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Invest TodayMike Durzan
Government employee
- Rancho Cordova, CA
- Aug 01, 2001
My investment strategy is to identify companies with potential long-term growth opportunities. Opportunities typically include companies whose products and services provide technological advances, advances in logistics, or who may benefit from industry or macroeconomic changes.
A secondary strategy is the importance of cash flows to the success of a portfolio. As a result, the portfolio may include securities that provide the fund with cash flows.
Generally, the strategies involve selecting companies with strong balance sheets including low levels of debt and strong cash flows.
| (NBNN) nothing but no net | |||
|---|---|---|---|
| MODEL INCEPTION (08/01/2001) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
| 16+ YRS | 11.69% | 7.38% | View Fund Stats Track Fund |
| RETURN PERIOD (As Of: 03/31/2018) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
| 10 YRS | 8.74% | 7.24% |  |
| 5 YRS | 12.89% | 16.37% |  |
| 3 YRS | 12.89% | 11.16% |  |
| 1 YR | 22.03% | 15.43% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
Mike Durzan Says Nvidia Bears Create Great Entry Points For Investors
After rising more than 220% last year, Nvidia has come under numerous bear attacks, each causing large one-day drops. Mike Durzan says the bears are wrong, but their attacks have created some great Read More...
JUN 13, 2017 | Forbes Article
Mike Durzan's Top Recommendations For 2017
I’ve asked Marketocracy’s managers to tell me what investment strategies and stocks they are talking about with their friends and family at this year's holiday gatherings. Here’s what Mike Read More...
DEC 27, 2016 | Forbes Article
nothing but no net
| Color | Name | Allocation | Today |
|---|---|---|---|
| Large Cap : Growth | 33.78% | -1.26% | |
| Large Cap : Blend | 21.59% | -0.37% | |
| Large Cap : Value | 15.67% | -0.74% | |
| Unclassified Market Cap : Unclassified Style | 7.19% | 1.50% | |
| Small Cap : Blend | 5.18% | 0.09% | |
| Mid Cap : Growth | 4.48% | 0.01% | |
| Micro Cap : Growth | 3.60% | 0.35% | |
| Micro Cap : Value | 3.52% | -0.04% | |
| Mid Cap : Value | 2.48% | -0.11% | |
| Micro Cap : Blend | 2.36% | -1.14% |
The information below pertains to model data only.
| Fund Manager: | Total Model Net Assets: |
|---|---|
| Mike Durzan | $6,362,469.30 |
| Inception: | Ticker Symbol: | # of Securities: |
|---|---|---|
| August 01, 2001 | NBNN | 28 |
| Description: |
|---|
This fund is allowed to take long positions in stocks tradeable on U.S. stock exchanges. The stocks in the fund are generally held long-term. |
| Color | Name | Allocation | Today |
|---|---|---|---|
| Financials | 23.98% | -0.18% | |
| Technology | 22.83% | -1.22% | |
| Consumer Discretionary | 16.28% | 1.57% | |
| Health Care | 9.46% | -0.33% | |
| Consumer Staples | 7.74% | -0.78% | |
| Materials | 4.48% | 0.01% | |
| Real Estate | 4.45% | -0.33% | |
| Industrials | 4.37% | -1.25% | |
| Unallocated | 3.17% | -0.87% | |
| Energy | 3.09% | -0.58% |
| Beating | Today | MTD | QTD | YTD | |
|---|---|---|---|---|---|
| NBNN | 0.00% | 0.70% | 0.70% | 2.25% | |
| S&P 500 | -0.85% | 1.11% | 1.11% | 0.00% | |
| NASDAQ | -1.27% | 0.00% | 0.00% | 0.00% |
| Period | Returns | S&P 500 Returns | Returns VS S&P 500 |
|---|---|---|---|
| Last 7 Days | 0.47% | 0.00% | 0.47% |
| Last 30 Days | 1.61% | 2.73% | -1.12% |
| Last 3 Months | -3.51% | -5.79% | 2.28% |
| Last 6 Months | 5.92% | 4.37% | 1.55% |
| Last 12 Months | 21.95% | 15.32% | 6.63% |
| Last 2 Years | 46.68% | 32.27% | 14.41% |
| Last 3 Years | 40.86% | 33.82% | 7.04% |
| Last 5 Years | 82.02% | 86.68% | -4.66% |
| Last 10 Years | 118.04% | 137.25% | -19.21% |
| Since Inception | 536.25% | 205.57% | 330.68% |
| (Annualized) | 11.69% | 6.90% | 4.79% |