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Dave Woloch

Fairlawn, OH
May 02, 2001

dwoloch.mytrackrecord.com

Investment Strategy

The DMF fund's strategy is to seek out and invest in solid companies that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods.

Funds

(DMF) dwoloch's Mutual Fund
MODEL INCEPTION (05/03/2001)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
17+ YRS (As of: 01/15/2019)	-4.46%	6.47%	View Fund Stats
RETURN PERIOD (As Of: 12/31/2018)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	0.24%	7.76%
10 YRS	5.73%	13.11%
5 YRS	-4.98%	8.49%
3 YRS	-3.44%	9.25%
1 YR	-27.39%	-4.36%
Show Fund Strategy
Greetings prospective investor: Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets. This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another. The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).
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(DXF) DXF2 Fund
MODEL INCEPTION (05/03/2018)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
0.71+ YRS (As of: 01/15/2019)	-22.01%	-0.10%	View Fund Stats
RETURN PERIOD (As Of: 12/31/2018)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
15 YRS	4.24%	7.76%
Show Fund Strategy
Market capital
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dwoloch's Mutual Fund

Fund Overview Track This Fund

DMF | Price History

DMF | Fund Positions by Styles

Name	Allocation	Today
Unclassified Market Cap : Unclassified Style	51.07%	-0.66%
Mid Cap : Blend	15.24%	-4.81%
Large Cap : Blend	10.42%	0.09%
Micro Cap : Value	8.54%	-2.13%
Micro Cap : Blend	5.10%	0.24%
Small Cap : Value	3.60%	1.45%
Mid Cap : Value	3.39%	-1.14%
Mid Cap : Growth	2.65%	-0.73%

DMF | Fund Information

The information below pertains to model data only.

Fund Manager:	Total Model Net Assets:
Dave Woloch	$535,817.55

Inception:	Ticker Symbol:	# of Securities:
May 03, 2001	DMF	19

Description:
Greetings prospective investor: Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets. This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another. The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).

Description:

Greetings prospective investor:

Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets.

This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another.

The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).

DMF | Turnover

Last Month	N/A
Last 3 Months	61.64%
Last 6 Months	94.4%
Last 12 Months	267.12%

DMF | 5 Most and Least Profitable

5 MOST PROFITABLE

5 LEAST PROFITABLE

Position	Symbol	Gains
1	NFLX	$65,675.78
2	KKD	$55,490.84
3	AUY	$47,909.13
4	CYD	$46,630.43
5	LMIA	$44,938.77

Position	Symbol	Gains
1	EXDSQ	-$141,896.64
2	BRCD	-$70,465.38
3	JNPR	-$65,061.95
4	QID	-$64,956.97
5	ARDI	-$50,530.44

DMF | Skill Metrics

	All Positions
Winning %	56.10%
Avg. Gain/Loss Ratio	0.63

DMF | Fund Positions by Sectors and Industries

Name	Allocation	Today
Health Care	31.27%	-5.22%
Unallocated	25.06%	0.08%
Technology	15.97%	-3.47%
Energy	8.72%	-0.02%
Financials	7.03%	-0.72%
Other	3.80%	2.62%
Materials	3.60%	1.45%
Industrials	2.99%	4.10%
Real Estate	1.57%	1.91%

DMF | Recent Returns vs S&P 500

	MTD	QTD	YTD
DMF	4.92%	-1.54%	-1.62%
S&P 500	0.00%	0.00%	0.00%

DMF | Recent Returns

Period	Returns	S&P 500 Returns	Returns VS S&P 500
Last Week	2.54%	1.44%	1.10%
Last Month	2.60%	0.55%	2.05%
Last 3 Months	-14.09%	-6.60%	-7.49%
Since Inception	-55.40%	197.72%	-253.12%
(Annualized)	-4.46%	6.35%	-10.81%

Data as of: 01/15/2019

DMF | Alpha/Beta VS. S&P 500

Alpha	0%
Beta	0
R-Squared	0

DMF | 5 Best and Worst Returns

5 BEST

5 WORST

Position	Symbol	Inception Return
1	ACAD	34.81%
2	XON	22.21%
3	SDRL	10.72%
4	SYMC	-1.48%
5	AKS	-2.06%

Position	Symbol	Inception Return
1	LFIN	-82.41%
2	DRYS	-70.44%
3	MOSY	-63.34%
4	QD	-60.11%
5	WFT	-55.00%