Ken Kam's Best Ideas Blog

Harvard Business Publishing, 4/1/09 - "Marketocracy on steroids" is suggested as the first path to ignite the next financial revolution as a solution to our broken financial system in an open letter to the G20 as they prepare to meet in London entitled, ("The Finance 2.0 Manifesto," by Umair Haque) click here

CNBC, 3/10/09 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Alert: Maneuvering the Markets," with Mark Haines & Erin Burnett) click here to see the video

Press Release, 2/25/09 - 15 Marketocracy Model Funds Outperform Top Ranked U.S. Stock Fund for 5 Years - (End of Year Rankings Highlight Current Hot Hands with Long-term Skill) click here to see press release

CNBC, 2/12/09 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Alert: Maneuvering the Markets," with Mark Haines & Erin Burnett) click here to see the video and a short article entitled, ("New Times Are Boosting New Stocks" by Andrew Fisher) click here

Press Release, 12/8/08 - Marketocracy Selects John Navin as an mFOLIO Master for Managed Accounts - (Navin navigated the market crisis with skillful timing) click here to see press release

Fidelity.com, 11/28/08 - Ken Kam is quoted in an article for Fidelity Interactive Content Services entitled, ("Taking stock of Obama," by David Landis) click here

Forbes.com, 11/27/08 - mFOLIO Master Randolph McDuff (rmcduff) is featured in a "Follow-Through" piece entitled, ("Pain at the Top," by Matt Schifrin) click here

CNN Money, 11/4/08 - Ken Kam is quoted in an article within a CNN Money Special Report: America's Money Crisis entitled, ("Wall Street's Election Day rally," by Alexandra Twin) click here

CNBC, 10/1/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Pulse Check," with Mark Haines & Erin Burnett) click here to see the video

CNN Money, 9/29/08 - Ken Kam is quoted in an article entitled, ("Stocks crushed," by Alexandra Twin) click here

CNBC, 8/15/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Friday Stock Picks," with Mark Haines & Melissa Lee) click here to see the video and a short article entitled, ("Stock Picks At the Market Crossroads" by Andrew Fisher) click here

Barron's, 7/28/08 - Marketocracy member (mark73) is featured in an article in Barron's Electronic Investor section entitled, ("A New Kind of Fund Manager: How a your trader built a mutual fund from scratch," by Mike Hogan) click here

Ledger-Enquirer, 7/16/08 - mFOLIO Master, Vad Yazvinski (dishwasher) is featured with a photo in an article in the Columbus newspaper entitled, ("Columbus Investment Market Wizard: Belarus native Vad Yazvinski endeavors to persevere and reach goals in investment world," by Andrea V. Hernandez) click here

Pharma Services Blog, 7/14/08 - a newly launched blog on Pharmaceutical - Life Sciences featured a 3-part series on Ken Kam's insights on their industries, entitled, ("Insights from a Top Five Star Fund Manager on Drug Pipelines," by Larry Rothman and Guy de Lastin) click here

CNBC, 7/7/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in the kick-off segment of a week-long series entitled, ("Insights from a Top Five Star Fund Manager on Drug Pipelines," with Mark Haines & Erin Burnett) click here to see the video

Investment News, 6/23/08 - In a cover article about Marketocracy in this week's Investment News, the Leading News Source for Financial Advisers, Ken Kam is featured and mFOLIO Masters Randolph McDuff (rmcduff) and Timothy Siegel (timbo56) are quoted in an article entitled, ("Virtual portfolio boasts solid returns, multiple stars from Morningstar," by Jeff Benjamin) click here

CNBC, 6/9/08 - Ken Kam gives his take on Apple, Inc.'s in the opening segment of CNBC Street Signs during the middle of the iPhone announcement at the Apple World-wide Developers' Conference in San Francisco entitled, ("Steve Job's Big Announcement," with Erin Burnett) click here to see the video

Barron's, 6/2/08 - m100 member T.J. White (auminer) is featured in an article in Barron's Electronic Investor section entitled, ("The Net Set's Standout Stock Pickers," by Mike Hogan) click here

Forbes Magazine, 5/30/08 - mFOLIO Master Randolph McDuff (rmcduff) is featured in an article in Forbes Magazine entitled, ("The Oracle of Manitoba," by Matt Schifrin) click here

Advisor Perspectives, 5/13/08 - Ken Kam's article entitled, "Coin Flipping and the Search for Alpha," is published in a publication for Financial Advisors click here

MoneyShow.com Video Network, 5/10/08 - Ken Kam talks about why the Financials Sector is in worse shape than most investors think in a segment entitled, ("Ken Kam, Marketocracy Masters 100 Fund - Visa vs. MasterCard," with Howard Gold) click here to see the video

