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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: 03/25/2020) 6.87% 5.27% 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: 03/25/2020) 12.58% 8.67% View Fund Stats
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.21% 8.41% View Fund Stats
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.96% 8.50% View Fund Stats
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.03% 8.27% View Fund Stats
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 11.92% 8.50% View Fund Stats
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 14.02% 8.41% View Fund Stats
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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: 03/25/2020) 9.64% 8.72% View Fund Stats
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 13.79% 8.48% View Fund Stats
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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: 03/25/2020) 2.47% 4.70% View Fund Stats
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -4.10% 4.34% View Fund Stats
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/25/2020) -4.89% -1.33% View Fund Stats
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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: 03/25/2020) -0.26% 4.70% View Fund Stats
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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: 03/25/2020) -9.72% 4.70% View Fund Stats
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 03/25/2020) -0.53% -6.63% View Fund Stats
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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 5.39% 3.27% 2.12%
Last Month -22.76% -23.11% 0.35%
Last 3 Months -21.86% -23.21% 1.35%
Last 6 Months -15.93% -15.60% -0.33%
Last 12 Months -11.87% -10.41% -1.46%
Since Inception 8.37% 17.66% -9.29%
(Annualized) 2.47% 5.06% -2.59%
Data as of: 03/25/2020
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