• INCEPTION (07/07/2006)

  • 12 YRS
  • AVG. ANNUAL RETURN

  • 8.17%
  • S&P RETURN

  • 8.67%
(BTMCP) J Brumley Multi-Cap Growth/Multi Style Portfolio

BTMCP Growth of $10,000

BTMCP Model
BTMCP Composite
S&P 500

BTMCP Month By Month (As Of: 09/28/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BTMCP YTD S&P YTD
20183.32%-5.42%2.54%2.30%9.09%4.20%-3.33%4.42%-3.38%---13.66% 10.56%
2017-2.60%0.44%-1.43%0.49%0.67%-1.76%5.79%-3.08%6.00%6.83%3.22%3.89%19.31% 21.83%
2016-8.50%4.02%6.58%-4.16%-0.21%4.91%4.95%0.03%-4.89%-5.07%10.80%0.76%7.70% 11.96%
2015-2.10%-3.00%-0.16%-2.26%1.60%-4.51%-3.57%-8.41%-4.64%5.74%0.66%-4.66%-23.15% 1.38%
2014-6.99%6.68%1.93%0.06%-4.01%5.18%-1.91%3.60%-2.85%2.23%4.47%2.86%10.83% 13.69%
20136.64%4.42%4.92%1.75%-2.68%1.18%4.84%5.04%9.04%0.17%5.33%0.51%49.07% 32.39%
20124.39%-1.35%-1.47%-3.91%-5.19%0.74%-4.04%1.24%0.42%-4.75%5.46%7.50%-1.89% 16.00%
2011-2.42%7.39%1.46%2.34%-4.63%0.21%1.12%-10.45%-10.41%21.89%--4.64%-1.94% 2.11%
2010-5.62%6.68%6.77%5.97%-3.17%-1.34%7.71%-7.81%10.52%5.85%12.27%7.51%52.58% 15.06%
2009-13.37%-13.39%3.83%14.86%2.52%4.75%8.76%5.63%5.34%0.48%4.85%6.65%30.65% 26.46%
2008-11.32%-1.37%5.15%5.58%1.36%-1.53%-2.22%0.33%-9.67%-21.76%-8.45%0.62%-38.09% -37.00%
20075.03%0.32%2.39%0.85%6.15%-3.91%-0.98%1.48%4.92%2.95%-8.77%1.60%11.63% 5.49%
2006-------0.07%-0.08%-1.67%3.24%2.40%3.02%6.92% 13.11%
Returns greater than 5%
Returns less than -5%

BTMCP Top 5 Holdings


Symbol Name Current Price % Fund
SAM Boston Beer Inc $294.40 36.18%
DECK Deckers Outdoor Corp $113.47 13.91%
RTEC Rudolph Technologies Inc $24.30 5.48%
LEN Lennar Corp $48.90 3.84%
HPQ HP Inc $25.63 2.67%
Total 62.08%

BTMCP Skill Metrics


Over the past years, James has invested in a total of 49 stocks at one time or another and made money on 29 (59.18%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 59.18%
Trading Skills Avg. Gain/Loss Ratio 4.01