MoneyShow.com Video Network, 5/10/08 - Ken Kam talks with Executive Editor, Howard Gold, about learning to become a better investor by trading with virtual money and explains the basis for a "core and explore" portfolio in a segment entitled, ("Ken Kam, Marketocracy Masters 100 Fund - Core and Explore," with Howard Gold) click here to see the video

The Globe and Mail, 5/3/08 - mFOLIO Master, Ian St. Martin (ist.martin) is featured in an article entitled, ("Professional investor sticks with what he knows," by Larry MacDonald) click here

The Globe and Mail, 3/29/08 - mFOLIO Master, Randolph McDuff (rmcduff) is featured in an article entitled, ("Snagging the bargains under the analyst' radar," by Larry MacDonald) click here

The Globe and Mail, 3/11/08 - Ken Kam and Marketocracy are featured in-depth in an article entitled, ("A fund for the people, by the people," by Larry MacDonald) click here

MSN Video, 2/8/08 - m100 member, Vad Yazvinski (dishwasher) describes his investment strategy in a video during the Strategy Lab on MSN Money panel at the World Money Show in Orlando. click here

PR Newswire, 2/5/08 - Strategy Lab on MSN Money Announces Vad Yazvinski (dishwasher) as Winner of Investing Competition. click here

Börse Online, January 2008 - the "Barron's of Germany" features mFOLIO Masters Ian St. Martin (ist.martin) and Tim Eriksen (teriksen) along with m100 member David Insel (dinsel) in an article about how Marktocracy has enabled aspiring hedge fund managers to realize their dreams of becoming a professional, entitled, ("Internet formt Profianleger," by Nele Husmann) click to download PDF

NY 1 News, 2/6/08 - David Insel (dinsel) is featured in an article and video interview on Marketocracy on the Times Warner 24-hour news channel in New York City, ("Money Matters: Website Lets Amateurs Learn The Ropes of Day-To-Day Trading," by Lindsey Pless) click here for the article, or to watch the video using Real Player click here

Biz Radio, 1/3/08 - Ken Kam is interviewed during two segments on Biz Radio by Jack Warkenthien and John Sheely on Where Wall Street Meets Main Street Radio Show (Segment One: Marketocracy,investing, and talking stocks) click here; (Segment Two: the Market, Elan, and Valero) click here

Biz Radio, 12/17/07 - Ken Kam is interviewed during three segments on Biz Radio by Brent Clanton on the Mike Norman Market Talk Show (Segment One: MSN Strategy Lab and Fed Moves) click here; (Segment Two: More from your Core) click here; (Segment Three: Manager Track Records) click here

Forbes, 12/13/07 - an Estate Planning article by Ken Kam entitled, ("A Bicycle Trust For Christmas," by Ken Kam) click here

The Times, 11/24/07 - Chris Rees (crees) and TJ White (auminer) are featured in an article on Marketocracy in the United Kingdom, ("Could you be the next Marketocracy investment expert," by Mark Bridge) click here

Kiplinger's Personal Finance Magazine, December 2007 - Marketocracy is highlighted in an article, ("Network Your Way to Winning Stocks: Investors who love company are finding lots of it on the Net," by Anne Kates Smith) click here

BusinessWeek, 11/13/07 - Marketocracy is featured in an article, ("Investing: The Net Wisdom or Peers," by David Bogoslaw) click here

Forbes, 11/08/07 - Marketocracy m100 members, Jim Cummings (jcummings1) and George Lang (glang) are featured in an article about retirees that have made a second career out of investing, ("Old Folks, Smart Money," by Matt Schifrin) click here

The Globe and Mail, 11/2/07 - Marketocracy is highlighted in an article, ("A new phase for stock websites," by Rob Carrick) click here

Entrepreneur Magazine, 11/07 - Marketocracy is featured in an article, ("Strength in Numbers: Marketocracy is taking its virtual investing platform into the real world by pooling user advice," by David Worrell) click here

AOL Blogging Stocks, 10/23/07 - Ken Kam on video talks about "Do your homework and buy when other investors are afraid," for a segment at AOL Money and Finance entitled, ("StockWatch: Between the Bells with Ken Kam") VIEW Video here

AOL Blogging Stocks, 10/20/07 - Ken Kam's thoughts on Valero (nyse: VLO) are captured in an article entitled, ("Best energy ideas: 'Misunderstood' value in Valero," by Steven Halpern) click here

San Jose Mercury News, 10/19/07 - Ken Kam is featured and quoted in an article, ("20 years after Black Monday: What if it happened today?," by Mark Schwanhausser) click here

TheStreet.com, 10/18/07 - Marketocracy is featured in an article, ("Fund Casts Wide Net to Catch Best Stocks," by Gregg Greenberg) click here

TheStreet.com, 10/18/07 - Video interview of Ken Kam by Gregg Greenberg of TheStreet.com entitled, ("Marketocracy Chooses Mastercard, Valero") VIEW Video here

