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Ivan Kollar

  • Feb 07, 2010
Investment Strategy

Ivan Kollar is an investment professional for the last 28 years.  First as a broker, eventually moving to asset management and now as a portfolio manager with Marketocracy.   The overall objective of the fund is to outperform the SP 500 index, while hedging against down side market movement.  He thoroughly examines his portfolio to ensure that the securities within perform well regardless of overall market conditions.  This might include undervalued securities, securities with significant dividend payouts or turn around situations.  The securities might also be concentrated within a particular market sector or market genre.  An example, the portfolio might skew toward energy or healthcare sector or might skew toward a genre such as technology changes within the banking footprint.  While every security is different and needs to be evaluated based upon its own merit, overall market conditions can have an impact upon short term directions of many securities.  To protect against down side risk in the overall portfolio Ivan will make use of ETF's.  These ETF's can be geared toward a specific market segment, overall market, or inverse ETF's.  The use of ETF's is an attempt to capture potential market moves while the individual stocks in his portfolio have time to realize their full potential. 


Funds
(IMF) ivankollar's Mutual Fund
MODEL INCEPTION (02/07/2010) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
8+ YRS (As of: 12/14/2018) 12.94% 12.66% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 6.00% 10.05% Fund has a 5 year track record.  
3 YRS 0.69% 10.37% Fund has a 3 year track record.  
1 YR -1.27% 1.30% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Articles

    Market Beating Manager Expects Stocks To Rally

    Ivan Kollar says we are about to start a 3 month rally. The technical analysis and cycle theory schools of investing have not produced many investors with superior, verifiable track records. Ivan is Read More...

    Recent Stock Market Actions 5/17/2016

    As written in my previous blog dated on April, 26th I was expecting a short term drop in the market to bring the SP500 down to the 2000 level. Currently, as of May 17th, the SP500 is at 2044. This Read More...

    Suburban Propane Partners Can Help You Beat The Market Over 3 to 5 Years

    Suburban Propane Partners’ (SPH) 11% dividend is roughly equal to the S&P 500’s long run return. But in addition to the dividend, Ivan Kollar says SPH has the potential to appreciate 33% if oil Read More...

    Recent Stock Market Actions 4/26/16

    As written in my previous blog dated January 24, 2016, I was expecting significant increases in the SP500 and Dow Jones averages. My expectations have been met. The SP500 currently stands at 2088 a Read More...

    Stock Market Updates

    The market will continue higher in the short term, with most indexes reaching new highs within a few weeks. This rally will be short lived however but should be used to prepare ourselves for a Read More...

ivankollar's Mutual Fund

IMF | Price History
IMF | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 50.55% -0.19%
Micro Cap : Growth 11.07% 0.06%
Micro Cap : Blend 10.91% 0.00%
Small Cap : Blend 9.62% 0.14%
Small Cap : Value 8.67% -0.94%
Large Cap : Value 7.91% 2.82%
Small Cap : Growth 1.28% 0.54%
IMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Ivan Kollar $2,607,354.42
Inception: Ticker Symbol: # of Securities:
February 07, 2010 IMF 14
Description:

Principal Investment Strategies  The fund attempts to match and exceed the investment return of its benchmark index, the S&P 500.  While the S&P 500 index consists of large capitalization stocks the fund is not limited to that universe of stocks.  The fund does not attempt to fully replicate the index by owning each of the stocks in the index. Several factors are considered in selecting securities, including historical price movement, market capitalization, earnings strength and trajectory, price momentum, transaction costs,  individual & broad market conditions and others. While investments will be geared toward mostly domestic assets, the fund may also purchase stock index futures contracts, options, derivatives, convertible securities, ADR's, exchange-traded funds (inversed & leveraged), and various types of fixed income securities.  The fund on occasion may keep a significant portion of its assets in highly liquid securities such as cash and other short term debt instruments, in order to minimize the downward risk of volatile markets or to await a promising investment opportunity.  The fund may establish relatively large positions in securities that are particularly attractive and there is no limits on the market capitalization of the securities that the fund purchases.  The fund will determine the appropriate timing in order to maximize returns and may quickly liquidate securities in order to maximize gains and limit fund losses.  The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities. 

IMF | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months 82.35%
Last 12 Months 149.09%
IMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 TQQQ $654,264.55
2 URTY $608,258.89
3 QQQ $235,870.09
4 UPRO $174,931.61
5 QLD $143,202.71
Position Symbol Gains
1 SQQQ -$228,583.49
2 SDOW -$200,362.30
3 FGP -$98,817.46
4 SPH -$44,568.53
5 PSQ -$35,747.52
IMF | Skill Metrics
All Positions
Winning % 73.33%
Avg. Gain/Loss Ratio 1.25
IMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Other 62.56% -0.15%
Financials 24.44% 0.14%
Energy 13.00% -0.32%
IMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.21% 0.00% 1.21%
Last Month 3.61% -0.78% 4.39%
Last 2 Years 8.19% 21.37% -13.18%
Last 3 Years 7.09% 36.81% -29.72%
Last 5 Years 45.66% 64.12% -18.46%
Since Inception 193.67% 199.39% -5.72%
(Annualized) 12.94% 13.19% -0.25%
Data as of: 12/14/2018
IMF | Recent Returns vs S&P 500
MTD QTD YTD
IMF -0.47% -7.99% -6.77%
S&P 500 0.00% 0.00% 0.00%
IMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
IMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 PEG 30.73%
2 GAB 23.91%
3 SRTY 0.66%
4 MINT 0.46%
5 QID 0.03%
Position Symbol Inception Return
1 FGP -89.17%
2 PHK -30.96%
3 SPH -27.46%
4 SDOW -5.84%
5 SQQQ -4.81%