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James Brumley

Investment Strategy

James Brumley is a reformed stock broker and former Director of Research for an options-focused newsletter. He’s now primarily a freelance writer, tapping into more than a decade’s worth of broad experience to help investors get more out of the market.

With a background in technical analysis as well as fundamental analysis, James writes with a multifaceted philosophy that combines the importance of company performance with the power of stock-trade timing. His commentary is just as apt to focus on a chart as it is earnings, as he believes this dual approach is the only way an investor has a shot at consistently beating the market.

James’ work has appeared at several websites, including Street Authority, InvestorPlace, Motley Fool, Kiplinger and Investopedia. When not writing as a journalist, James works on his book explaining his multi-pronged approach to investing.


Funds
(SLO2) James Brumley - Multi-Cap Growth/Multi Style Portfolio
MODEL INCEPTION (01/31/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS (As of: 01/14/2020) 5.73% 9.86% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.92% 13.44% Fund has a 10 year track record.  
5 YRS -2.07% 10.10% Fund has a 5 year track record.  
3 YRS -2.86% 12.71% Fund has a 3 year track record.  
1 YR -4.33% 2.93% Fund has a 1 year track record.  
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(BTMCP) James Brumley - High Growth/Multi Style Portfolio
MODEL INCEPTION (07/07/2006) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
13+ YRS (As of: 01/14/2020) 7.35% 9.59% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.74% 13.44% Fund has a 10 year track record.  
5 YRS 2.45% 10.10% Fund has a 5 year track record.  
3 YRS 8.81% 12.71% Fund has a 3 year track record.  
1 YR -8.99% 2.93% Fund has a 1 year track record.  
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Articles

James Brumley - High Growth/Multi Style Portfolio

BTMCP | Price History
BTMCP | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Growth 80.70% 1.72%
Small Cap : Value 8.93% 0.41%
Mid Cap : Blend 5.93% -0.83%
Large Cap : Value 4.35% 0.55%
Unclassified Market Cap : Unclassified Style 0.10% -1.56%
BTMCP | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
James Brumley $2,627,462.40
Inception: Ticker Symbol: # of Securities:
July 07, 2006 BTMCP 6
Description:

This fund is an all-purpose, diversified fund with a bias for small caps, and value-priced growth stocks. Sector rotation is a key strategy utilized, though not the only one. The primary goal is strong market-beating growth and below-average volatility.

BTMCP | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months 17.14%
Last 12 Months 17.14%
BTMCP | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 SAM $818,092.80
2 MTD $333,505.45
3 DECK $262,183.08
4 UWM $192,843.35
5 CAT $133,852.52
Position Symbol Gains
1 CPX -$96,072.72
2 CAA -$85,207.02
3 HPQ -$46,162.20
4 SUBCY -$35,474.37
5 WIRE -$22,830.38
BTMCP | Skill Metrics
All Positions
Winning % 59.18%
Avg. Gain/Loss Ratio 4.00
BTMCP | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Staples 57.18% -3.26%
Consumer Discretionary 23.52% 6.70%
Technology 13.28% 0.48%
Real Estate 6.02% -1.19%
BTMCP | Recent Returns vs S&P 500
MTD QTD YTD
BTMCP -3.38% -2.46% 13.66%
S&P 500 0.00% 0.00% 0.00%
BTMCP | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.10% 1.46% -0.36%
Last Month 1.40% 3.75% -2.35%
Last 3 Months 4.71% 10.35% -5.64%
Last 6 Months 1.21% 10.69% -9.48%
Last 12 Months 2.00% 29.70% -27.70%
Last 3 Years 36.00% 53.21% -17.21%
Last 5 Years 15.28% 82.56% -67.28%
Last 10 Years 165.38% 255.77% -90.39%
Since Inception 161.17% 244.83% -83.66%
(Annualized) 7.35% 9.58% -2.23%
Data as of: 01/14/2020
BTMCP | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
BTMCP | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 SAM 721.38%
2 DECK 216.77%
3 RTEC 70.17%
4 LEN.B 0.00%
5 LEN 0.00%
Position Symbol Inception Return
1 HPQ -39.44%
2 LEN.B 0.00%
3 LEN 0.00%
4 RTEC 70.17%
5 DECK 216.77%