• INCEPTION (01/28/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 7.71%
  • S&P RETURN

  • 18.49%
(GDF) Gorden's Dividend Fund

GDF Growth of $10,000

GDF Model
GDF Composite
S&P 500

GDF Month By Month (As Of: 07/13/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P YTD
20183.79%-5.87%-3.30%0.79%0.07%-1.73%2.51%------4.01% 5.86%
20173.58%-1.04%-1.54%-0.67%-1.88%-1.27%2.46%-0.12%1.00%-0.10%-3.26%3.08%0.02% 21.83%
20160.34%2.27%2.59%4.30%-0.52%2.38%6.47%3.82%2.14%-1.04%0.85%-1.03%24.69% 20.72%
Returns greater than 5%
Returns less than -5%

GDF Composite Month By Month (As Of: 06/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P TR YTD
20183.89%-4.34%-2.53%1.21%-0.08%-1.38%-------3.39% 2.65%
20173.74%-0.92%-1.41%-0.52%-1.81%-1.12%2.61%0.19%1.20%0.07%-3.11%3.21%1.90% 21.83%
2016------6.64%3.96%2.26%-0.92%0.59%-0.81%12.07% 3.99% **
Returns greater than 5%
Returns less than -5%

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

GDF Top 5 Holdings


Symbol Name Current Price % Fund
BIDU Baidu Shs -A- Sponsored American Depositary Receip $262.42 8.43%
IBM International Business Machines Corp $149.24 5.30%
VZ Verizon Communications Inc $50.75 5.28%
MSFT Microsoft Corp $104.40 5.17%
TJX TJX Companies Inc $97.69 5.02%
Total 29.20%

GDF Skill Metrics


Over the past years, Gorden has invested in a total of 38 stocks at one time or another and made money on 22 (57.89%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 57.89%
Trading Skills Avg. Gain/Loss Ratio 1.57