ORR m100 S&P 500 NASDAQ
Returns are after all implied fees including 5c/share transaction fees,
SEC fees, management and administration fees of 1.95%
|Returns||ORR||S&P500||ORR vs S&P500|
|Last 3 Months||-0.10%||8.23%||-8.33%|
|Last 6 Months||4.46%||19.75%||-15.29%|
|Last 2 Years||5.60%||27.26%||-21.66%|
|Last 3 Years||9.23%||50.78%||-41.55%|
|Last 5 Years||-23.46%||31.61%||-55.07%|
|CYNO||Cynosure, Incorporated Class A||25.27||59,180||$1,495,479||27.75%|
|SWIR||SIERRA WIRELESS INC||11.46||40,000||$458,400||8.51%|
|USO||United States Oil Fund ETF||34.15||10,000||$341,500||6.34%|
|FXC||CurrencyShares Canadian Dollar Trust||98.34||2,000||$196,680||3.65%|
Marketocracy Master Biography – Ian St.MartinMy name is Ian St. Martin. I am currently the Chief Research Analyst for the Asset Logics U.S. Long-Short Equity Fund. Prior to moving full-time into equity analysis and investing, I spent many years as a software systems designer and architect. I designed software systems for a wide spectrum of companies, living and working in Los Angeles, Houston, Boston, New York, Toronto, Raleigh, Salt Lake City and Vancouver.
I first turned my attention to investing during the 1998-2000 tech bubble. My personal investing experiences from that period inspired me to develop a system that attempts to bring consistently repeatable results from a seemingly chaotic market.
My formal systems background (I received a bachelors of Applied Science in Systems Design Engineering from the University of Waterloo) and broad experience with software analysis, helped me bring a unique and highly organized approach to stock picking and portfolio management.