In this segment, we will take a look at each of the themed funds currently listed on HSX. I hope by discussing the good and/or bad factors of each fund that you will gain an understanding of what to look at in a fund when deciding whether or not to invest.
- 'A' - Great Fund To Invest In
- 'B' - Good Fund To Invest In
- 'C' - Poor Fund To Invest In
- 'D' - Bad Fund To Invest In
Graphs can be deceiving. If you see the right hand scale for AMATN's graph it is only increments of $5mill. Basically, from March '09 to Thanksgiving '09 this fund only made $5mill? We can see that things spiked when ALVN2 and AVATR got released, but what happens now that those two hits have delisted?
When investing in funds you should look at two things:
- 1) History (of fund and/or manager)
- 2) Stocks held (vs stocks it can hold)
Grade: B This fund will eventually delist at $100 but it is taking its time getting there. If you have some extra cash lying around this is a good place to put it, but if you are a smaller port this fund will just tie up your money for a period of time.
Again we see that the graph deceives! This graph is in increments of 2mill. In the last year, this fund has gone from $48 to the current price of $56. In the last year this fund has made only 8mill.
I am puzzled when looking at the stocks that this fund is invested in. All of its money is tied up in stocks that are still in development (MONOP, DALAS) and has only radar shares in movies that are currently in release (FPWLV, EDRKN) or upcoming releases (TGHST, GREZN, RBNHD). Adjusts and delists should be your bread and butter. Passing them up, in favor of far off projects or projects that are still in development, with no news, will make you poor.
Grade: C I will go out on a limb and say that this fund is on autopilot and that the manager is not taking care of it. At this fund's current rate of growth, it would take another 5.5 years for it reach the target price of $100. This fund is a poor investment. If you have so much money that you have bought every stock in HSX (that you expect will turn a profit) and still have some free money left over ...then this fund would finally start looking like a good investment. (It did make $8mill this last year).
This time last year CHICK was at $34 and today is at $67. This fund has doubled over the course of the year. Congrats!
Looking at the fund's investments, we can see that they are taking full advantage of movies that are in release (wide and limited) and they have also invested in upcoming movies that will make them some money. When you are running your own port, you can invest some money into projects that are a way off and/or are still in development (and there is nothing wrong with that). The lesson we take from this fund (which doubled its money) is that if you really want to grow, and grow fast, you should be about the here and now looking for the openers that will be adjusting soon and the limiteds that might be over priced.
Grade: A This fund is a great buy for all sized ports. The fund is steadily and consistently growing and has invested in a manner that if they take a hit on one bad investment it won't damage its profits.
Wow. This time last year INDIE was $93.55 and today it is $93.10. This fund has made no profit this year.
This is the third version of this fund so we know it has been successful in the past. There are two likely possibilities for this fund doing so poorly. Either the manager has gone inactive or the fund is over invested. When you buy too many stocks it is easy for "losers" to eat up all the profits that your "winners" make. When you have as many stocks as INDIE, it is hard to keep track of which ones are moving and in what direction. Many times you will find your port "bleeding" where you are losing money but can not figure out from where (which stocks).
Grade: D Either the manager has left the building or the manager is just over investing causing the fund not to grow. This is a bad investment for any port. There is no reason a fund investing in independent movies and the starbonds that are attached to them should make no profit for a whole year.
LAFSF was IPOed 10/7/09 and in the last five months this fund has made $630,000. What a waste of an original concept.
What went wrong? The theme of this fund is that starbonds who went to the renowned film schools in LA make a big contribution to the entertainment industry and this fund will invest in them and their projects. I do not know who went to these LA film schools. There is no list on the stock page and there is no link to any list anywhere on in the internet. The fund description names some people that are eligible for the fund like RHOWA, JSING, WFERR, BBIRD, TBURT, and JMANG but the fund has chosen not even to radar these starbonds. I wonder why Alice In Wonderland, The Other Guys, Labor Day and Fast & Furious Five are not invested in by this fund.
