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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
(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% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.84% 14.99% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 7.50% 10.95% Fund has a 5 year track record.  
3 YRS 11.08% 13.98% Fund has a 3 year track record.  
1 YR -1.48% -2.31% 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
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% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 15.55% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.57% 10.95% Fund has a 5 year track record.  
3 YRS 8.04% 13.98% Fund has a 3 year track record.  
1 YR -7.65% -2.31% Fund has a 1 year track record.  
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(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% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 7.82% 14.99% Fund has a 10 year track record.  
5 YRS -3.34% 10.95% Fund has a 5 year track record.  
3 YRS 5.65% 13.98% Fund has a 3 year track record.  
1 YR -2.00% -2.31% Beat the 50th percentile of mutual funds over 1 year.  
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(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% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 15.42% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.84% 10.95% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.81% 13.98% Fund has a 3 year track record.  
1 YR -5.02% -2.31% Fund has a 1 year track record.  
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(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% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.19% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.29% 10.95% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.55% 13.98% Fund has a 3 year track record.  
1 YR 11.59% -2.31% Beat the 75th 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
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% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 18.69% 14.99% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.16% 10.95% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 14.54% 13.98% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.84% -2.31% Beat the 50th 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
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% Fund has a 15 year track record.  
10 YRS 15.57% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.79% 10.95% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 19.43% 13.98% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 13.26% -2.31% 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
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% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.22% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 7.30% 10.95% Fund has a 5 year track record.  
3 YRS 11.18% 13.98% Fund has a 3 year track record.  
1 YR -16.14% -2.31% Fund has a 1 year track record.  
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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%
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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%
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(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%
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(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%
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(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%
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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%
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(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%
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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

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 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