• INCEPTION (11/23/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 4.32%
  • S&P RETURN

  • 9.00%
(SAF) Siegel's Amalgam Fund

SAF Growth of $10,000

SAF Model
SAF Composite
S&P 500

SAF Month By Month (As Of: 06/20/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SAF YTD S&P YTD
20181.24%-5.73%-0.20%2.02%2.52%-1.95%-------2.33% 4.46%
20172.02%-0.71%-1.53%-0.37%-0.91%-0.69%0.71%2.13%-1.97%-0.73%0.62%3.05%1.47% 21.83%
20160.96%6.81%3.10%8.43%-3.87%7.29%4.33%-5.96%0.81%-2.34%-2.65%0.48%17.48% 11.96%
20154.17%-0.58%--1.35%0.66%-4.25%-4.00%0.65%-3.95%6.41%-2.70%-1.86%-7.14% 1.38%
2014-0.03%4.44%--2.61%-2.17%8.14%-2.62%1.64%-9.30%-5.51%-2.37%0.37%-10.58% 13.69%
2013-3.33%-8.33%-0.84%-9.24%-4.28%-7.51%4.18%1.41%-2.60%3.17%-3.78%0.38%-27.59% 32.39%
20129.69%-0.79%-4.68%-3.34%-9.47%5.17%-0.76%8.18%7.92%-2.63%-4.44%-2.95%-0.14% 16.00%
2011-4.17%8.53%2.74%6.90%-6.38%-4.10%1.11%2.13%-12.33%7.01%-0.85%-9.48%-10.82% 2.11%
2010-5.79%4.90%-9.08%-4.13%-1.58%-3.53%5.47%6.70%0.38%3.48%4.73%20.12% 15.06%
2009-2.98%-5.53%7.18%1.30%15.07%-2.73%5.07%1.19%8.41%-6.56%14.08%-2.84%32.97% 26.46%
2008-0.98%5.76%-1.52%2.75%7.00%0.13%-7.95%-7.61%-16.96%-26.23%-0.87%11.30%-34.74% -37.00%
20075.96%3.06%1.21%8.47%6.65%-0.20%2.55%-1.77%7.34%5.66%-3.51%4.52%47.02% 5.49%
200618.98%-3.21%9.21%8.01%-7.34%0.30%-1.31%0.57%-6.47%6.77%9.76%-2.57%33.82% 15.79%
2005-1.76%12.39%--22.76%1.94%-2.53%9.92%-0.96%5.21%-6.27%10.51%5.19%5.75% 4.91%
20049.21%1.38%4.85%-16.09%1.80%1.18%0.24%1.01%9.18%2.01%16.34%1.18%33.18% 10.88%
2003----------1.52%1.15%2.68% 5.89%
Returns greater than 5%
Returns less than -5%

SAF Top 5 Holdings


Symbol Name Current Price % Fund
CEF Sprt Ph Gl & Sl Trust Units $12.74 13.96%
GLD SPDR Gold Trust Shs $122.79 9.28%
AEM Agnico Eagle Mines Ltd $46.15 9.10%
OXY Occidental Petroleum Corp $61.13 8.44%
GE General Electric Co $25.20 7.25%
Total 48.04%

SAF Skill Metrics


Over the past years, Timothy has invested in a total of 35 stocks at one time or another and made money on 20 (57.14%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 57.14%
Trading Skills Avg. Gain/Loss Ratio 1.53