Forbes, 10/15/07 - m100 member, Kai Petainen (ahknaten) is featured in an article about trading at Business Schools, ("Playing the Market," by Matthew Kirdahy) click here

Press Release, 10/2/07 - Marketocracy Celebrates "Seven Years of Investing Track Records" - the ONLY Investment Website That Has Long-Term Performance Data on Its Members and Gathering of the Best Investors in the World - m100 Annual Meeting to be held October 5-7th at Marketocracy headquarters click here to see press release

Press Release, 8/28/07 - Marketocracy Adds New Multi-Zone mFOLIO for Managed Accounts (click to see press release)

U.S. News & World Report, 8/16/07 - Marketocracy mFOLIO Masters Adam Thompson (athompson) and Randolph McDuff (rmcduff) are profiled in an article, ("Profiting From Web Investing Sites," by Renuka Rayasam) click here

U.S. News & World Report, 8/16/07 - Marketocracy is featured in an article about tracking the statistics of portfolio managers ("Tracking Stock-Picking Prowess Online," by Renuka Rayasam) click here

CNN Money, 8/21/07 - Ken Kam is quoted in an article entitled, ("Wall Street finds stability," by Alexandra Twin) click here

Marketwatch, 8/7/07 - Ken Kam is quoted on the impact of the Fed's decision on Asian stock markets in an article ("Asian stocks may rise on Fed's optimism, U.S. rally," by Moming Zhou) click here

The Market Oracle, 8/4/07 - Marketocracy is featured in article entitled, ("Sharpening Your Stock Trading Skills," by Peter Degraaf) click here

Forbes, 8/2/07 - Ken Kam recommends Valero in an interview entitled, ("Valero's Deep Discount," by John Dobosz) click here

Marketwatch, 7/26/07 - Ken Kam is quoted on the impact of the U.S. market drop on Asian stock markets in an article ("Asia stocks may decline, pacing U.S. downturn," by Moming Zhou) click here

Dow Jones Newswires, 7/17/07 - Ken Kam and Marketocracy are featured in a Tip Sheet ("Marketocracy CEO Nets Ideas From A Large Pool," by Bob Sechler) click here

MSN Strategy Lab, 6/29/07 - Ken Kam is featured along with the launch of Strategy Lab Open, in the Round 15 wrap up ("Chalk up another one for Ken Kam," by Ron Prichard) click here

MSN Strategy Lab, 6/14/07 - Ken Kam shares his personal plan to build a safer safety net for our kids ("A safety net safer than Social Security," by Ken Kam) click here

Press Release, 6/07/07 - Marketocracy's mFOLIOs for Retail Investors a Success (click to see press release)

BusinessWeek, 6/11/07 - Marketocracy is featured as a leader in crowdsourcing within the INSIDE INNOVATION - IN CROWDS section of the print version of BusinessWeek and highlighted online ("Using Web Crowds To Invest, Design Gifts, And Make Things," by Jessi Hempel) click here

AssignmentZERO, 5/31/07 - Marketocracy is featured as a leader in crowdsourcing in a Q&A interview for the groundbreaking collaborative journalism project of NewAssignment.net, founded by Jay Rosen in collaboration with Wired.com. The article looks at how Marketocracy has developed successful approaches key to making crowdsourcing work for investing ("Crowdsourcing to Innovate Investing," by Steve Petersen) click here

Business News Network (BNN), 4/4/07 - Ken Kam is featured in a primetime interview about the importance of knowing a manager's track records vs. a fund's track record in a piece entitled, ("Forget the Funds, Keep Your Eye on Managers," in Round 3 of "Stars & Dogs" with Andrew Bell and Kim Parlee) NOTE: The video takes a long time to load and start. Once the video begins you can scroll through approximately 2/3 of the show to get directly to the interview with Ken Kam. click here

AOL Blogging Stocks, 3/21/07 - Ken Kam is featured in article focused on Valero Energy (VLO) ("Valero: Ken Kam's refined favorite," by Steven Halpern)

Marketwatch, 3/10/07 - Ken Kam is quoted in a Market Snapshot article regarding the market rebound from the global sell-off the week before ("Stocks set to extend rebound," by Carla Mozee) click here

Forbes, 3/5/07 - Marketocracy mFOLIO Master, Chris Rees is featured in an article and compared to both Warren Buffett and Jimmy Buffett (Dual Buffett Strategy, by Matt Schifrin) click here

Marketwatch, 2/28/07 - Ken Kam's commentary in the wake of the Shanghai stock market ripple through the world markets was published in Marketwatch's Guru Corner (Don't Panic! : Fear creates opportunities) click here

