• INCEPTION (03/18/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 18.04%
  • S&P RETURN

  • 7.91%
(KAIMS) Kai Petainen's Materials & Staples

KAIMS Growth of $10,000

KAIMS
KAIMS Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIMS YTD S&P YTD
20171.03%2.26%-0.71%-0.12%-3.21%3.05%1.90%-0.78%6.00%3.27%--13.11% 16.91%
2016-2.51%7.94%4.67%3.87%-1.49%3.42%6.28%2.57%-1.37%-1.19%6.43%1.49%33.73% 11.96%
2015-5.31%4.89%0.91%1.04%3.24%-3.71%-2.17%-2.52%-2.48%7.25%-1.32%-4.77%-5.65% 1.38%
2014-5.56%5.30%1.30%0.42%4.49%3.02%-3.80%3.84%-4.13%2.08%-1.00%0.85%6.30% 13.69%
20136.98%-1.18%4.60%0.35%1.72%0.68%10.59%-5.26%6.92%-0.38%3.35%3.08%35.12% 32.39%
201214.73%1.27%-0.38%-3.99%-9.07%3.22%-0.81%4.87%4.64%-1.45%1.90%-2.11%11.62% 16.00%
20112.03%2.79%1.38%1.61%-4.04%-1.74%-5.85%-7.96%-13.06%16.21%-7.49%0.60%-17.01% 2.11%
2010-4.28%2.77%6.97%2.55%-6.65%-4.88%4.55%-3.29%8.93%5.96%0.83%6.01%19.52% 15.06%
2009-7.75%-14.94%15.86%18.64%15.62%2.20%8.23%6.24%3.73%-1.86%7.78%7.91%73.53% 26.46%
2008-6.66%5.08%2.47%5.33%8.26%-10.11%-3.19%1.47%-12.94%-20.57%-8.95%6.99%-31.83% -37.00%
20073.14%0.21%3.01%0.67%13.30%-0.13%-1.24%-3.90%2.77%12.86%-11.30%2.25%21.07% 5.49%
200611.77%0.28%5.30%4.58%-3.18%0.05%-0.95%2.60%0.32%6.22%3.11%2.47%36.82% 15.79%
2005-1.34%4.93%-6.31%-9.17%2.03%-0.27%9.38%-0.94%4.90%-2.83%5.73%3.17%7.98% 4.91%
20042.61%6.99%2.04%-6.82%5.82%7.86%0.12%-1.28%6.29%-1.02%10.36%4.90%43.43% 10.88%
2003---1.89%7.46%4.42%2.98%3.37%5.31%1.74%10.24%8.34%10.79%66.11% 28.97%
Returns greater than 5%
Returns less than -5%

KAIMS Top 5 Holdings


Symbol Name Current Price % Fund
MED Medifast Inc $68.93 3.90%
HUN Huntsman Corp $30.72 3.54%
SCHN Schnitzer Steel Industries Inc $28.15 3.30%
OMN Omnova Solutions Inc $10.82 3.11%
NGVT Ingevity Corp $73.85 2.93%
Total 16.79%

KAIMS Skill Metrics


Over the past years, Kai has invested in a total of 392 stocks at one time or another and made money on 275 (70.15%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 70.15%
Trading Skills Avg. Gain/Loss Ratio 1.31

KAIMS Alpha/Beta


Alpha 5.96
Beta 1.25
R-Squared 67.47