• INCEPTION (03/20/2003)

  • 16 YRS
  • AVG. ANNUAL RETURN

  • 11.00%
  • S&P RETURN

  • 9.87%
(KAIDI) Kai Petainen's Discretionary

KAIDI Growth of $10,000

KAIDI Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

KAIDI Model Month By Month (As Of: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIDI YTD S&P (TR) YTD
20199.69%4.41%1.98%6.66%-10.99%7.89%-0.01%-2.99%----16.06% 18.32%
20183.41%-6.61%-3.57%0.29%1.59%1.64%1.58%2.16%-2.31%-0.97%-0.80%-9.35%-12.95% -4.38%
2017-0.71%0.95%2.60%0.51%-3.53%-1.65%1.07%-0.33%7.56%-0.37%5.38%0.85%12.51% 21.83%
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%2.96%2.93%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%-6.26%-6.96%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%-1.96%0.98%-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 (As Of: 08/03/2019)


Symbol Name % Fund
ABG ASBURY AUTOMOTIVE... 5.31%
KMX CARMAX INC 5.16%
HD HOME DEPOT INC 5.02%
RACE FERRARI N V COM 4.97%
AZO AUTOZONE INC 4.87%
Total 25.33%