BusinessWeek, 2/20/07 - Marketocracy's launch of mFOLIOs is featured in an article written by the Silicon Valley Bureau Chief of BusinessWeek who also wrote the cover story The Power of Us : Mass collaboration on The Internet is shaking up business, where Marketocracy is featured in Finance alongside eBAY for Retail, Google for Advertising, Linux for Software, and Skype for Telecom as the companies "shaking up the status quo in many industries" as part of "the Net's Next Disruption." (Marketocracy + FOLIOfn: Power of the People's Portfolios, by Robert D. Hof) click here

Press Release, 2/20/07 - Marketocracy Selects mFOLIO Masters (click to see press release)

Press Release, 2/20/07 - Marketocracy Partners with FOLIOfn to Launch mFOLIOs for Retail Investors (click to see press release)

VentureBeat, 2/19/07 - Marketocracy's launch of mFOLIOs along with an interview with mFOLIO Master, Chris Rees, is featured in an article written by the founder and editor of VentureBeat, the successor to the popular SiliconBeat (Marketocracy lets you place money with the best, by Matt Marshall) click here

Ticker Magazine, 2/9/07 - Ken Kam and Marketocracy are featured in this popular column entitled, "Mutual Fund Q&A" in which portfolio managers are interviewed. ("Manager Performance," by Ticker Magazine) click here

Forbes, 2/1/07 - Marketocracy Castaway 2006 competition winners are featured in an end of year article ("Seven Buy-And-Hold Stock Stars," by Matthew Schifrin) click here

BusinessWeek, 1/18/07 - Marketocracy is highlighted in an article looking into the "application of open-source principles to fields outside software" as an example that "you should now about." (Tapping the Wisdom of the Crowd, by Jessi Hempel) click here

MarketWatch, 1/17/07 - Ken Kam is quoted in an article about the launch of the Russell Investment Group's Global 10,000 family of index ("Russell launches Global 10,000 index," by Steve Gelsi)

Associated Press, 1/3/07 - Ken Kam is featured in an article about funds with "go-anywhere" charters (Multicaps give fund managers leeway, by Tim Paradis, Associated Press) click here

Press Release, 1/3/07 - Marketocracy Announces "Castaway Stocks" for 2007 (click to see press release)

AOL Blogging Stocks, 12/27/06 - Ken Kam is featured in article on Valero Energy (VLO) ("Top Picks 2007: Valero fuels refined gains for Ken Kam," by Steven Halpern)

Globe and Mail, 12/26/06 - Marketocracy is highlighted as a leading-edge company in an article about a bestselling book entitled, "Wikinomics: How Mass Collaboration Changes Everything," by Don Tapscott and Anthony D. Williams (A new world: Get your mass collaboration road map set, by Don Tapscott and Anthony D. Williams)

AOL Blogging Stocks, 12/21/06 - Ken Kam is featured in article on Elan Corporation (ELN) ("Top Picks 2007: Ken Kam revisits Elan and Tysabri," by Steven Halpern)

Forbes, 12/20/06 - Ken Kam is a quoted about taking end of tax-year losses on Infosonics (IFON) in an article ("Year-End Tax Loss Dogs," by John Dobosz)

San Jose Mercury News, 12/17/06 - Ken Kam is quoted in an article about the impact on stock prices of the stock option backdating by companies ("The shares of companies accused of backdating options are up sharply as investors see this mess as past history," by Mark Schwanhausser)

Chicago Tribune, 11/5/06 - Ken Kam is featured talking about Elan and United Airlines ("Risky Business investing in turnaround stocks," by Andrew Leckey) click here

Forbes, 11/1/06 - Marketocracy model portfolio manager, Tim Eriksen (teriksen) is featured and compared with famed portfolio manager, Bill Miller, in an article for a new column entitled, "Armchair Guru" (Leg Up On Legg Mason, by Matt Schifrin) click here

San Francisco Chronicle, 10/23/06 - Marketocracy is featured in an article ("Web sites eye vast number of users to identify experts. Their knowledge draws those who pay for insights," by Alan Sipress) click here

The Washington Post, 10/19/06 - Marketocracy is highlighted as a pioneer of the "wisdom of the few" in an article ("The Top Pickers vs. the Pack: Site want users to buy into the Genius Factor," by Alan Sipress) click here

Marketwatch, 9/23/06 - Ken Kam is quoted in a Market Snapshot article regarding the health of the economy and the possibility of a Fed rate cut ("Equities appear ripe for further losses," by Carla Mozee) click here

Kiplinger's, 9/18/06 - Ken Kam is featured in "Fund Watch", (Five Questions for Marketocracy's Ken Kam, by David Landis) click here

Forbes.com, 9/15/06 - Video interview of Ken Kam by John Dobosz of Forbes.com Video Network entitled, ("Sticking With Refiners And Resources") VIEW Video here

TheStreet.com, 9/12/06 - Video interview of Ken Kam by Gregg Greenberg of TheStreet.com entitled, ("Fund Manager Goes Blogging") VIEW Video here

