• INCEPTION (01/28/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 7.80%
  • S&P RETURN

  • 18.10%
(GDF) Gorden's Dividend Fund

GDF Growth of $10,000

GDF Model
GDF Composite
S&P 500

GDF Month By Month (As Of: 05/24/2018)


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%0.37%--------4.42% 2.81%
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: 04/30/2018)


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%---------1.96% -0.38%
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
NVG Nuv AMT-F Inc Shs of Benef Interest $14.91 10.12%
BIDU Baidu Shs -A- Sponsored American Deposit Receipt R $243.80 7.88%
IBM International Business Machines Corp $143.64 5.14%
VZ Verizon Communications Inc $48.52 5.08%
RTN Raytheon Co $211.27 4.84%
Total 33.07%

GDF Skill Metrics


Over the past years, Gorden has invested in a total of 37 stocks at one time or another and made money on 21 (56.76%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 56.76%
Trading Skills Avg. Gain/Loss Ratio 1.55