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steve kuster

Stock Trader

  • saint louis, MO
  • May 19, 2003
Investment Strategy

Steve is a stock market investor and trader.  He has a civil engineering degree from the Missouri Institute of Technology and worked in the engineering field for almost 20 years.  Since 2010, he has been a full time investor/trader trading stocks and options on securities listed on the various stock exchanges in the United States.

Steve began using Marketocracy in May of 2003 with one fund, AVAL, which he calls his Value Focus FundThis was his only portfolio that he managed at Marketocracy and has consistently built its track record since inception using his value focused approach.  He may invest in any sector but most of his gains, as shown by Marketocracy performance zones, has occurred in the energy, material, and areas of the financial sector where his background in engineering is most useful in analyzing these businesses.     

Steve selects companies that are often out of favor and sometimes are not well known as long as the future fundamentals are sound.  This leads him to a lot of turn around situations or entire sectors that are in a cyclical downturn.  He believes in buying stocks for what they really are, which is a percentage of ownership in a company.  He also likes to use seasonality(i.e. times of reoccurring strength or weakness among individual equities) to time his buys and sells on individual stocks that tend to follow seasonal patterns.  

According to William Harding, an analyst at Morningstar, the average turnover ratio for managed domestic stock funds is 130%.  Steve usually keeps his turnover ratio much lower than this as his investment style sometime requires that he hold individual stocks for more than one or two years to allow them to recover to where they are fairly valued. 

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Funds
(aval) Value Focus Fund
MODEL INCEPTION (05/19/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 18.00% 9.54% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.00% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.49% 16.37% Fund has a 5 year track record.  
3 YRS 12.19% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 15.70% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • aval Beat the 50th percentile of mutual funds over 10 years.
    Dec 31, 2017
  • aval Beat the 75th percentile of mutual funds over 3 years.
    Dec 31, 2017

Value Focus Fund

aval | Price History
aval | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 45.43% 1.08%
Unclassified Market Cap : Unclassified Style 28.26% 4.25%
Large Cap : Blend 14.43% 1.72%
Small Cap : Value 10.27% 1.53%
Micro Cap : Blend 3.98% -0.58%
aval | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
steve kuster $11,515,313.35
Inception: Ticker Symbol: # of Securities:
May 19, 2003 aval 14
Description:

My fund focus is primarily on stocks that are often out of favor and sometimes are not well known, but the future fundamentals are sound. This fund may invest in a lot of turn around situations or entire sectors that are in a cyclical downturn. The intention of my fund was to be diversified, but most of its gains, as shown by Marketocracy performance zones, has occurred in the energy, material, and areas of the financial sector where my background in engineering is most useful in analyzing these businesses. This fund will usually own 10 to 15 stocks with a fund cash percentage between 0% and 35%.

aval | Turnover
Last Month 1.17%
Last 3 Months 10.16%
Last 6 Months 20.41%
Last 12 Months 39.95%
aval | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 CF $821,780.65
2 OME $765,173.44
3 MU $748,754.50
4 NAT $596,605.39
5 AAPL $497,411.35
Position Symbol Gains
1 PGPDQ -$739,509.65
2 ESV -$685,585.99
3 FIG -$534,373.20
4 VIAB -$408,852.13
5 KRO -$378,055.71
aval | Skill Metrics
All Positions
Winning % 81.95%
Avg. Gain/Loss Ratio 0.63
aval | Fund Positions by Sectors and Industries
Color Name Allocation Today
Energy 51.28% 1.57%
Technology 23.48% 2.83%
Materials 14.77% 3.98%
Unallocated 5.62% 4.26%
Industrials 3.98% -0.58%
Consumer Discretionary 3.24% 0.03%
aval | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
aval -0.00% -4.33% -4.58% -4.58%
S&P 500 0.04% -3.24% 2.19% 2.19%
NASDAQ -0.23% 0.00% 0.00% 0.00%
aval | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 6.49% 0.00% 6.49%
Last Month -5.87% -6.69% 0.82%
Last 3 Months -1.02% 1.85% -2.87%
Last 6 Months 12.80% 7.75% 5.05%
Last 12 Months 2.94% 13.55% -10.61%
Last 2 Years 47.79% 42.22% 5.57%
Last 3 Years 27.86% 32.86% -5.00%
Last 5 Years 62.49% 89.78% -27.29%
Last 10 Years 116.85% 141.92% -25.07%
Since Inception 1,051.53% 284.92% 766.61%
(Annualized) 18.00% 9.56% 8.44%
Data as of: 02/18/2018
aval | Alpha/Beta VS. S&P 500
Alpha 7.23%
Beta 1.16
R-Squared 0.5
aval | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 MU 60.53%
2 CNQ 33.84%
3 SU 31.29%
4 CF 20.51%
5 COG 8.38%
Position Symbol Inception Return
1 VIAB -54.00%
2 AR -30.76%
3 PUMP -22.21%
4 HCLP -12.64%
5 FRAC -11.09%