Forbes, 8/15/06 - article on Infosonics ("Deep Value in Cellphone Distribution," by John Dobosz)

Bottom Line Personal, 8/06 - Ken Kam and Marketocracy are profiled in an article by Lynn O'Shaughnessy

Press Release, 7/31/06 - Marketocracy Launches Ken Kam's Best Ideas Blog (click to see press release)

Marketwatch, 7/14/06 - Ken Kam is quoted in a Market Snapshot article regarding the impact of fighting in the Middle East on oil prices ("Escalating violence could keep U.S. stocks down," by Carla Mozee) click here

Marketwatch, 7/3/06 - Ken Kam's commentary was published in the July issue of Marketwatch's "Trading Strategies" (Time to go on the offensive: Take advantage of choppy market to shop for doubles, by Ken Kam) click here

Wall St. Journal/Dow Jones, 6/29/06 - Ken Kam is quoted in article regarding the Federal Reserve Open Market Committee meeting ("Fed Boosts Interest Rates for 17th consecutive time," by Brian Blackstone)

CNN, 6/23/06 - Ken Kam quoted in article on Bernanke and the Federal Reserve controlling inflation (Fed walks fine line, by Grace Wong) click here

MutualFundWire, 6/20/06 - Marketocracy is profiled ("Marketocracy Take Novel Approach, but Seeks Staying Power," by Marie Glancy)

Investors Business Daily, 6/5/06 - article on Ken Kam by Ken Hoover

Forbes, 4/7/06 - Ken Kam writes about his "Best Ideas" in Forbes' Advisor Soapbox column (Marketocracy's Magnificent Six, by Ken Kam) click here

Forbes.com, 2/16/06 - Video interview of Ken Kam by John Dobosz of Forbes.com Video Network entitled, ("Keeping Faith In His Best Buys") VIEW Video here

Forbes, 1/19/06 - profiles on a handful of Marketocracy model portfolio managers, Jack Barnes (jbarnes2), T.J. White (auminer), Gary Franklin (cfranklin), Alan Baginski (ahbahb), and Bryant Bloedorn (babloedorn) ("Eight Armchair Investors Who Beat The Pros," by Matt Rand) click here

Older Highlights

BusinessWeek, 6/20/05 - Marketocracy for Finance is featured alongside eBAY for Retail, Google for Advertising, Linux for Software, and Skype for Telecom as the companies "shaking up the status quo in many industries" as part of "the Net's Next Disruption" in the cover story (The Power of Us : Mass collaboration on The Internet is shaking up business, by Robert D. Hof) click here

Fortune, 1/10/05 - Marketocracy and m100 members, Ian St. Martin (ist.martin), Larry Thompson (larryjthompson), John Czerw (jczerw), and Michael Kantor (mkantor) are featured in Investing (Power to the People : The Marketocracy fund bets on stock picks from regular folks. After three years its performance is hardly average, by Andy Serwer) click here

Forbes, 3/22/04 - Marketocracy members, Larry Thompson (larryjthompson), Ray Nice (rnice), Kevin Harrigan (bananaslug), Faisal Chaudhry (fchaudhry), and Kevin Fravel (kfravel) are profiled (Amateur Gurus: Class of 2004, by Ken Kam) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Posted by Mark Taguchi at 04:59 PM | Permalink

End of Year Rankings Highlight Current Hot Hands with Long-term Skill

San Mateo, CA, February 25, 2009 - Marketocracy Data Services LLC, (MDS) an investment research firm, whose mission is to find the best investors in the world, today announced its end of year results that puts its model funds atop the rankings against the best stock mutual funds in the country.

One key statistic: 201 Marketocracy model funds would have ranked within the top 50 of all U.S. stock mutual funds for five years as of December 31, 2008 and 49 out of those 201 would have also ranked in the top 50 of all U.S. stock mutual funds in 2008.

"Investing is a rare skill, so finding a portfolio manager, that can deliver performance that ranks at the top for all mutual funds for 5 years AND atop the rankings for the last year - especially a year like last year - is very difficult," explained Mark Taguchi, President of MDS. "Those performance numbers are the best indicators of long-term skill and short-term timeliness and as evidenced by the numbers, Marketocracy has a lot of managers with those qualities."

