Marketocracy Fund for Dividend Growth Stocks

Written by The Dividend Guy on August 19, 2007

I have recently set up a Marketocracy fund in order to have a little fun. The premise of Marketocracy is that investors set up their own mutual funds, of which Marketocracy tracks and the top 100 funds are used to make up the m100, an aggregate of the top 100 portfolios at Marketocracy. They report that the m100 Index has beaten the S&P 500 Index in 8 of the 11 quarters since inception, with a beta of 0.53 compared to the S&P 500’s beta of 1.00. Neat concept.

I like it because they provide me with $1,000,000 in play money that I have set up a hypothetical portfolio with. These are all the stocks that I track on my watch list and my objective is to see what happens when I invest the whole million in one day on all these stocks. I will not be comparing it to my own portfolio, but just to see how it does against the S&P 500, which Marketocracy provides me with data on.

On August 10th I opened up the portfolio and did some mass buying. The timing of this had nothing to do with the recent downturn we have seen, but I suspect over the long term this is going to work in my favor. Here are the stocks in the portfolio and their returns to date (although a very short period of time!).

The Dividend Guy's Marketocracy Fund

My plan is to watch this portfolio and report back on it from time to time. If you have any questions, please let me know.


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5 Comments so far

  1. Mark Crisp August 19, 2007 9:04 pm

    The very best stock on the market now is CROX. do not look at any others. It could break out again soon after this sell off.

  2. The Dividend Guy August 20, 2007 8:35 am

    Thanks for the comment Mark, however I don’t know if it fits my dividend criteria. I do love the shoes however, my whole family has a pair.

    The Dividend Guy

  3. Susan Assadi August 20, 2007 11:13 am

    Do you know anything about FOLIOfn at www.foliofn.com? You might want to take a look? Marketocracy signed a deal with FOLIOfn in February to offer a mFOLIO Program of professionally managed personal portfolio accounts for the retail investor.

    Creating a Folio on www.foliofn.com is much like creating your own ETF or fund — investors can
    select a group of securities, choose the weightings for those securities, and
    with one-click, purchase the entire Folio.

    > FOLIOfn is the next generation offering after mutual funds and unparalleled
    in what they offer investors.
    > The self-directed investor can appreciate FOLIOs which are cost effective way
    to create and manage a diversified portfolio of up to 50 securities, including
    stocks, mutual funds and ETF’s. With a single click, investors can create and
    manage multiple FOLIOs.

    Regards.
    Susan Assadi

  4. Unsecured Loans August 21, 2007 2:34 am

    Thanks, and completely agree with you.

  5. The Dividend Guy August 21, 2007 12:06 pm

    Hi Susan,

    I don’t know much about FOLIOfn - thanks for the info though.

    TDG

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