January 9th, 2019 For the fourth quarter of 2018, Shaperfunds generated a total return of -7.32%, versus a -22.94% return for the Standard and Poor’s 500 Index. The  stark out-performance in the quarter was, in large part, due to the out-performance of the largest holding, Tesla Inc (TSLA), which was not always the case in […]

Return Since Inception, 12.31.14: 59.21% Vanguard S&P 500 ETF Div Adj Return Since 12.31.14: 52.38% Return YTD: 6.12% Vanguard S&P 500 ETF Div Adj Return YTD: 10.11% It was been a wonderful couple of years balancing my love for value investing with world changing technology. The style split works out to be about 50/50 of […]

I recently read Scott Galloway’s book, The Four: The Hidden DNA of Amazon, Apple, Facebook and Google. The book breaks down what it takes to become one of the largest and most influential companies in the world. It’s both fascinating and terrifying. We’ll skip the terrifying aspects for now. According to Professor Galloway’s research, several […]