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Rex Jacobsen

Investment Newsletter Editor

Investment Strategy

As the Sr. Editor of www.BeatTheStockMarket.com (an online investment newsletter) I use my accounting background (from being a tenured college accounting instructor at Lake Washington Institute of Technology) and extensive investment experience in combination with behavioral finance and fundamental analysis to find companies that beat the market. I look for strategies that others are likely to overlook due to investor behavioral biases.


Funds
(RMF) Beat The Stock Market.com
MODEL INCEPTION (03/16/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 12.44% 7.71% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.55% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.14% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 22.44% 16.10% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 48.29% 19.66% Beat the 75th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • RMF Beat the 50th percentile of mutual funds over 10 years.
    Aug 31, 2018
  • RMF Beat the 50th percentile of mutual funds over 5 years.
    Aug 31, 2018
  • RMF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • RMF Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

Beat The Stock Market.com

RMF | Price History
RMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 40.94% -1.27%
Unclassified Market Cap : Unclassified Style 31.09% 0.34%
Large Cap : Blend 8.24% 0.95%
Small Cap : Blend 4.56% 0.00%
Mid Cap : Value 4.41% -2.16%
Mid Cap : Blend 3.96% 0.08%
Large Cap : Value 1.87% -0.64%
Small Cap : Growth 1.63% -1.42%
Mid Cap : Growth 1.42% -0.43%
Micro Cap : Value 0.93% -12.27%
Small Cap : Value 0.86% -0.61%
Micro Cap : Blend 0.06% -0.76%
Micro Cap : Growth 0.06% -0.97%
RMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Rex Jacobsen $7,003,202.51
Inception: Ticker Symbol: # of Securities:
March 16, 2002 RMF 93
Description:

This fund seeks to invests in companies that are disrupting their industries, for example, Amazon.

RMF | Turnover
Last Month N/A
Last 3 Months 9.1%
Last 6 Months 55.75%
Last 12 Months 194.85%
RMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $1,064,716.06
2 ASPS $653,419.66
3 CHAP $579,914.33
4 GME $368,586.55
5 BABA $363,088.31
Position Symbol Gains
1 RYAM -$143,515.51
2 LE -$142,076.15
3 ENVA -$122,821.50
4 MWA.B -$120,705.81
5 FSL -$108,976.48
RMF | Skill Metrics
All Positions
Winning % 56.62%
Avg. Gain/Loss Ratio 2.22
RMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
RMF -0.00% -2.94% 7.89% 32.86%
S&P 500 -0.00% 0.00% 0.00% 0.00%
NASDAQ 0.05% 0.00% 0.00% 0.00%
RMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 33.90% -1.63%
Technology 32.32% -1.32%
Health Care 26.67% -0.02%
Unallocated 3.13% -0.43%
Industrials 2.26% -0.00%
Financials 1.74% 1.24%
RMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.83% 0.00% 1.83%
Last 30 Days -2.54% 1.10% -3.64%
Last 3 Months 7.88% 8.26% -0.38%
Last 6 Months 27.76% 14.53% 13.23%
Last 12 Months 41.81% 18.51% 23.30%
Last 2 Years 59.52% 0.00% 59.52%
Last 3 Years 86.94% 62.25% 24.69%
Last 5 Years 72.22% 93.08% -20.86%
Last 10 Years 222.62% 212.57% 10.05%
Since Inception 600.32% 251.34% 348.98%
(Annualized) 12.48% 7.89% 4.59%
Data as of: 09/29/2018
RMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
RMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 SQ 107.04%
2 AMD 99.33%
3 NVTA 95.01%
4 AMZN 88.55%
5 PACB 84.95%
Position Symbol Inception Return
1 MGTI -81.61%
2 ZUO -35.49%
3 XONE -29.74%
4 BLCM -28.23%
5 JD -24.57%