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Invest TodayINCEPTION (03/07/2011)
7 YRS
AVG. ANNUAL RETURN
16.75%
S&P RETURN
13.42%
(HIDEV) Hagopian Institute Defense Extreme Value
HIDEV Growth of $10,000
HIDEV Model
HIDEV Composite
S&P 500
HIDEV Month By Month (As Of: 08/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIDEV YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 5.64% | 0.02% | -2.00% | -1.31% | 4.11% | -2.97% | 5.11% | 3.40% | - | - | - | - | 12.19% | 9.94% |
| 2017 | 2.33% | 4.52% | -2.12% | 1.58% | 3.35% | 0.74% | 3.28% | 3.75% | 5.94% | 2.03% | 0.25% | 0.41% | 29.07% | 21.83% |
| 2016 | -1.42% | -3.28% | 3.37% | 4.15% | 0.62% | 1.25% | 4.69% | 0.36% | 0.79% | -3.02% | 10.54% | 0.34% | 19.11% | 11.96% |
| 2015 | 0.74% | 6.20% | -0.02% | -2.77% | -1.20% | -3.01% | 3.47% | -3.87% | -2.19% | 8.59% | 1.51% | -2.58% | 4.13% | 1.38% |
| 2014 | 3.21% | 2.86% | 0.57% | -0.33% | 0.16% | 0.45% | -1.56% | 4.74% | 0.74% | 2.31% | 0.61% | -0.62% | 13.78% | 13.69% |
| 2013 | -1.45% | 1.87% | 8.90% | 4.15% | 1.05% | 1.87% | 9.35% | 0.88% | 4.08% | 2.92% | 6.14% | 6.70% | 56.86% | 32.39% |
| 2012 | 4.11% | 3.96% | -0.03% | -0.25% | -7.23% | 4.18% | -2.05% | 4.28% | -0.56% | 2.29% | 2.44% | 1.88% | 13.10% | 16.00% |
| 2011 | - | - | 1.41% | -1.76% | 0.77% | 2.68% | -5.53% | -6.63% | -14.02% | 5.47% | 3.11% | 2.49% | -12.87% | -2.32% |
Returns greater than 5%
Returns less than -5%
HIDEV Composite Month By Month (As Of: 04/30/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIDEV YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 6.47% | 0.22% | -1.85% | -1.12% | - | - | - | - | - | - | - | - | 3.56% | -0.38% |
| 2017 | 2.50% | 4.75% | -2.16% | 1.71% | 3.50% | 0.75% | 3.47% | 3.93% | 6.04% | 2.19% | 0.42% | 0.56% | 31.11% | 21.83% |
| 2016 | - | - | - | - | 0.72% | 1.41% | 4.18% | 0.56% | 0.97% | -2.80% | 10.76% | 0.75% | 17.19% | 8.10% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
HIDEV Top 5 Holdings
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| DXC | DXC Technology Company | $96.38 | 9.36% |
| KTOS | Kratos Defense & Security Solutions Inc | $14.09 | 9.15% |
| KEYW | KEYW Holding Corp | $8.79 | 8.25% |
| FEYE | FireEye Inc | $16.82 | 6.95% |
| BAH | Booz Allen Hamilton Holding Corp | $49.57 | 5.78% |
| Total | 39.48% |
HIDEV Skill Metrics
Over the past years, Todd has invested in a total of 41 stocks at one time or another and made money on 35 (85.37%) of those stocks. Careful stock selection is one of the keys to success.
| All Positions | ||
|---|---|---|
| Stock Picking Skills | Winning % | 85.37% |
| Trading Skills | Avg. Gain/Loss Ratio | 1.78 |