% 8.95%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 10.73% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.90% 8.95%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 3.80% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.20% 8.95%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 01/17/2020) 14.90% 13.42% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.26% 8.95%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Aug 31, 2019
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Aug 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2019
  • K11 Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2019
Articles

Kai's Largecap Fund

KBIG | Price History
KBIG | Fund Positions by Sectors and Industries
Color 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
Color 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 2.00% 1.99% 0.01%
Last Month 4.98% 4.47% 0.51%
Last 3 Months 11.38% 12.04% -0.66%
Last 6 Months 12.39% 12.96% -0.57%
Last 12 Months 21.30% 28.86% -7.56%
Since Inception 43.57% 57.63% -14.06%
(Annualized) 12.33% 15.76% -3.43%
Data as of: 01/17/2020
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