Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

Want more information on investing with this manager?

If you are interested in investing in one of Wayne Himelsein's funds. Click the link below to get started.

Invest Today

Wayne Himelsein

  • los angeles , CA
  • Apr 29, 2012
Funds
(LFF) Logica Focus Fund
MODEL INCEPTION (09/29/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 13.27% 5.88% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.76% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 19.78% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.25% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 22.74% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • LFF Beat the 75th percentile of mutual funds over 10 years.
    Jun 30, 2018
  • LFF Beat the 75th percentile of mutual funds over 5 years.
    Jun 30, 2018
  • LFF Beat the 75th percentile of mutual funds over 3 years.
    Jun 30, 2018
  • LFF Beat the 50th percentile of mutual funds over 1 year.
    Jun 30, 2018
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 30.77% 0.26%
Mid Cap : Growth 20.42% -0.34%
Large Cap : Blend 18.95% -0.75%
Mid Cap : Value 10.23% 1.91%
Mid Cap : Blend 9.88% 0.52%
Large Cap : Value 9.71% 1.84%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $9,198,440.95
Inception: Ticker Symbol: # of Securities:
September 29, 2000 LFF 10
Description:

Quantitative and systematic stock picking strategy.

LFF | Turnover
Last Month N/A
Last 3 Months 93.51%
Last 6 Months 176.1%
Last 12 Months 320.57%
LFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NVDA $1,461,416.77
2 NFLX $1,448,593.16
3 ALGN $785,376.93
4 MU $643,487.38
5 STZ $601,351.98
Position Symbol Gains
1 CVC -$519,275.88
2 NKTR -$360,094.86
3 REGN -$179,428.30
4 MNST -$177,807.24
5 EW -$159,300.98
LFF | Skill Metrics
All Positions
Winning % 54.31%
Avg. Gain/Loss Ratio 2.35
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 49.98% 0.31%
Consumer Discretionary 20.78% 0.41%
Health Care 19.49% -0.68%
Energy 9.71% 1.84%
LFF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LFF 0.00% 5.48% 5.48% 12.63%
S&P 500 -0.10% 2.95% 2.95% 0.00%
NASDAQ -0.26% 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.18% 0.53% 0.65%
Last 30 Days -1.04% 0.80% -1.84%
Last 3 Months 4.18% 3.90% 0.28%
Last 6 Months 5.09% 0.82% 4.27%
Last 12 Months 22.24% 16.03% 6.21%
Last 2 Years 61.41% 34.77% 26.64%
Last 3 Years 62.54% 40.06% 22.48%
Last 5 Years 150.77% 84.63% 66.14%
Last 10 Years 340.45% 175.25% 165.20%
Since Inception 819.84% 176.57% 643.27%
(Annualized) 13.27% 5.88% 7.39%
Data as of: 07/16/2018
LFF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
LFF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ALGN 103.75%
2 NVDA 14.70%
3 NFLX 10.40%
4 MU 8.61%
5 AMD 5.22%
Position Symbol Inception Return
1 A -3.76%
2 NRG -2.15%
3 IPGP -1.11%
4 FB 1.01%
5 TTWO 3.07%