• INCEPTION (07/29/2003)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 3.80%
  • S&P RETURN

  • 9.31%
(SSOF2) Siegel Sector Opportunity Fund 2

SSOF2 Growth of $10,000

SSOF2 Model
SSOF2 Composite
S&P 500

SSOF2 Month By Month (As Of: 09/28/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SSOF2 YTD S&P YTD
20185.90%-6.33%-1.66%-0.02%3.61%-2.61%0.54%-6.74%0.31%----7.45% 10.56%
20174.26%-0.77%-1.68%-1.83%-1.09%-3.19%3.33%1.16%1.12%0.11%2.96%6.52%10.96% 21.83%
2016-4.36%9.61%11.38%12.64%-6.99%11.30%10.46%-9.54%2.16%-3.49%6.97%1.49%45.64% 11.96%
20150.29%2.40%-5.46%4.50%-2.75%-5.99%-10.75%-3.89%-7.70%7.33%-5.38%-6.03%-29.91% 1.38%
20141.15%2.59%-0.70%-0.22%-1.98%10.62%-0.34%5.86%-9.51%-7.87%-5.90%-3.63%-11.08% 13.69%
2013-6.10%-8.25%0.52%-13.46%-5.56%-8.32%4.02%-0.31%-1.58%4.32%-2.17%2.86%-30.48% 32.39%
201212.59%-1.28%-5.28%-5.12%-11.56%5.36%-2.79%11.28%11.12%-1.32%-6.87%-1.77%1.00% 16.00%
2011-3.96%7.44%3.76%5.50%-8.40%-2.34%-0.80%0.33%-15.79%7.26%1.56%-11.07%-17.96% 2.11%
2010-9.86%7.10%7.55%2.78%-6.37%-4.08%-0.36%8.18%9.19%2.09%5.51%5.98%28.77% 15.06%
2009-2.55%-10.29%12.10%4.42%20.46%-5.98%7.81%1.38%10.95%-7.50%16.70%-0.30%51.27% 26.46%
2008-4.26%6.96%-1.48%3.68%8.13%1.67%-11.39%-11.43%-24.10%-37.22%-2.98%15.52%-51.80% -37.00%
20071.70%1.02%1.12%4.94%4.93%-0.46%2.40%-5.11%10.83%11.61%-9.67%7.75%33.22% 5.49%
200620.23%-6.13%9.94%10.58%-6.93%1.64%-0.02%4.78%-8.41%5.42%9.29%-4.88%36.47% 15.79%
2005-2.15%12.15%-10.65%-11.53%1.02%1.41%8.71%-0.19%8.16%-7.28%8.10%3.62%8.33% 4.91%
2004-6.78%9.59%5.59%-19.44%5.11%1.26%0.58%0.64%11.15%0.34%13.18%-3.23%14.35% 10.88%
2003------0.47%15.75%-2.39%9.99%15.76%7.56%55.48% 13.50%
Returns greater than 5%
Returns less than -5%

SSOF2 Top 5 Holdings


Symbol Name Current Price % Fund
GLD SPDR Gold Trust Shs $113.51 11.68%
MAR Marriott International Inc (New) $126.47 11.61%
HD The Home Depot Inc $200.77 10.15%
X United States Steel Corp $29.68 8.48%
AEM Agnico Eagle Mines Ltd $34.52 8.40%
Total 50.33%

SSOF2 Skill Metrics


Over the past years, Timothy has invested in a total of 49 stocks at one time or another and made money on 33 (67.35%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 67.35%
Trading Skills Avg. Gain/Loss Ratio 1.57