• INCEPTION (01/28/2016)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 10.68%
  • S&P RETURN

  • 17.05%
(GDF) Gorden's Dividend Fund

GDF Growth of $10,000

GDF
GDF Composite
S&P 500

GDF Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P YTD
20173.40%-1.04%-1.54%-0.67%-1.88%-1.27%2.46%-0.12%1.00%-0.10%--0.12% 16.91%
20160.34%2.34%2.64%4.29%-0.52%2.38%6.46%3.81%2.14%-0.97%0.85%-1.03%24.91% 20.72%
Returns greater than 5%
Returns less than -5%

GDF Composite Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P TR YTD
20173.74%-0.92%-1.41%-0.52%-1.81%-1.12%2.61%0.19%1.20%0.07%--1.90% 16.91%
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
BPL Buckeye Partners L P $47.56 14.09%
CLMT Calumet Specialty Products Partners LP $8.20 10.88%
ARLP Alliance Resource Partners LP $18.85 10.69%
PFF iSh SP US PrfSt Shs $38.38 8.15%
KMI Kinder Morgan Inc $17.01 7.92%
Total 51.73%

GDF Skill Metrics


Over the past years, Gorden has invested in a total of 16 stocks at one time or another and made money on 9 (56.25%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 56.25%
Trading Skills Avg. Gain/Loss Ratio 2.29

GDF Alpha/Beta


Alpha -2.81
Beta 0.82
R-Squared 26.68