• INCEPTION (03/23/2003)

  • 16 YRS
  • AVG. ANNUAL RETURN

  • 11.61%
  • S&P RETURN

  • 10.12%
(KAIFI) Kai Petainen's Financials

KAIFI Growth of $10,000

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

KAIFI Model Month By Month (As Of: 06/10/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIFI YTD S&P (TR) YTD
20199.73%7.18%-5.43%7.28%-6.29%5.27%------17.70% 16.22%
20180.10%-2.16%-0.51%2.13%3.70%-2.13%1.27%1.05%-4.62%-1.27%1.65%-12.42%-13.35% -4.38%
2017-1.52%1.69%-0.80%-1.17%-1.24%4.78%2.97%-2.31%4.59%1.38%3.13%-0.64%11.02% 21.83%
2016-7.55%0.84%2.99%1.09%3.48%-2.14%2.23%5.83%-0.72%-4.11%12.49%4.65%19.18% 11.96%
2015-4.94%9.76%2.37%-0.01%0.25%-0.54%-0.16%-5.61%-2.00%12.14%-2.96%-2.67%4.16% 1.38%
2014-9.29%6.30%2.10%0.95%-0.23%4.26%-2.76%3.55%-2.90%6.29%2.03%1.02%10.72% 13.69%
20137.58%3.96%5.09%3.07%2.34%-0.71%6.08%-2.39%5.86%4.37%6.78%1.89%53.22% 32.39%
20124.29%4.23%1.32%-4.14%-9.54%4.05%-1.87%1.70%4.16%3.02%-3.08%1.77%4.96% 16.00%
20112.05%3.00%-1.73%3.03%-5.79%-3.24%-3.85%-8.95%-6.26%11.48%-1.38%2.06%-10.68% 2.11%
2010-1.41%3.56%8.73%-0.01%-5.68%-5.07%5.54%-3.35%5.72%2.93%-5.15%9.24%14.31% 15.06%
2009-11.50%-4.39%12.03%12.29%10.38%-1.61%13.51%15.36%3.69%-5.75%5.11%0.33%56.01% 26.46%
2008-5.71%-3.66%-2.77%3.77%-2.19%-8.47%0.48%3.60%-1.99%-24.01%-10.89%4.76%-40.62% -37.00%
2007-0.13%0.44%0.19%4.37%2.75%-2.63%-8.26%-0.43%2.75%1.28%-3.56%-0.20%-3.97% 5.49%
20065.30%1.46%0.20%2.90%-5.26%1.15%1.27%2.68%1.39%2.17%2.49%3.50%20.62% 15.79%
2005-0.86%2.11%-1.45%-2.09%2.70%4.06%6.04%0.52%5.12%-0.04%6.85%0.58%25.64% 4.91%
20047.28%-1.43%0.24%-5.05%-0.21%3.23%-5.86%-0.04%3.61%-0.48%9.13%5.49%15.80% 10.88%
2003---0.72%10.41%9.86%1.68%1.99%2.24%1.17%6.47%6.04%2.54%49.54% 30.43%
Returns greater than 5%
Returns less than -5%

KAIFI Top 5 Holdings (As Of: 06/11/2019)


Symbol Name % Fund
ERIE ERIE INDTY CO CL A 5.26%
SIGI SELECTIVE INS GRO... 4.68%
JRVR JAMES RIV GROUP L... 4.62%
TRUP TRUPANION INC COM 4.58%
SF STIFEL FINL CORP 4.43%
Total 23.57%