Monkey Capital Management LLC

Can an Monkey beat the S&P 500 Index

Rohit Padebettu

Introduction

  • Hi, I am a portfolio manager from Monkey Capital Management LLC.

  • I have a ridiculously low IQ compared to most of you

    • I think it maybe because I evolved earlier than you

  • But I do possess an amazing Algorithm for picking stocks

  • The problem is, I can only use it once to pick stocks

  • I can make up for that shortcoming though

  • By working as hard as you want me to

  • For as long as you want me to

  • My Ambition: I really do want to beat the S&P 500 Index!

Methodology

  • I can pick upto 10 stocks using the RANDOM Algo (developed by my Master)

  • I can invest for upto 15 years or as low as 1 year

  • I can only equally weight stocks the Algo picks (It is a quirk of my IQ)

  • For now I have read up on the Dow 30 stocks (I am confident that's enough)

  • I work at 5 different speeds (Master calls it Portfolio Rebalancing for some reason)

    • Yearly
    • Quarterly
    • Monthly
    • Weekly
    • Daily

  • I benchmark myself against my "Lazy" Buy & Hold brother and also the "Evil" S&P500 Index

Portfolio Analytics

I make some cool charts and tables available to you to assess my performance

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Portfolio Value

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Performance Breakdown

2011 2012 2013 2014 2015 2016
Jan 2.60 5.70 -4.30 -1.90 -1.70
Feb 2.50 1.20 5.50 5.70 4.10
Mar 1.40 4.50 4.30 -3.60 6.80
Apr -1.20 -0.70 1.10 2.80 1.00
May -8.50 2.20 0.50 0.10 -0.40
Jun 4.90 -1.10 0.50 -2.70 2.40
Jul 0.70 5.70 -5.10 -2.10 2.90
Aug 0.90 -5.10 2.50 -7.70 -1.40
Sep 3.50 2.30 -1.20 1.70 -1.60
Oct -1.90 1.00 -1.80 8.30 -2.20
Nov 2.40 -0.60 1.10 1.90 0.80
Dec 0.40 3.50 0.60 -0.10 -0.90
Rebalanced Portfolio 2.90 7.30 18.40 3.20 -0.40 9.70
BuyHold Portfolio 3.50 5.20 23.00 3.50 0.50 8.20
Benchmark 0.80 16.00 32.40 13.70 1.40 6.20