Below are some additional performance highlights from Marketocracy model funds as of December 31, 2008:

• 15 Marketocracy model funds would have ranked above the top U.S. stock mutual fund for 5 years and six of those would also have ranked above the top U.S. stock mutual fund for 2008
• 201 Marketocracy model funds would have ranked better than Top 50 U.S. stock mutual funds for 5 years and of those:
• 7 would have ranked above the top U.S. stock mutual fund for 2008
• 49 would have ranked above the top 50 U.S. stock mutual fund for 2008
• 29 would have ranked above the top U.S. stock mutual fund for 3 years
• 98 would have ranked above the top 50 U.S. stock mutual funds for 3 years
• Out of the 50 highest returns for the five year period - 44 of those top ranked were Marketocracy model funds

Marketocracy's model funds are managed in real-time and performance is calculated net of fees based on a daily net asset value - the same way that mutual fund returns are calculated. The model funds included are long-only and can only invest in securities that trade on U.S. stock exchanges. The data includes Top 50 Domestic Stock Mutual Funds for 5 years as of 12/31/08 from Morningstar out of 3,028 Unique (use only one share class per multi-share class funds) from all 10,720 Domestic Stock Mutual Funds plus the 201 Marketocracy Model Funds that would have ranked better than Top 50 Domestic Stock Mutual Funds for 5 years. Performance charts are available to interested media.

"Performance is the best indicator of skill but digging much deeper into how that performance was delivered is what Marketocracy does best. Marketocracy has much more detailed trading data on more portfolio managers than any other firm and that gives us a distinct research advantage when searching for the best managers," described Taguchi. "It is like finding a needle in a haystack and Marketocracy's haystack goes beyond Wall Street's."

After more than eight years of tracking, analyzing, and evaluating 100,000 model funds, the "best of the best" managers are selected as mFOLIO Masters. MDS offers mFOLIOs, actively managed model portfolios of mFOLIO Masters, to registered investment advisors (RIAs) for use in separately managed accounts for their clients.

To learn more about the mFOLIO Masters, including Jack Weyland, and to see their investment track records, please visit: http://m100.marketocracy.com/jackweyland

Marketocracy Data Services LLC (MDS) is an investment research firm, whose mission is to find the best investors in the world by developing the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock funds.

Posted by Ken Kam at 10:00 AM | Permalink

As you may know, Ken has competed in MSN's Strategy Lab for several years as the "All Star Team." If you would like to follow the All-Star Team during Strategy Lab's hiatus, please enter your name and email address in the form below, and you'll receive updates via email.

After you click on the "subscribe" button, you will soon receive an email to confirm your subscription. If you do not receive it, please check your spam filter and junk mail as it may be there.

Continue reading "MSN Strategy Lab's All Star Team Update List" »

Posted by Alan Stebbens at 02:20 PM | Permalink

Navin navigated the market crisis with skillful timing

San Mateo, CA, December 8, 2008 - Marketocracy Data Services LLC, (MDS) an investment research firm that has developed the industry's most extensive farm system of investment talent, announced the addition of John Navin to its growing team of mFOLIO Masters, bringing the total number to twelve. Navin navigated through the crisis earlier this year and is ahead of the S&P 500 Index with his JMF model fund by over 28% year-to-date and by over 20% annualized since inception of May 7, 2001.

"As a technical analyst, when I see something like the 50-day moving average cross below the 200-day moving average, I take notice because that indicates the potential for a bear market," explained John Navin. "I use complex Fibonacci mathematics and other methods to verify or negate such a signal. This was the strongest bear signal I had seen since I'd started with Marketocracy in 2001. So in April I moved into cash and started buying inverse ETFs and stocks I thought would fare better even in a bear market."

“Investing is a rare skill so finding great portfolio managers is like finding a needle in a haystack,” explained Mark Taguchi, President of MDS. “We have more data on more managers and that gives us a distinct research advantage in finding the best managers with long-term track records that are doing well right now – even in this volatile market.”

MDS will offer an mFOLIO based on Navin’s JMF model fund for registered investment advisors (RIAs). An mFOLIO is an actively managed model portfolio that RIAs can use to manage client accounts with. The company’s affiliate, Marketocracy Capital Management LLC (http://advisor.marketocracy.com) offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

mFOLIO Masters are ‘best of the best’ model portfolio managers that have risen through the ranks at www.marketocracy.com. For over eight years Marketocracy has tracked 100,000 model portfolios, analyzing their performance, sifting through millions of trades to search for those skilled enough to be called mFOLIO Masters. To learn more about all the mFOLIO Masters, including John Navin, and to see their detailed investment track records, please visit: http://m100.marketocracy.com

Marketocracy Data Services LLC (MDS) is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios.

Marketocracy Capital Management LLC is an investment management firm which uses the research generated by MDS and manages mutual funds, hedge funds, and separately managed accounts and is an affiliate of MDS.

Posted by Mark Taguchi at 11:00 AM | Permalink

the ONLY Investment Website That Has Long-Term Performance Data on Its Members

Gathering of the Best Investors in the World - m100 Annual Meeting to be held October 5-7th at Marketocracy headquarters

SAN MATEO, CA, October 2, 2007 Marketocracy Data Services LLC, an investment research firm that has pioneered social networking for the investment industry and has the most extensive farm system of investment talent in the world, announced today the annual gathering of the m100 - the company’s top model portfolio managers at the company’s headquarters in San Mateo, CA to be held October 5th-7th.

