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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
15+ YRS 15.24% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.76% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.95% 16.37% Fund has a 5 year track record.  
3 YRS 3.82% 11.16% Fund has a 3 year track record.  
1 YR 12.21% 15.43% Fund has a 1 year track record.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 11.78% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.89% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.55% 16.37% Fund has a 5 year track record.  
3 YRS 0.27% 11.16% Fund has a 3 year track record.  
1 YR 7.05% 15.43% 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 13.74% 10.28% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.89% 7.24% Fund has a 10 year track record.  
5 YRS -2.97% 16.37% Fund has a 5 year track record.  
3 YRS -1.03% 11.16% Fund has a 3 year track record.  
1 YR 15.49% 15.43% 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
15+ YRS 12.59% 10.30% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.33% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.25% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.93% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.18% 15.43% 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
15+ YRS 14.11% 10.28% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.32% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.76% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 0.56% 11.16% Fund has a 3 year track record.  
1 YR 12.73% 15.43% Fund has a 1 year track record.  
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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 16.65% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.46% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.87% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.63% 11.16% Fund has a 3 year track record.  
1 YR 7.86% 15.43% Fund has a 1 year track record.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 10.19% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.02% 7.24% Fund has a 10 year track record.  
5 YRS 16.11% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.01% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 24.68% 15.43% 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 17.69% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.29% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.50% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.31% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.33% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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Achievements
  • KAI Beat the 50th percentile of mutual funds over 10 years.
    May 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    May 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 1 year.
    May 31, 2018
Articles

Kai Petainen's Discretionary

KAIDI | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 28.33% 0.64%
Large Cap : Growth 12.70% -0.55%
Large Cap : Blend 11.67% -0.65%
Mid Cap : Value 8.12% -0.59%
Micro Cap : Value 7.86% 0.64%
Small Cap : Value 7.78% -2.17%
Large Cap : Value 7.63% 0.44%
Mid Cap : Blend 7.04% -1.29%
Mid Cap : Growth 4.74% 0.23%
Small Cap : Growth 3.43% -1.53%
KAIDI | Price History
KAIDI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $5,473,409.21
Inception: Ticker Symbol: # of Securities:
March 20, 2003 KAIDI 32
Description:

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.

KAIDI | Turnover
Last Month 1.43%
Last 3 Months 12.73%
Last 6 Months 34.42%
Last 12 Months 93.72%
KAIDI | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 FL $458,538.61
2 DDS $385,512.21
3 SHFL $284,485.18
4 EXPE $217,122.20
5 SMP $200,077.31
Position Symbol Gains
1 TRW -$271,744.62
2 TCLRY -$173,322.95
3 SPLS -$171,286.39
4 PETM -$142,237.51
5 KSS -$134,207.96
KAIDI | Skill Metrics
All Positions
Winning % 60.04%
Avg. Gain/Loss Ratio 1.39
KAIDI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 88.36% -0.45%
Technology 6.94% 1.23%
Unallocated 3.55% 2.28%
Industrials 0.44% -0.63%
KAIDI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIDI -0.00% 4.81% 6.80% -0.55%
S&P 500 -0.40% 2.12% 0.00% 0.00%
NASDAQ -0.28% 0.00% 0.00% 0.00%
KAIDI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.37% -0.82% 0.45%
Last 30 Days 3.56% 2.00% 1.56%
Last 3 Months 4.87% 2.36% 2.51%
Last 6 Months -0.71% 3.90% -4.61%
Last 12 Months 13.37% 14.82% -1.45%
Last 2 Years 30.60% 38.88% -8.28%
Last 3 Years 6.01% 39.37% -33.36%
Last 5 Years 33.56% 92.95% -59.39%
Last 10 Years 187.87% 160.00% 27.87%
Since Inception 447.34% 331.18% 116.16%
(Annualized) 11.78% 10.05% 1.73%
Data as of: 06/19/2018
KAIDI | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIDI | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 RACE 458.25%
2 BURL 81.37%
3 LEA 73.86%
4 PNK 65.91%
5 FCAU 50.95%
Position Symbol Inception Return
1 WGO -25.79%
2 GTN -24.09%
3 RCL -4.63%
4 MIK -4.10%
5 BBY -3.84%