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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
(BTMCP) James Brumley - High Growth/Multi Style Portfolio
MODEL INCEPTION (07/07/2006) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS (As of: 03/22/2019) 8.25% 8.67% View Fund Stats
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(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: 03/22/2019) 6.17% 8.87% View Fund Stats
RETURN PERIOD (As Of: 02/28/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 17.19% 16.66% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS -0.81% 10.66% Fund has a 5 year track record.  
3 YRS -0.27% 15.28% Fund has a 3 year track record.  
1 YR 15.86% 4.68% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • BTMCP Beat the 50th percentile of mutual funds over 10 years.
    Feb 28, 2019
  • BTMCP Beat the 50th percentile of mutual funds over 3 years.
    Feb 28, 2019
  • BTMCP Beat the 75th percentile of mutual funds over 1 year.
    Feb 28, 2019
Articles

James Brumley - Multi-Cap Growth/Multi Style Portfolio

SLO2 | Price History
SLO2 | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Blend 25.45% 0.45%
Large Cap : Blend 24.36% -0.38%
Large Cap : Growth 22.16% 0.82%
Large Cap : Value 10.45% -0.75%
Small Cap : Growth 9.49% 0.60%
Small Cap : Value 8.08% 7.80%
SLO2 | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
James Brumley $1,914,912.15
Inception: Ticker Symbol: # of Securities:
January 31, 2008 SLO2 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 market-beating growth and below-average volatility.

SLO2 | Turnover
Last Month 2.51%
Last 3 Months 2.51%
Last 6 Months 41.22%
Last 12 Months 41.22%
SLO2 | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ALK $540,767.52
2 SAM $459,255.21
3 AZZ $123,251.06
4 DSW $90,129.60
5 VIV $52,704.25
Position Symbol Gains
1 WBD -$80,094.50
2 IMPCQ -$71,507.62
3 HRZL -$67,813.99
4 SKIL -$51,798.44
5 TMB -$49,640.04
SLO2 | Skill Metrics
All Positions
Winning % 30.00%
Avg. Gain/Loss Ratio 6.22
SLO2 | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 25.45% 0.45%
Real Estate 24.36% -0.38%
Health Care 22.16% 0.82%
Materials 10.45% -0.75%
Energy 9.49% 0.60%
Consumer Discretionary 8.08% 7.80%
SLO2 | Recent Returns vs S&P 500
MTD QTD YTD
SLO2 0.03% 0.36% 0.31%
S&P 500 0.00% 0.00% 0.00%
SLO2 | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -1.47% -0.75% -0.72%
Last Month -1.60% 0.77% -2.37%
Last 3 Months 15.91% 16.51% -0.60%
Last 3 Years -9.62% 45.22% -54.84%
Last 5 Years -8.29% 66.35% -74.64%
Last 10 Years 346.57% 328.44% 18.13%
Since Inception 94.83% 158.11% -63.28%
(Annualized) 6.17% 8.88% -2.71%
Data as of: 03/22/2019
SLO2 | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
SLO2 | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AZZ 154.06%
2 HURC 21.97%
3 HST -1.48%
4 GILD -6.48%
5 SSL -21.10%
Position Symbol Inception Return
1 SMRT -60.19%
2 SSL -21.10%
3 GILD -6.48%
4 HST -1.48%
5 HURC 21.97%