• INCEPTION (01/31/2008)

  • 10 YRS
  • AVG. ANNUAL RETURN

  • 6.07%
  • S&P RETURN

  • 9.16%
(SLO2) JBrumley/BPM SLO2 Fund

SLO2 Growth of $10,000

SLO2 Model
SLO2 Composite
S&P 500

SLO2 Month By Month (As Of: 05/21/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SLO2 YTD S&P YTD
2018-4.46%-6.08%2.44%2.01%2.87%--------3.54% 3.00%
2017-1.08%1.26%-3.90%-4.25%-1.22%1.38%-1.05%-5.68%2.38%-4.14%1.60%3.95%-10.70% 21.83%
2016-8.07%3.96%7.50%-9.16%-3.63%-2.18%7.81%0.63%-4.51%-0.28%9.33%2.77%2.12% 11.96%
20153.26%0.11%-2.39%-2.27%-0.61%-2.43%2.74%-4.03%-1.56%0.37%-0.46%-2.18%-9.28% 1.38%
2014-7.38%6.39%2.83%-1.60%-4.34%2.72%-5.07%4.28%-4.54%10.26%5.13%2.52%10.02% 13.69%
20135.06%2.90%3.57%-0.09%1.55%-0.61%4.28%2.88%7.07%2.43%4.30%-2.77%34.69% 32.39%
20125.06%1.06%2.13%-2.85%-2.31%2.73%-0.76%2.47%4.19%-0.75%4.88%4.09%21.35% 16.00%
2011-3.36%7.15%5.11%5.30%-2.94%1.47%-0.22%-10.20%-10.18%16.29%-3.69%1.79%3.58% 2.11%
2010-11.18%5.07%6.20%7.14%-3.27%-7.18%12.12%-6.13%14.00%3.05%4.58%8.92%34.29% 15.06%
2009-5.48%-11.60%7.35%22.01%15.87%2.76%18.45%3.90%7.85%-5.90%8.65%7.43%89.95% 26.46%
20080.00%-2.87%-1.02%0.24%-1.69%-11.06%2.94%-1.90%-11.14%-24.38%-15.82%0.89%-51.43% -32.98%
Returns greater than 5%
Returns less than -5%

SLO2 Composite Month By Month (As Of: 04/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SLO2 YTD S&P TR YTD
2018-4.30%-5.95%2.61%2.36%---------5.47% -0.38%
2017-0.92%1.40%-3.78%-4.14%-1.07%1.54%-0.89%-5.50%2.54%-3.98%1.75%4.20%-8.99% 21.83%
2016----8.99%-3.05%-2.02%7.85%0.74%-4.37%-0.13%9.48%2.97%1.13% 10.04% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

SLO2 Top 5 Holdings


Symbol Name Current Price % Fund
SAM Boston Beer Inc $243.00 24.33%
HURC Hurco Cos Inc $46.85 5.58%
GILD Gilead Sciences Inc $67.75 4.11%
SMRT Stein Mart Inc $3.05 2.22%
SSL Sasol Shs Sponsored American Deposit Receipt Repr $37.17 2.12%
Total 38.37%

SLO2 Skill Metrics


Over the past years, James has invested in a total of 19 stocks at one time or another and made money on 6 (31.58%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 31.58%
Trading Skills Avg. Gain/Loss Ratio 5.38