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Sheldon Jacobs

The No-Load Fund Investor

 Averages:

Rank: -
Score: 0
 All trades 5.1 %   Target reached  30.7 %
 Open positions   Stopped out 9.6 %
 Closed positions 5.1 %   Average days 160     
 All annualized 11.9 %   Tr.Quarter ann. 0.0 %
 
Open Close Gain Last Close
L/S Date Close Date Close % Days % p.a. % Range  Price Change 

...PRMSX

T. Rowe Price Emerging Markets StockchartL07/26-0740.85 08/15-0736.69 -10.18 20-473.3 -16.0-19.9  

...PRASX

T. Rowe Price New Asia chartL07/26-0719.82 08/16-0717.41 -12.16 21-616.4 -15.8-26.9  

...FBALX

Fidelity BalancedchartL06/18-0721.24 12/17-0719.73 -7.11 182-14.74 -9.4-1.5  

...PRF

PS FTSE RAFI US 1000chartL05/22-0762.95 11/19-0757.59 -8.51 181-17.89 -9.1-1.3  

...HABDX

Harbor Bond InstlchartL10/16-0611.64 04/16-0711.53 -0.95 182-1.90 -1.4-2.7  

...VFIIX

Vanguard GNMA chartL10/16-0610.13 04/16-0710.18 0.49 1820.99 -0.0-1.5  

...TGMNX

TCW Total Return Bond NchartL10/16-069.75 04/16-079.82 0.72 1821.44 0.0-1.8  

...BFTHX

Baron Fifth Avenue GrowthchartL08/14-0611.48 02/12-0713.46 17.25 18237.52 0.0-18.6  

...VGENX

Vanguard Energy chartL07/07-0665.59 09/12-0659.10 -9.89 67-66.85 -12.1-5.3  

...PRGSX

T. Rowe Price Global StockchartL04/28-0621.40 06/09-0619.30 -9.81 42-124.4 -14.3-3.4  

...PRSDX

PresidiochartL02/03-0612.28 08/02-0611.89 -3.42 180-7.05 -6.8-6.8  

...VTSMX

Vanguard Total Stock Mkt Idx chartL01/06-0630.52 07/06-0630.72 0.66 1811.32 -3.6-5.3  

...VPCCX

Vanguard PRIMECAP Core Inv chartL01/06-0611.69 07/06-0611.74 0.43 1810.86 -3.6-5.8  

...BFTHX

Baron Fifth Avenue GrowthchartL01/06-0612.14 07/06-0611.81 -2.72 181-5.55 -6.4-4.0  

...JMCVX

Janus Mid Cap Value Investor chartL01/06-0622.61 07/06-0623.17 2.48 1815.05 -2.1-6.7  

...ARTQX

Artisan Mid Cap Value chartL01/06-0619.06 07/06-0619.19 0.68 1811.38 -4.1-6.2  

...FIGRX

Fidelity International Growth & Inc chartL01/06-0632.93 07/06-0633.90 2.95 1816.02 -5.1-14.6  

...PRNEX

T. Rowe Price New Era chartL01/06-0642.50 05/16-0647.40 11.53 13035.76 -2.7-17.7  

...SWHIX

Schwab Hedged Equity InvestorchartL01/06-0614.71 07/06-0615.15 2.99 1816.11 -2.5-2.8  

...TREMX

T. Rowe Price Em Eur & Mediterranean chartL01/06-0626.34 03/09-0627.91 5.96 6240.40 -14.3-18.5  

...FNMIX

Fidelity New Markets IncomechartL01/06-0614.20 07/06-0613.95 -0.21 181-0.43 -3.6-3.1  

...VFSTX

Vanguard Short-Term Investment-Grade chartL01/06-0610.39 07/06-0610.26 0.29 1810.58 -1.1-0.0  

...TREMX

T. Rowe Price Em Eur & Mediterranean chartL10/14-0522.81 03/09-0627.91 22.36 14665.46 -7.1-28.6  

...SWHEX

Schwab Hedged Equity chartL07/05-0513.95 01/03-0614.58 4.52 1829.25 0.0-8.8  

...SWHIX

Schwab Hedged Equity InvestorchartL07/05-0513.95 01/03-0614.57 4.44 1829.10 0.0-8.6  

...BSCFX

Baron Small CapchartL04/29-0521.12 10/26-0521.96 3.98 1808.22 -2.1-12.4  

...VTSMX

Vanguard Total Stock Mkt Idx chartL04/29-0526.83 10/26-0528.71 7.01 18014.70 -1.2-9.4  

...JMCVX

Janus Mid Cap Value Investor chartL04/29-0521.23 10/26-0523.09 8.76 18018.54 -1.1-11.4  

...ARTQX

Artisan Mid Cap Value chartL04/29-0517.01 10/26-0518.67 9.76 18020.75 -1.1-14.5  

...MUHLX

Muhlenkamp chartL04/29-0573.98 08/29-0581.81 10.58 12235.03 -1.7-15.8  
  Show full list (members only)  
TipsTraders.com is in no way affiliated with or endorsed or sponsored by Sheldon Jacobs or The No-Load Fund Investor, nor do we claim to represent the performance of their publications. The picks above are, unless otherwise stated, entered by registered members of TipsTraders.com in accordance with our general methodology and respecting any proprietary rights. Analysts are likely to have recommended trades not listed here, and at different times of entry. Analysts are also likely to offer an exit strategy very different from ours.  

 

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