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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
KDIV | Price History
KDIV | Fund Positions by Sectors and Industries
Color Name Allocation Today
Energy 23.76% 0.25%
Materials 23.21% -0.62%
Consumer Discretionary 19.53% 0.31%
Industrials 11.06% 0.38%
Financials 10.87% -0.46%
Technology 8.54% 0.05%
Health Care 3.03% 0.39%
KDIV | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,069,269.80
Inception: Ticker Symbol: # of Securities:
January 30, 2017 KDIV 31
Description:

A fund with dividends

KDIV | Turnover
Last Month N/A
Last 3 Months 12.95%
Last 6 Months 19.09%
Last 12 Months 121.29%
KDIV | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ARLP 64.57%
2 RAVN 51.34%
3 HUN 32.09%
4 PFE 23.05%
5 OEC 18.28%
Position Symbol Inception Return
1 IP -13.10%
2 MDU -10.85%
3 NEWM -10.04%
4 PBCT -9.22%
5 T -6.43%
KDIV | Recent Returns vs S&P 500
MTD QTD YTD
KDIV -2.16% 0.52% -1.08%
S&P 500 0.00% 0.00% 0.00%
KDIV | Skill Metrics
All Positions
Winning % 49.11%
Avg. Gain/Loss Ratio 0.91
KDIV | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Value 23.42% -0.15%
Micro Cap : Value 14.90% 0.11%
Unclassified Market Cap : Unclassified Style 14.67% 0.23%
Large Cap : Blend 14.37% 0.11%
Small Cap : Value 13.75% -0.71%
Mid Cap : Blend 9.62% 0.39%
Mid Cap : Value 5.43% 0.47%
Large Cap : Growth 3.84% -0.26%
KDIV | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 3.04% 3.27% -0.23%
Last Month -26.70% -23.11% -3.59%
Last 3 Months -28.13% -23.21% -4.92%
Last 6 Months -23.64% -15.60% -8.04%
Last 12 Months -21.11% -10.41% -10.70%
Since Inception -12.37% 15.62% -27.99%
(Annualized) -4.10% 4.71% -8.81%
Data as of: 03/25/2020
KDIV | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KDIV | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 DK $40,401.83
2 OKE $31,986.34
3 ARLP $19,701.62
4 ABBV $18,354.34
5 RAVN $13,192.53
Position Symbol Gains
1 FIG -$31,893.85
2 OKS -$26,432.79
3 WSTC -$26,042.89
4 FPO -$25,981.75
5 ALDW -$25,981.51