• INCEPTION (09/29/2000)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • 13.44%
  • S&P RETURN

  • 3.47%
(LFF) Logica Focus Fund

LFF Growth of $10,000

LFF
LFF Composite
S&P 500

LFF Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec LFF YTD S&P YTD
20177.18%2.31%4.06%2.01%8.24%-0.58%5.28%2.59%4.00%8.82%--53.12% 16.91%
2016-8.79%-1.75%4.76%0.53%6.03%1.40%5.27%0.83%1.92%-5.70%-1.26%1.74%3.99% 11.96%
20150.13%5.33%2.87%-0.35%8.36%0.42%4.27%-4.92%-3.01%6.53%-0.82%-0.77%18.61% 1.38%
20141.34%6.27%-5.41%-2.37%0.74%4.04%-2.94%7.70%-0.78%1.11%6.05%-3.22%12.20% 13.69%
20135.27%-2.32%5.22%0.63%4.65%-1.72%0.16%-2.50%7.44%6.36%2.23%1.56%29.73% 32.39%
20127.16%8.57%7.01%3.61%-0.80%2.45%-2.19%-2.05%1.42%-7.80%-1.51%1.55%17.46% 16.00%
2011-2.31%4.92%5.81%-0.68%0.97%-4.66%3.31%-1.47%-12.87%10.39%-2.29%-1.62%-2.40% 2.11%
2010-9.52%8.59%10.35%4.31%-2.21%-7.83%3.80%-4.05%11.28%8.66%2.69%2.34%29.00% 15.06%
2009-1.04%-1.89%7.93%-0.12%-1.47%-1.78%6.70%5.40%3.75%-2.00%4.92%6.33%29.20% 26.46%
2008-7.49%-2.54%-2.77%7.84%7.04%-2.17%-14.88%-2.29%-8.63%-5.42%-0.91%-3.39%-31.89% -37.00%
20071.95%0.59%1.81%12.94%5.11%-1.25%0.01%-1.99%6.87%1.00%-5.11%3.49%27.18% 5.49%
200611.86%-0.86%5.33%0.24%-8.23%1.37%0.59%0.20%1.88%5.99%-0.53%-0.36%17.52% 15.79%
2005-1.06%9.03%-2.63%-4.80%-0.36%3.93%2.73%2.17%4.08%-5.76%4.71%3.12%15.13% 4.91%
20045.64%5.16%2.85%-2.37%3.10%2.23%-7.99%-1.02%6.05%-0.52%6.86%6.18%28.15% 10.88%
20031.45%0.65%0.30%3.73%7.79%1.47%1.69%6.97%-1.17%5.69%2.74%3.84%40.84% 28.68%
20023.06%-0.21%1.38%1.34%-0.75%-2.47%-6.32%-1.71%-2.00%4.46%-2.90%-2.20%-8.45% -22.10%
2001-0.70%-3.78%-5.56%6.00%-3.21%1.07%0.82%-5.83%-4.59%1.07%-0.89%6.82%-9.30% -11.89%
2000----------7.14%-7.58%9.70%-5.86% -7.82%
Returns greater than 5%
Returns less than -5%

LFF Composite Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec LFF YTD S&P TR YTD
20177.94%3.68%4.58%1.69%9.02%-0.20%5.89%2.74%4.14%9.26%--60.29% 16.91%
2016-8.64%-1.89%5.69%0.94%6.49%2.99%4.86%0.74%2.83%-4.52%-2.91%1.33%7.01% 11.96%
20150.94%5.80%2.45%-1.32%8.00%-1.10%4.64%-4.72%-3.13%6.83%-0.89%0.16%18.11% 1.38%
20141.40%5.57%-6.76%-1.83%1.67%2.92%-0.79%7.70%0.04%0.89%6.03%-3.52%13.11% 13.69%
20135.55%-1.91%5.07%0.82%5.29%-1.46%0.81%-1.85%6.59%4.81%2.46%3.51%33.40% 32.39%
2012--------2.83%1.44%-8.03%-1.08%2.00%-8.53% 2.20% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

LFF Top 5 Holdings


Symbol Name Current Price % Fund
ALGN Align Technology Inc $254.92 12.76%
NVDA NVIDIA Corp $211.61 10.95%
LRCX Lam Research Corp $213.22 10.77%
ADSK Autodesk Inc $127.00 10.22%
FB Facebook Inc $179.59 9.81%
Total 54.50%

LFF Skill Metrics


Over the past years, Wayne has invested in a total of 421 stocks at one time or another and made money on 232 (55.11%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 55.11%
Trading Skills Avg. Gain/Loss Ratio 2.41

LFF Alpha/Beta


Alpha 8.93
Beta 0.83
R-Squared 49.14