• INCEPTION (03/20/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 11.98%
  • S&P RETURN

  • 7.92%
(KAIDI) Kai Petainen's Discretionary

KAIDI Growth of $10,000

KAIDI
KAIDI Composite
S&P 500

KAIDI Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIDI YTD S&P YTD
2017-0.71%0.95%2.60%0.51%-3.53%-1.65%1.07%-0.33%7.56%-0.37%--5.86% 16.91%
2016-8.32%3.09%2.96%-0.49%-2.62%-3.83%7.52%1.11%1.18%-3.42%8.38%3.10%7.64% 11.96%
2015-2.11%6.42%3.84%-3.36%2.21%-1.77%2.89%-5.63%-1.54%1.91%-1.49%-6.92%-6.24% 1.38%
2014-7.53%3.20%1.33%-0.48%0.74%2.44%-1.59%5.71%-7.12%3.67%5.02%2.09%6.65% 13.69%
20136.63%-1.18%2.97%2.92%2.26%-0.73%8.37%-6.52%3.99%-3.83%5.50%2.49%24.19% 32.39%
20120.81%6.73%-2.92%-4.54%-6.67%-3.85%2.37%3.68%0.25%1.59%7.44%0.82%4.78% 16.00%
2011-0.13%7.39%1.39%0.94%-2.49%2.79%-1.12%-11.31%-9.75%13.05%-0.20%0.08%-1.68% 2.11%
20101.47%1.82%7.92%15.20%-6.25%-6.98%7.60%-4.56%12.12%9.37%6.93%7.30%61.83% 15.06%
2009-8.37%-10.24%9.14%32.99%9.04%13.22%3.75%5.60%8.30%-10.36%0.79%2.90%62.57% 26.46%
2008-0.87%-7.09%0.88%-2.23%-1.44%-10.74%-2.33%0.60%-8.20%-12.87%-10.10%5.27%-40.56% -37.00%
20073.31%1.16%0.14%1.62%2.27%-1.60%-5.56%-3.29%0.49%2.62%-4.79%-5.62%-9.42% 5.49%
20064.52%2.61%3.85%0.17%-2.54%-1.37%-1.48%0.43%3.90%6.83%0.90%2.96%22.36% 15.79%
2005-0.72%-0.25%-0.53%-6.34%4.85%3.90%5.01%-1.30%-0.27%-1.41%2.42%1.22%6.18% 4.91%
20045.99%1.70%2.30%-3.13%-1.95%0.97%-2.24%-1.27%3.07%0.53%9.10%5.16%21.32% 10.88%
2003---2.82%8.35%9.82%6.00%1.14%2.42%2.77%12.13%4.14%4.42%59.11% 25.83%
Returns greater than 5%
Returns less than -5%

KAIDI Top 5 Holdings


Symbol Name Current Price % Fund
LEA Lear Corp $178.03 4.97%
BIG Big Lots Inc $55.94 4.24%
GTN Gray Television Inc $15.90 4.10%
PAG Penske Automotive Group Inc $46.31 3.93%
FCAU Fiat Chrysler Automobiles N.V. $17.53 3.84%
Total 21.08%

KAIDI Skill Metrics


Over the past years, Kai has invested in a total of 466 stocks at one time or another and made money on 280 (60.09%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 60.09%
Trading Skills Avg. Gain/Loss Ratio 1.37

KAIDI Alpha/Beta


Alpha 2.61
Beta 1.03
R-Squared 52.42