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词条 Marketocracy
释义

  1. Marketocracy Data Services

  2. Marketocracy Master100 fund (MOFQX)

  3. mFOLIOS

  4. External links

  5. References

{{Infobox company |
 name = Marketocracy | logo = | type = | foundation = | location = San Mateo, California | num_employees = | industry = Finance | products = Investment | key_people = Ken Kam, Mark Taguchi | net_income =| homepage = marketocracy.com

}}Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services. Marketocracy has recruited over 70,000 people[1] to manage over 100,000 model portfolios at marketocracy.com that compete to become the best investors. For over 9 years they have tracked, analyzed, and evaluated their virtual trading activity and have accumulated a massive database; following over 10,000 stock positions at any one time and more than four million trades.[2]

Marketocracy was mentioned in the book Wikinomics: How Mass Collaboration Changes Everything ({{ISBN|1591841933}}) The book explores how some companies in the early 21st century have used mass collaboration (also called peer production) and open-source technology such as wikis to be successful.[3]

Marketocracy Data Services

Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity.[2] Virtual fund performance is tracked in real-time and follow all SEC rules mutual fund managers must adhere to. The best performing virtual funds based on long-term performance are used as the basis for the Marketocracy Masters 100 fund (ticker symbol: MOFQX) Marketocracy has signed research contracts with about 500 users. These users make up the talent pool from which the m100 team is comprised.[4]

Marketocracy Master100 fund (MOFQX)

As of November 30, 2014, the fund maintains a one-star Morningstar rating[5] As of this same date, the fund has about $6.98 million in assets under management.[6] The fund has underperformed the S&P 500 by substantial amounts in 5 of the last 6 years.

Year S&P 500 TR MOFQX +/- S&P 500
2008 −37.00% −45.59% −8.59%
2009 +26.46% +27.57% +1.10%
2010 +15.06% +10.54% −4.52%
2011 +2.11% −6.88% −8.99%
2012 +16.00% +2.71% −13.29%
2013 +32.39% +22.32% −10.06%
2014 (to Q3) +8.35% −9.78% −18.13%

Turnover increased each year from 116% in 2008 to 765% in 2012, and the fund has an expense ratio of 1.95%.

Yearly performance, turnover ratio, and expense ratio data available on Morningstar site: http://performance.morningstar.com/fund/performance-return.action?t=MOFQX®ion=USA&culture=en-us[7]

mFOLIOS

mFOLIOs are professionally managed portfolios that give the public access to the best at Marketocracy through a managed account at FOLIOfn. As of July, 2009, the company has placed eleven Marketocracy members under contract to be mFOLIO Masters so the public can use their model portfolios to create mFOLIOs.[8]

External links

  • Marketocracy
  • mFOLIOs
  • [https://finance.yahoo.com/q/pr?s=MOFQX Morningstar Rating and Mutual Fund Profile]
  • [https://books.google.com/books?id=LRbsMBxR9ykC&pg=PA171&lpg=PA171&dq=marketocracy+crowdsourcing&source=bl&ots=RbjitMmqO4&sig=1fH_MrxwCCzCLgh6k4XMlwYkVcw&hl=en&ei=-09zSq--PI2llAf5_6XpCg&sa=X&oi=book_result&ct=result&resnum=2#v=onepage&q=marketocracy%20crowdsourcing&f=false Crowdsourcing by Jeff Howe]
  • A Fund by the People, for the People
  • The Power of Us

References

1. ^{{fr}} Comment le web change le monde : l'alchimie des multitudes, Francis Pisani et Dominique Piotet, éd. Pearson, 2008 ({{ISBN|978-2-7440-6261-2}}), p. 197
2. ^{{cite web|url=http://www.tradevibes.com/company/profile/marketocracy|title=Marketocracy | VentureBeat Profiles|publisher=tradevibes.com|accessdate=2014-12-11}}
3. ^{{cite book|title=Wikinomics: How Mass Collaboration Changes Everything|author1=Tapscott, D.|author2=Williams, A.D.|date=2006|publisher=Portfolio|isbn=9781591841388|url=https://books.google.co.uk/books?id=-WUhErZgmpoC|page=24|accessdate=2014-12-11}}
4. ^[https://archive.is/20120325211519/http://research.marketocracy.com/BIP/1journal/were_are_all_the_great_investo.html Ken Kam's Best Ideas Blog]
5. ^{{cite web|url=http://quicktake.morningstar.com/fundnet/Snapshot.aspx?Country=USA&pgid=hetopquote&Symbol=MOFQX |title=MOFQX Marketocracy Masters 100 Fund MOFQX Quote Price News|publisher=quicktake.morningstar.com|accessdate=2014-12-11}}
6. ^{{cite web|url=https://finance.yahoo.com/q/pm?s=MOFQX|title=MOFQX Performance Overview | Marketocracy Funds, Inc - Maste Stock - Yahoo! Finance|publisher=finance.yahoo.com|accessdate=2014-12-11}}
7. ^{{cite web|url=http://performance.morningstar.com/fund/performance-return.action?t=MOFQX®ion=USA&culture=en-us|title=Marketocracy Masters 100 (MOFQX) Fund Performance and Returns|publisher=performance.morningstar.com|accessdate=2014-12-11}}
8. ^{{cite web|url=http://advisor.marketocracy.com/mFOLIO/ |title=Archived copy |accessdate=2009-07-31 |deadurl=yes |archiveurl=https://web.archive.org/web/20090527163556/http://advisor.marketocracy.com/mFOLIO/ |archivedate=2009-05-27 |df= }}

1 : Financial services companies of the United States

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