“We are first and foremost an investment company using a social network to do research – not a social network trying to be an investment company,” said Ken Kam, Founder and CEO of Marketocracy, Inc. and Chief Investment Officer for Marketocracy Capital Management LLC. “Social networks can be good for finding a friend but if you want to find a great investor, there is no substitute for a long-term track record. Investing talent is rare and I want to see a long-term track record before I’m willing to invest my money or our clients’ money.”

Marketocracy has built an army of tens of thousands of investing fanatics that trade stocks at www.marketocracy.com - the most realistic stock market simulation in the world. For over 7 years, Marketocracy has tracked their trading activity, evaluated their stock picking and trading performance, and identified their investing strengths and weaknesses.

The m100 are the top 100 selected based on long-term track records that demonstrate superior investment skill and the likelihood that they will deliver short-term performance. The Marketocracy m100 trading represents the “wisdom of the best,” explained Mark Taguchi, President of Marketocracy Data Services. “We have found that the best investors beat the market by knowing when to go against the crowd. That’s why the trading data generated from the m100 is used by professional investment managers to help drive the trading of their funds and managed accounts.”

Marketocracy Data Services, LLC is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company’s affiliate, Marketocracy Capital Management, LLC, uses the research generated by Marketocracy Research and manages mutual funds, hedge funds, and separately managed accounts.

Posted by Ken Kam at 02:00 PM | Permalink

mFOLIO Lineup continues to grow as Marketocracy identifies the world's best investment talent

SAN MATEO, CA, August 28, 2007 Marketocracy Data Services, LLC, an investment research firm that has developed the industry's most extensive farm system of investment talent, announced today the addition of Randolph McDuff to its team of mFOLIO Masters. With one of the longest investing track records at Marketocracy, McDuff has beaten the S&P 500 Index with his RMG1 model fund by over 24% a year for the last 7 years and with his micro-cap RMG2 model fund by over 37% a year.

Marketocracy will offer a mFOLIO based on McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs). A mFOLIO is an actively managed model portfolio that RIAs can use to manage client accounts with. The company's affiliate, Marketocracy Capital Management, LLC (http://advisor.marketocracy.com) offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

"During a choppy market when it isn't clear what sectors to be in, I want someone with a proven track record of successfully navigating through shifts in the market to make the call," explained, Mark Taguchi, President of Marketocracy Data Services. "It is a rare skill that we value highly when investing our family's money," added Taguchi. "Most funds and managers invest only in a single sector or industry of the market and put the burden on the investor to decide when it is the right time to get in or out."

RMG1 has soundly beaten all the indices with a "multi-zone," or flexible portfolio, that has generated returns in multiple sectors. Most recently he has shifted out of Energy and has moved into Health Care and Financials in his RMG1 model fund with Mastercard, Inc. (nyse: MA) as his largest position.

To learn more about Randolph McDuff and to see his detailed investment track record, please visit: http://m100.marketocracy.com/rmcduff_RMG1/

Marketocracy Data Services, LLC is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's affiliate, Marketocracy Capital Management, LLC, uses the research generated by Marketocracy Research and manages mutual funds, hedge funds, and separately managed accounts.

Posted by Ken Kam at 08:00 PM | Permalink

SAN MATEO, Calif. June 7, 2007 -- Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent, announced today that due to increasing demand from investors, the company has raised the minimum account size for the Marketocracy mFOLIO Managed Account Program from $10,000 to $50,000. The minimum amount per mFOLIO remains $10,000. This change will take effect as of July 1, 2007 and existing accounts will be grandfathered in with the current minimums.

The mFOLIO Managed Account Program provides investors with professionally managed personal accounts that invest in Marketocracy's mFOLIOs: portfolios of stocks by individual mFOLIO Masters those with the best long-term investment track records at Marketocracy.

"Our mFOLIOs have exceeded our expectations. Now that we're ready to ramp up our program, we're raising the minimum account size," explained Ken Kam, President of Marketocracy Capital Management LLC, a registered investment adviser. "Investors who want great track records that they can believe in have made our mFOLIOs a success."

"mFOLIOs are like mutual funds only better great track records with detailed statistics on the trading decisions of the mFOLIO Masters over the last five years gives investors the ability to mix and match mFOLIOs to meet their financial needs and objectives," added Kam. "It's the way I always wanted to invest my family's money and I think most investors would like to invest their's as well."

mFOLIOs are offered exclusively through separately managed accounts by Marketocracy Capital Management LLC. mFOLIOs can be mixed and matched to personalize portfolio accounts for investors and are appropriate for the "explore" portion of an investor's overall portfolio with the objective to deliver excess return. Investors can learn more about mFOLIOs--including an assessment of the risks associated with these kinds of investments and open an mFOLIOs managed account at http://advisor.marketocracy.com.

