• INCEPTION (02/11/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 9.87%
  • S&P RETURN

  • 7.92%
(KAIIT) Kai Petainen's Tech Fund

KAIIT Growth of $10,000

KAIIT
KAIIT Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIIT YTD S&P YTD
20172.56%-0.55%1.05%0.71%1.32%0.46%4.96%-0.24%3.58%4.99%--20.30% 16.91%
2016-0.28%4.34%9.12%-1.99%1.96%0.73%5.20%-6.17%3.74%-2.95%4.68%3.98%23.64% 11.96%
2015-3.07%6.90%-0.75%0.30%0.85%-3.22%-9.70%-3.25%-1.55%12.15%4.62%-3.93%-2.38% 1.38%
2014-2.92%2.04%-0.25%-5.91%-0.61%3.13%-2.50%9.59%-1.16%-1.36%1.26%1.66%2.21% 13.69%
20134.27%0.27%9.10%2.57%5.54%-6.94%8.86%-3.78%12.23%2.60%5.24%10.43%61.07% 32.39%
201211.55%-0.17%-0.71%-2.96%-13.75%4.28%4.11%5.80%-3.29%-5.59%0.88%4.66%2.48% 16.00%
20117.32%4.75%-1.34%0.36%-3.84%-3.52%-5.82%-9.76%-10.60%9.87%-4.35%-1.28%-18.59% 2.11%
2010-1.58%3.33%8.20%4.71%-9.98%-7.08%6.59%-9.46%14.00%8.92%1.18%5.12%22.82% 15.06%
2009-7.78%-10.87%5.67%20.10%12.21%6.68%0.64%0.20%7.79%-5.00%4.87%3.67%40.19% 26.46%
2008-8.09%-2.73%0.52%0.93%4.38%-7.38%0.58%-0.73%-14.80%-21.44%-2.74%-3.98%-45.28% -37.00%
20070.43%2.27%3.83%0.51%5.33%1.70%0.96%0.65%2.39%2.64%-3.93%-1.42%16.14% 5.49%
20066.96%0.54%2.52%2.36%-5.73%-1.41%-1.54%2.74%2.88%2.23%3.96%4.13%20.80% 15.79%
2005-5.14%0.60%-2.71%-4.20%2.84%0.83%4.06%-0.61%3.57%-5.47%5.82%1.74%0.55% 4.91%
20047.15%-4.52%-4.51%-5.46%3.80%1.45%-12.54%-5.49%5.01%0.64%8.39%4.04%-4.19% 10.88%
2003-0.78%-5.51%5.44%12.08%3.29%6.43%14.04%0.23%9.77%1.40%-0.92%55.95% 37.99%
Returns greater than 5%
Returns less than -5%

KAIIT Top 5 Holdings


Symbol Name Current Price % Fund
AMAT Applied Materials Inc $57.34 3.45%
AEIS Advanced Energy Industries Inc $83.54 3.20%
CCMP Cabot Microelectronics Corp $99.32 3.19%
LRCX Lam Research Corp $214.39 3.11%
AZPN Aspen Technology Inc $67.95 3.04%
Total 16.00%

KAIIT Skill Metrics


Over the past years, Kai has invested in a total of 556 stocks at one time or another and made money on 311 (55.94%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 55.94%
Trading Skills Avg. Gain/Loss Ratio 1.48

KAIIT Alpha/Beta


Alpha -1.41
Beta 1.2
R-Squared 66.7