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Justin Uyehara

  • Jan 28, 2003
Investment Strategy

Born in Okinawa, Japan, Justin Uyehara holds a degree in civil engineering from California State University, Sacramento. Gainfully employed in the structural engineering field, his true passion is investing. Justin is a self-described news junkie whose investment style is heavily influenced by the writings of market professionals such as Gary B. Smith and Bill Fleckenstein. He is the quintessential swing trader who finds opportunities to profit from big price swings in volatile markets.


Funds
(HMF) JU fund
MODEL INCEPTION (01/28/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 22.15% 10.28% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.75% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 1.80% 16.37% Fund has a 5 year track record.  
3 YRS -7.05% 11.16% Fund has a 3 year track record.  
1 YR 6.93% 15.43% Fund has a 1 year track record.  
Click Here to View More Information About This Fund.
Achievements
  • HMF Beat the 75th percentile of mutual funds over 10 years.
    Dec 31, 2017
Articles

    Cause For Celebration In The Duchenne Muscular Dystrophy Community

    The Duchenne Muscular Dystrophy (DMD) community today has reason to celebrate because the FDA finally granted approval for Sarepta’s (SRPT) eteplirsen. However, it is shameful that the FDA’s Read More...

    Novavax Gives Wall Street Underwriters A Sweet Deal

    Novavax (NASDAQ:NVAX) closed at $9.26 on Tuesday. On Wednesday, the stock closed at $7.98, down nearly 14%. On Thursday, it closed at $7.58 down another 5%. Here's what happened. Read More...

    Time To Sell Solazyme

    At the end of August, I wrote about Solazyme (NASDAQ:SZYM) as a company with the potential to double in two years. Since then, the stock has dropped 68%. In this article, I'll explain what happened, Read More...

    Can American Airlines Double?

    American Airlines is flush with plans and accomplishments including a recently completed merger with US Airways, a brand new operations center to be built in the Dallas/Fort Worth area by 2015, and Read More...

    Finding The Next Warren Buffett: Justin Uyehara

    Justin Uyehara has a 10 year track record with Marketocracy showing an annualized return of 30% a year. By comparison, the S&P 500 returned less than 9% a year during the same period. Justin is up a Read More...

HMF | Price History
HMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Other 43.13% -0.80%
Financials 19.00% 0.18%
Materials 14.81% 0.34%
Technology 10.76% 0.73%
Health Care 8.22% 1.55%
Unallocated 2.86% 2.33%
Utilities 1.19% 0.53%
Real Estate 0.03% 1.18%
HMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Justin Uyehara $20,407,957.19
Inception: Ticker Symbol: # of Securities:
January 28, 2003 HMF 16
Description:

HMF | Turnover
Last Month 145.08%
Last 3 Months 176.97%
Last 6 Months 176.97%
Last 12 Months 303.89%
HMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AMRS 19.63%
2 MNTA 17.76%
3 VER 7.16%
4 AIG 4.25%
5 GLL 2.48%
Position Symbol Inception Return
1 TRVN -72.19%
2 PSTI -64.44%
3 MLNT -39.29%
4 NVAX -30.27%
5 IDRA -25.98%
HMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
HMF -0.15% -0.61% 6.15% 6.15%
S&P 500 1.60% -4.24% 1.14% 1.14%
NASDAQ 1.77% 0.00% 0.00% 0.00%
HMF | Skill Metrics
All Positions
Winning % 67.45%
Avg. Gain/Loss Ratio 0.83
HMF | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Growth 32.19% -2.14%
Unclassified Market Cap : Unclassified Style 19.50% 2.00%
Large Cap : Value 19.00% 0.18%
Micro Cap : Value 14.81% 0.34%
Micro Cap : Growth 8.48% 0.35%
Small Cap : Growth 2.86% 2.33%
Micro Cap : Blend 1.58% 1.18%
Small Cap : Value 1.57% -1.48%
Small Cap : Blend 0.00% 2.37%
HMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 3.14% -0.97% 4.11%
Last Month -1.75% -4.58% 2.83%
Last 3 Months 10.60% 4.39% 6.21%
Last 6 Months 3.57% 11.73% -8.16%
Last 12 Months 9.03% 16.73% -7.70%
Last 2 Years 7.91% 46.66% -38.75%
Last 3 Years -24.84% 36.44% -61.28%
Last 5 Years 8.02% 97.97% -89.95%
Last 10 Years 244.02% 144.57% 99.45%
Since Inception 1,365.08% 329.19% 1,035.89%
(Annualized) 19.49% 10.14% 9.35%
Data as of: 02/22/2018
HMF | Alpha/Beta VS. S&P 500
Alpha 11.02%
Beta 0.93
R-Squared 0.25
HMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAL $5,374,996.53
2 MNTA $1,853,308.41
3 NKTR $1,546,848.70
4 AIG $1,186,153.47
5 HALO $1,030,405.73
Position Symbol Gains
1 TVIAQ -$4,736,444.07
2 NVAX -$3,737,688.54
3 TRVN -$2,923,618.63
4 LCC -$2,240,674.59
5 SDS -$1,043,485.37