• INCEPTION (11/22/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 5.71%
  • S&P RETURN

  • 9.17%
(SSOF4) Sector Switching Opportunity Fund 4

SSOF4 Growth of $10,000

SSOF4 Model
SSOF4 Composite
S&P 500

SSOF4 Month By Month (As Of: 08/06/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SSOF4 YTD S&P YTD
20184.16%-6.66%0.50%3.12%0.54%-1.01%2.21%-0.68%----1.80% 7.79%
20171.56%-1.19%-0.39%-0.64%-1.33%1.17%2.08%-0.83%0.59%-1.98%0.20%3.10%2.22% 21.83%
2016-1.69%2.48%7.42%10.24%-3.80%5.20%3.04%-4.06%1.79%0.20%2.60%0.65%25.69% 11.96%
2015-1.44%3.28%-4.61%6.83%-3.17%-3.74%-7.57%-2.61%-4.67%5.26%-1.10%-6.88%-19.57% 1.38%
2014-3.19%2.43%0.88%1.04%-0.08%10.64%-1.28%3.25%-9.05%-5.48%-6.66%-3.89%-12.17% 13.69%
2013-2.37%-4.33%0.67%-8.35%-3.55%-5.58%6.65%-0.28%0.84%4.87%-0.20%0.07%-11.87% 32.39%
20129.88%1.00%-5.22%-1.14%-11.66%4.94%0.59%4.85%7.39%-0.65%-4.49%0.50%4.13% 16.00%
2011-1.17%5.70%3.51%1.38%-5.98%-3.25%-1.40%-3.45%-14.79%11.55%-1.20%-8.35%-18.30% 2.11%
2010-8.31%6.04%4.52%5.99%-9.13%-2.07%2.29%1.79%8.05%2.44%3.01%5.91%20.50% 15.06%
2009-4.08%-7.32%8.30%4.22%21.50%-6.90%7.05%0.91%9.73%-3.43%10.64%0.64%44.69% 26.46%
2008-7.95%10.84%-2.60%7.22%9.45%1.74%-10.69%-6.36%-19.77%-30.18%-4.41%8.54%-42.33% -37.00%
20074.08%1.59%3.09%4.11%6.13%0.72%1.83%-1.50%12.38%9.21%-8.65%6.03%44.63% 5.49%
200622.19%-4.22%10.14%6.92%-6.66%3.08%0.75%0.27%-6.56%6.56%8.23%-2.80%40.31% 15.79%
2005-3.52%12.05%-11.57%-17.37%0.91%-3.31%17.85%-2.28%7.22%-10.19%12.08%1.95%-2.33% 4.91%
2004-2.70%6.13%2.49%-0.09%0.99%7.15%3.66%-3.06%12.70%4.04%17.65%-3.32%53.35% 10.88%
2003----------1.65%10.27%12.08% 7.61%
Returns greater than 5%
Returns less than -5%

SSOF4 Top 5 Holdings


Symbol Name Current Price % Fund
ASR Asur Shs -B- Sponsored American Depositary Receipt $183.60 14.09%
AEM Agnico Eagle Mines Ltd $41.69 6.31%
SLB Schlumberger NV $67.25 5.64%
CEO CNOOC Shs Sponsored American Depositary Receipt Re $166.35 5.41%
MPC Marathon Petroleum Corporation $81.98 5.06%
Total 36.52%

SSOF4 Skill Metrics


Over the past years, Timothy has invested in a total of 81 stocks at one time or another and made money on 41 (50.62%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 50.62%
Trading Skills Avg. Gain/Loss Ratio 2.48