• INCEPTION (11/22/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • -1.28%
  • S&P RETURN

  • 8.99%
(SSOF3) Sector Switching Opportunity Fund

SSOF3 Growth of $10,000

SSOF3 Model
SSOF3 Composite
S&P 500

SSOF3 Month By Month (As Of: 09/28/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SSOF3 YTD S&P YTD
20184.41%-7.85%2.17%0.70%2.05%-2.56%-3.45%-7.36%0.28%----11.71% 10.56%
201711.09%-1.18%-1.30%-1.16%0.17%-2.78%1.82%4.51%-3.89%-1.56%-0.55%3.89%8.49% 21.83%
20161.34%14.02%2.73%17.86%-10.36%17.80%7.64%-9.30%2.69%-5.81%-8.59%0.16%27.71% 11.96%
201510.25%-0.35%-7.25%2.61%-1.02%-6.35%-10.11%-1.91%-6.65%5.55%-6.19%-5.09%-25.02% 1.38%
20143.43%7.40%-2.50%-1.26%-0.84%11.31%-3.37%3.65%-11.45%-9.79%-3.18%0.59%-8.03% 13.69%
2013-6.18%-10.05%0.67%-16.04%-5.38%-12.06%3.49%5.09%-5.22%2.84%-7.76%-1.58%-42.88% 32.39%
201212.96%-1.05%-6.94%-5.08%-9.17%2.53%-2.28%13.01%10.92%-3.34%-6.08%-4.61%-2.48% 16.00%
2011-5.44%11.87%5.58%11.40%-11.00%-6.24%5.69%5.96%-15.91%8.01%-1.38%-14.25%-10.70% 2.11%
2010-8.55%6.12%3.38%9.79%-3.10%2.25%-5.65%11.93%6.60%3.42%4.59%3.78%37.93% 15.06%
20093.43%-2.60%7.38%-6.64%23.96%-10.01%4.61%-0.03%12.75%-5.13%16.31%-6.31%37.31% 26.46%
20083.20%6.28%-10.64%-6.79%1.22%1.49%-5.22%-12.03%-8.16%-26.66%10.88%14.67%-32.99% -37.00%
2007-2.36%0.55%-3.57%3.68%3.64%-2.82%2.94%-5.33%12.37%9.62%-8.15%1.19%10.29% 5.49%
200619.53%-3.65%9.58%14.70%-10.11%1.34%3.90%7.83%-11.78%2.36%12.40%-6.93%39.56% 15.79%
2005-6.24%6.53%-4.85%-10.21%1.13%7.50%-4.73%1.04%11.20%-8.13%9.80%12.00%12.21% 4.91%
2004-7.63%4.44%11.66%-25.56%10.48%-5.87%-2.51%6.97%9.79%-0.46%5.13%-11.63%-11.71% 10.88%
2003----------4.07%-2.39%1.59% 7.61%
Returns greater than 5%
Returns less than -5%

SSOF3 Top 5 Holdings


Symbol Name Current Price % Fund
SLV iShs Silver Tr Shs $13.65 26.22%
LNG Cheniere Energy Inc $66.93 20.99%
GLD SPDR Gold Trust Shs $113.51 10.90%
AEM Agnico Eagle Mines Ltd $34.52 9.57%
NEM Newmont Mining Corp $31.03 7.05%
Total 74.73%

SSOF3 Skill Metrics


Over the past years, Timothy has invested in a total of 47 stocks at one time or another and made money on 24 (51.06%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 51.06%
Trading Skills Avg. Gain/Loss Ratio 0.94