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its subsidiary, Marketocracy Research, has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

Posted by Mark Taguchi at 12:00 PM | Permalink

San Mateo, CA, February 20, 2007 Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent announced today that after six years of tracking all of the trading decisions of 80,000 people from 130 countries managing over 100,000 model portfolios, they have selected its first team of Marketocracy mFOLIO Masters. The company's subsidiary, Marketocracy Capital Management LLC offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

"We have access to more detailed track records on more people managing portfolios than anyone else in the world," explained Ken Kam, CEO and Founder of Marketocracy, Inc. "We've proven our team investment process by beating the market in four out of the five years with our mutual fund, selecting a group of 100 model portfolios, we call the m100. Now we have enough data on enough people to select the first four Marketocracy members - the ones that I trust to help me manage my family's money. We call them our mFOLIO Masters."

Described as the longest interview process in the world - the mFOLIO Masters have managed model mutual funds that would have ranked in the top ten mutual funds in the country for returns over the last five years. That includes all transaction fees and a management fee of 2%. What is more amazing is that they delivered those returns with diversified portfolios.

"If you're looking for the next Warren Buffett or Peter Lynch - someone to manage your money - the most valuable information you could have is the detailed track record of the individual manager," explained, Mark Taguchi, President of Marketocracy Research. "The rest of the industry is still stuck in the dark ages and only gives investors the high level track record of a FUND but not the detailed track record of the MANAGER managing the fund."

If you think you could be the next Warren Buffett and want to manage money, the best way to prove it and to get "discovered" is by developing your own personal track record of investing at Marketocracy. It is the most valuable asset a portfolio manager can have. That is why Marketocracy members have been managing their model portfolios at Marketocracy for up to six years now.

"If they're good, we'll put our own money behind them," offered, Kam, "and if they're really good, we'll add them to our mFOLIO Managed Account Program and recommend our clients invest alongside us in the stocks of the mFOLIO Masters."

To read more about mFOLIOs and the mFOLIO Masters, please visit: http://advisor.marketocracy.com/mFOLIO/

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. The company's subsidiary, Marketocracy Research has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

Posted by Mark Taguchi at 06:00 PM | Permalink

Professionally managed personal portfolio accounts starting at $10K

San Mateo, CA, February 20, 2007 Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent, and FOLIOfn, Inc., an innovative online securities firm that pioneered the offering of portfolios to investors and owns a number of patents on the method, announced today the launch of the mFOLIO Program of professionally managed personal portfolio accounts for the retail investor. mFOLIOs provide access to the best of Marketocracy on the FOLIOfn platform.

"mFOLIOs are like mutual funds only better," explained Ken Kam, President of Marketocracy Capital Management LLC, a registered investment adviser. "Through the power of the internet and FOLIOfn's innovative technology, we've reduced the minimum investment for mFOLIOs to $10K. We're able to provide retail investors access to the kind of investment accounts that until now were available only to wealthy investors with a minimum of $100,000-$500,000. FOLIOfn's innovative trading platform allows us to cost-effectively trade 'fractional shares' and capture a higher percentage of the returns from our model portfolios and their window trading allows us to actively trade clients' portfolios at no additional cost."

"Our partnership with Marketocracy is an ideal match for us because we share the same goal to change the way people invest and transform this trillion dollar investment industry by making it easier for investors to own diversified portfolios," said Steven M.H. Wallman, founder and CEO of FOLIOfn. "We're excited to support Marketocracy's unique offering related to identifying and incubating investment talent for the benefit of other investors," he added.

mFOLIOs are offered exclusively through separately managed accounts by Marketocracy Capital Management LLC using the FOLIOAdvisor trading platform. mFOLIOs can be mixed and matched to personalize portfolio accounts for investors and are appropriate for the "explore" portion of an investor's overall portfolio with the objective to deliver excess return. Investors can learn more about mFOLIOs, including an assessment of the risks associated with these kinds of investments, and open an mFOLIOs managed account at http://advisor.marketocracy.com/.

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its subsidiary, Marketocracy Research, has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

FOLIOfn is an innovative online securities firm that provides a patented platform allowing investors to economically create and manage a diversified portfolio. Using listed securities, actively-managed mutual funds, index funds, ETFs and other securities, investors can purchase entire portfolios in a single transaction, with no minimum, investing by dollar amount or number of shares. The company also provides a comprehensive platform for more than 150 registered investment advisory firms, independent broker-dealers, and money managers through its FOLIOAdvisor service. Founded by former U.S. Securities and Exchange Commissioner, Steven M.H. Wallman, FOLIOfn has grown into one of the largest brokerages by number of trades handled in the U.S. The firm's goal is to foster investor success by adding clarity, value and integrity to the investor experience. Its website is www.foliofn.com.

Posted by Mark Taguchi at 04:00 PM | Permalink