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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 13.35% 6.00% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.90% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 20.92% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 21.10% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 43.91% 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.
    Dec 31, 2017
  • LFF Beat the 75th percentile of mutual funds over 5 years.
    Dec 31, 2017
  • LFF Beat the top performing mutual fund over 3 years.
    Dec 31, 2017
  • LFF Beat the 75th percentile of mutual funds over 1 year.
    Dec 31, 2017
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 30.13% 1.23%
Large Cap : Value 19.97% 0.32%
Mid Cap : Growth 10.11% 3.17%
Mid Cap : Value 10.04% 2.27%
Large Cap : Blend 9.99% 0.97%
Unclassified Market Cap : Unclassified Style 9.90% -0.45%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $8,753,191.68
Inception: Ticker Symbol: # of Securities:
September 29, 2000 LFF 10
Description:

Quantitative and systematic stock picking strategy.

LFF | Turnover
Last Month 91.99%
Last 3 Months 91.99%
Last 6 Months 144.47%
Last 12 Months 607.02%
LFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NVDA $1,453,569.03
2 NFLX $852,378.40
3 STZ $587,265.29
4 ALGN $503,182.90
5 MU $398,161.61
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 % 54.87%
Avg. Gain/Loss Ratio 2.42
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 30.25% 2.12%%
Consumer Discretionary 19.91% 0.29%%
Industrials 10.12% 4.73%%
Health Care 10.11% 3.17%%
Energy 9.99% -1.69%%
Materials 9.98% 2.33%%
Unallocated 9.90% -0.45%%
LFF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LFF 0.00% 7.18% 7.18% 7.18%
S&P 500 0.94% 4.82% 4.82% 4.82%
NASDAQ 1.03% 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.62% 1.99% -0.37%
Last Month 5.29% 4.30% 0.99%
Last 3 Months 4.88% 9.90% -5.02%
Last 6 Months 12.95% 14.44% -1.49%
Last 12 Months 51.48% 26.07% 25.41%
Last 2 Years 76.27% 55.41% 20.86%
Last 3 Years 97.37% 47.79% 49.58%
Last 5 Years 162.61% 109.37% 53.24%
Last 10 Years 306.14% 162.47% 143.67%
Since Inception 775.32% 174.31% 601.01%
(Annualized) 13.35% 6.00% 7.35%
Data as of: 01/17/2018
LFF | Alpha/Beta VS. S&P 500
Alpha 8.32%
Beta 0.83
R-Squared 0.48
LFF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ALGN 66.39%
2 AMD 19.16%
3 DXC 12.02%
4 NFLX 6.25%
5 MU 5.03%
Position Symbol Inception Return
1 ATVI -0.11%
2 NRG 1.66%
3 AVGO 2.58%
4 BA 3.30%
5 FCX 4.41%