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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 13.32% 5.76% View Fund Stats Track Fund
RETURN PERIOD (As Of: 04/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.72% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 19.27% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 18.62% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 25.71% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
Show Fund Strategy
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Achievements
  • LFF Beat the 75th percentile of mutual funds over 10 years.
    Apr 30, 2018
  • LFF Beat the 75th percentile of mutual funds over 5 years.
    Apr 30, 2018
  • LFF Beat the 75th percentile of mutual funds over 3 years.
    Apr 30, 2018
  • LFF Beat the 75th percentile of mutual funds over 1 year.
    Apr 30, 2018
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 50.44% 0.17%
Large Cap : Blend 19.80% 0.15%
Mid Cap : Growth 10.38% 1.91%
Small Cap : Value 9.73% -0.67%
Mid Cap : Blend 9.67% 0.06%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $9,154,846.74
Inception: Ticker Symbol: # of Securities:
September 29, 2000 LFF 10
Description:

Quantitative and systematic stock picking strategy.

LFF | Turnover
Last Month 12.26%
Last 3 Months 93.68%
Last 6 Months 217.53%
Last 12 Months 372.13%
LFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NVDA $1,444,847.10
2 NFLX $1,276,888.75
3 MU $684,006.28
4 ALGN $605,396.86
5 STZ $544,998.81
Position Symbol Gains
1 CVC -$519,275.88
2 REGN -$179,428.30
3 MNST -$177,807.24
4 EW -$159,300.98
5 FSLR -$122,626.48
LFF | Skill Metrics
All Positions
Winning % 54.21%
Avg. Gain/Loss Ratio 2.43
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 49.61% -0.13%
Health Care 20.12% 0.62%
Industrials 10.33% 0.15%
Consumer Discretionary 10.23% 1.48%
Consumer Staples 9.76% 0.20%
LFF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LFF 0.66% 9.59% 6.75% 11.37%
S&P 500 -0.20% 2.88% 0.00% 0.00%
NASDAQ -0.02% 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.35% 0.44% 0.91%
Last 30 Days 7.80% 2.56% 5.24%
Last 3 Months 3.65% 1.58% 2.07%
Last 6 Months 2.97% 6.04% -3.07%
Last 12 Months 30.50% 16.22% 14.28%
Last 2 Years 70.66% 0.00% 70.66%
Last 3 Years 71.80% 36.84% 34.96%
Last 5 Years 150.83% 83.79% 67.04%
Last 10 Years 281.50% 146.44% 135.06%
Since Inception 809.52% 169.40% 640.12%
(Annualized) 13.32% 5.77% 7.55%
Data as of: 05/23/2018
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 77.37%
2 NVDA 14.45%
3 MU 9.18%
4 NFLX 9.12%
5 IPGP 3.82%
Position Symbol Inception Return
1 NKTR -10.04%
2 STX 0.01%
3 AVGO 1.61%
4 BA 2.43%
5 STZ 3.02%