• INCEPTION (09/29/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 7.71%
  • S&P RETURN

  • 9.55%
(HIF) Heavy Industry Fund

HIF Growth of $10,000

HIF Model
HIF Composite
S&P 500

HIF Month By Month (As Of: 08/06/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIF YTD S&P YTD
20183.76%-6.58%-1.96%-4.96%5.27%-3.34%1.07%-1.51%-----8.52% 7.79%
20173.82%0.25%0.83%2.44%2.81%0.94%3.60%-3.58%4.69%1.65%5.12%3.02%28.45% 21.83%
20161.72%7.73%2.16%11.60%-5.00%4.83%3.46%-2.18%2.75%0.16%6.27%1.36%39.60% 11.96%
2015-1.85%5.72%-5.69%5.46%-1.39%-1.06%-8.50%-6.52%-10.84%7.00%0.36%-4.76%-21.46% 1.38%
2014-1.94%3.02%0.88%0.94%-3.35%4.78%-5.46%1.94%-9.03%-3.24%-0.84%-1.12%-13.35% 13.69%
20130.98%-6.06%-1.36%-9.70%1.72%-9.93%3.55%1.23%1.18%2.41%-0.47%4.98%-12.16% 32.39%
201212.47%-0.28%-6.99%-1.56%-10.83%4.21%-3.90%5.78%7.39%1.26%-4.58%3.19%3.88% 16.00%
2011-0.76%5.39%3.58%1.65%-9.50%-2.36%-2.66%-1.62%-15.85%12.95%2.39%-10.35%-18.70% 2.11%
2010-7.54%7.21%5.47%5.16%-7.48%-0.54%4.47%2.57%9.93%4.64%3.88%7.32%39.06% 15.06%
2009-5.53%-13.86%10.19%7.00%16.38%-7.61%7.96%1.07%8.86%-2.95%12.16%-1.27%31.70% 26.46%
2008-1.53%5.82%-3.95%0.98%4.18%-5.95%-6.94%-4.59%-19.54%-32.74%1.14%12.73%-45.74% -37.00%
20073.67%3.82%1.03%8.79%8.03%0.90%1.35%-0.41%13.48%6.01%-1.04%6.37%64.79% 5.49%
200621.87%-1.28%7.74%2.65%-8.64%2.04%-7.46%2.34%-2.91%11.26%6.16%1.16%36.29% 15.79%
2005-3.04%12.04%-16.31%-15.11%5.71%-0.30%15.76%-1.65%2.53%-7.93%8.65%1.28%-3.80% 4.91%
2004-4.37%4.57%2.76%-15.44%0.73%6.90%4.62%-4.46%12.38%-0.15%19.80%1.77%27.96% 10.88%
2003---------0.05%12.20%7.65%13.77%37.34% 12.18%
Returns greater than 5%
Returns less than -5%

HIF Top 5 Holdings


Symbol Name Current Price % Fund
DE Deere & Co $158.07 36.81%
TEX Terex Corp $47.75 8.99%
ABX Barrick Gold Corporation $14.92 5.83%
CAT Caterpillar Inc $157.95 5.14%
AEM Agnico Eagle Mines Ltd $46.56 5.10%
Total 61.88%

HIF Skill Metrics


Over the past years, Timothy has invested in a total of 35 stocks at one time or another and made money on 23 (65.71%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 65.71%
Trading Skills Avg. Gain/Loss Ratio 2.40