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Invest TodayINCEPTION (03/05/2011)
7 YRS
AVG. ANNUAL RETURN
22.30%
S&P RETURN
13.29%
(HIBEV) Hagopian Institute BioMed Extreme Value
HIBEV Growth of $10,000
HIBEV Model
HIBEV Composite
S&P 500
HIBEV Month By Month (As Of: 08/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIBEV YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | -4.52% | -5.24% | 0.19% | -0.91% | 8.72% | -0.51% | -0.54% | 4.92% | - | - | - | - | 1.39% | 9.94% |
| 2017 | 8.52% | 12.99% | 1.48% | -2.66% | -2.31% | 10.51% | 5.73% | 0.51% | 1.63% | -2.29% | -2.31% | -3.22% | 30.46% | 21.83% |
| 2016 | -9.78% | -4.52% | -2.17% | -0.35% | 3.47% | -9.57% | 9.09% | -4.42% | 7.36% | -14.75% | 5.53% | -0.48% | -21.24% | 11.96% |
| 2015 | 5.24% | -0.87% | -2.15% | -5.77% | 21.38% | 1.91% | 8.11% | -9.48% | -10.96% | 8.83% | 2.77% | -1.95% | 13.70% | 1.38% |
| 2014 | 8.41% | 10.33% | -9.02% | 1.54% | 4.09% | 7.16% | -8.13% | 9.44% | -3.60% | 7.12% | 1.01% | -3.27% | 25.02% | 13.69% |
| 2013 | 6.02% | 5.05% | 7.82% | 0.87% | 1.05% | 1.87% | 14.62% | 5.99% | 9.66% | 2.56% | 15.81% | 7.12% | 111.31% | 32.39% |
| 2012 | 14.37% | 8.13% | -0.19% | 9.39% | -10.63% | 4.12% | 4.87% | 3.99% | 11.85% | -13.10% | 3.89% | -5.27% | 31.09% | 16.00% |
| 2011 | - | - | 6.36% | -3.22% | -2.35% | 0.12% | 3.13% | -2.06% | -6.86% | 3.73% | 7.64% | 11.27% | 17.63% | -3.13% |
Returns greater than 5%
Returns less than -5%
HIBEV Composite Month By Month (As Of: 07/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIBEV YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | -4.26% | -5.29% | -0.52% | -0.85% | 9.80% | -0.94% | -0.15% | - | - | - | - | - | -2.87% | 6.47% |
| 2017 | 8.61% | 13.22% | 1.65% | -2.51% | -2.84% | 8.92% | 6.12% | 1.50% | 0.32% | -2.56% | -1.81% | -2.87% | 29.50% | 21.83% |
| 2016 | - | - | - | -0.06% | 3.55% | -9.03% | 9.25% | -4.31% | 7.42% | -14.78% | 5.08% | 0.14% | -5.20% | 10.04% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
HIBEV Top 5 Holdings
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| TSRO | Tesaro Inc | $37.00 | 12.70% |
| XXII | 22nd Century Group Inc | $2.88 | 11.30% |
| INCY | Incyte Corp | $67.34 | 10.17% |
| ALXN | Alexion Pharmaceuticals Inc | $121.91 | 9.45% |
| CLVS | Clovis Oncology Inc | $32.14 | 8.81% |
| Total | 52.43% |
HIBEV Skill Metrics
Over the past years, Todd has invested in a total of 80 stocks at one time or another and made money on 47 (58.75%) of those stocks. Careful stock selection is one of the keys to success.
| All Positions | ||
|---|---|---|
| Stock Picking Skills | Winning % | 58.75% |
| Trading Skills | Avg. Gain/Loss Ratio | 1.54 |