• INCEPTION (03/17/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 13.73%
  • S&P RETURN

  • 10.41%
(KAIHE) Kai Petainen's Health Fund

KAIHE Growth of $10,000

KAIHE Model
KAIHE Composite
S&P 500

KAIHE Month By Month (As Of: 02/16/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIHE YTD S&P YTD
20185.73%-2.46%----------3.13% 2.46%
20174.98%4.68%0.97%2.45%1.99%4.40%-1.16%1.88%2.09%0.15%0.64%-2.15%22.75% 21.83%
2016-12.09%1.37%4.84%1.27%-0.78%0.51%4.03%-3.24%-1.63%-8.75%3.16%1.09%-11.11% 11.96%
20153.46%7.33%6.07%-4.80%7.57%1.02%-0.51%-8.22%-7.47%1.55%-1.21%2.20%5.54% 1.38%
20142.29%4.10%1.39%-0.18%3.49%5.53%-2.82%5.57%0.92%7.31%-1.36%-0.32%28.57% 13.69%
20136.85%0.70%4.72%1.11%1.78%1.80%9.82%-3.45%6.52%2.21%8.62%-1.09%46.38% 32.39%
20121.88%1.53%3.84%-6.48%-4.96%7.87%-2.41%1.98%3.05%-2.76%1.04%1.38%5.18% 16.00%
20112.82%6.73%5.47%4.47%0.85%-3.32%-7.58%-6.91%-7.47%7.56%2.64%0.23%3.86% 2.11%
2010-1.10%2.28%3.99%-0.89%-2.98%-5.08%0.46%-1.96%10.51%5.54%0.05%3.98%14.75% 15.06%
2009-3.72%-9.92%6.43%3.01%4.92%2.95%10.95%3.52%2.80%-2.98%7.31%6.73%34.78% 26.46%
2008-4.82%-3.97%-9.53%2.33%3.41%-8.00%2.65%1.86%-11.10%-19.81%-6.83%7.19%-40.06% -37.00%
20073.76%0.42%1.19%4.76%2.75%-3.74%-4.04%0.65%1.54%1.75%-1.41%0.36%7.87% 5.49%
20063.19%0.29%5.00%-1.74%-3.26%1.32%-1.49%2.12%1.67%0.68%1.37%2.98%12.52% 15.79%
2005-1.91%3.09%1.08%1.20%3.43%3.31%2.52%2.34%0.64%-1.37%3.02%1.89%20.84% 4.91%
20049.40%0.01%1.90%-0.88%-0.49%2.05%-6.15%-0.50%0.92%-0.78%10.68%7.59%24.95% 10.88%
2003---2.17%6.92%15.34%3.58%5.70%9.37%3.06%3.32%4.25%2.51%64.40% 30.11%
Returns greater than 5%
Returns less than -5%

KAIHE Top 5 Holdings


Symbol Name Current Price % Fund
HSTM Healthstream Inc $24.60 4.37%
ENDP Endo International plc $6.67 4.17%
IPXL Impax Laboratories Inc $20.45 4.09%
MYL Mylan N.V. $41.25 4.06%
MCK McKesson Corp $151.70 4.03%
Total 20.72%

KAIHE Skill Metrics


Over the past years, Kai has invested in a total of 305 stocks at one time or another and made money on 213 (69.84%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 69.84%
Trading Skills Avg. Gain/Loss Ratio 1.50

KAIHE Alpha/Beta


Alpha 5.04
Beta 0.88
R-Squared 53.39