Grade: D This is a bad investment for any sized portfolio. It is making no profit. The theme is interesting but investors have no idea which stocks and bonds are eligible to be invested in. The theme of the fund is too complicated without a list of eligible starbonds or using a tool like radaring all eligible starbonds. The best opportunites for this fund to invest in and make a profit are slipping past because the manager is unorganized (probally making him just as confused about which bonds and projects qualify for the fund).
The XOVER fund was taken over by HSX trader Catzan in Oct '09 after the former fund manager either quit or was fired from the fund. Since that time, the fund has doubled. It started at $28.63 in October and is now at $59.28.
This fund has a simple theme that allows it to invest in lots of starbonds and their projects. Nowadays it seems every movie star wants to be a music star and every music star wants a shot at being a movie star. Just off the top of my head I could name alot of starbonds that qualify: Mariah Carey, Jamie Foxx, LL Cool J, Jennifer Lopez, Rob Zombie, Will Smith, Jonas Brothers, Mark Walhberg, Miley Cyrus ...
Grade: A This is a great investment for any size port. The theme allows it to invest in a wide selection of starbonds and stocks. The fund is managed by a successful trader who has experience running several other funds in the past.
This fund has made $68mill since June of last year. Graphs at HSX just do not get more sexy than the one on the ADJUST page.
This fund invests in the wide movies opening each weekend so the responsibility lies 100% on the manager's shoulders. Luckily this fund is managed by a trader who picks them right way more often than he gets them wrong.
Grade: A This fund is a great buy for ports of all sizes.
This time last year SCIFI was priced at $36.27 and today it is $71.03. In the last year this fund has doubled its price.
SCIFI movies are expensive to make, so we do not usually have one opening every weekend. But to their credit, many of them do good box office and the quality of profit makes up for the (lack of) quantity. This fund has an easy, but slightly limited, theme that allows for it to invest in enough current and upcoming projects to easily make a profit.
Grade: B This fund is managed by a trader who is doing everything right. The grade has no negative reflection of the manager. This genre has a limited numbers of releases, which in turn, limits this fund from making as big of a profit as other funds can make. This fund is a good buy for most ports. If you are a smaller port you might want to pass on investing here only because of its higher price. This fund will cost you a little more money than some other available funds and the profit potential is a little limited (although the manager's skill seems to be making up for that)
BONDS has a history of delisting every six months. So far, this incarnation of the fund is on track to again delist in six months (or sooner).
BONDS is one of the simpler theme funds. Starbonds adjust almost every week of the year allowing a weekly constant gain for the fund. Most of the starbond adjusts can be calculated or be reliably estimated beforehand which almost guarantees that each stock held will make a profit.
Grade: A This fund is a great buy for all sized ports. You are almost guaranteed to make some profit from this fund every week. This is the 14th incarnation of the fund in the last 8 years. The manager has left you an email to contact him about the fund (if you cannot find him on the starbond board).
The third incarnation of this fund IPOed in December '09 at $20 and is now priced at $43.13. It has doubled in two months!
SEETV has the simple theme of investing in any starbond who has had or currently has a TV show that they are a regular cast member. This covers such a wide variety of stars like Will Smith, Tim Allen, Tom Hanks, John Travolta, Robin Williams, George Clooney, ...
Grade: A This fund is fast like a bullet! A simple theme plus a hungry fund manager = more money for you. Recommended for ports of all sizes (especially since the price is still so low and will not tie up too much of your money to invest).
This fund IPOed in Aug '09 at $20 and is currently $70.60.
This fund has a simple theme. They can invest in any project that will be shown in 3D. The only drawback to this fund is that there are a limited amount of 3D theaters in the country which currently limits the volume of 3D movies released. On the plus side, 3D movies are the hot thing in the business right now and the higher ticket prices equal more movie profits.
Grade: A 3D is very popular now so the amount of theaters converting will allow for more volume of releases and this means this fund is a sure shot to pull in the profits. The fund manager has invested responsibly and the added bonus that the fund can invest in starbonds attached to 3D movies all but ensures that you will receive a profit investing here. This is a good investment for all ports.
AWARD just IPOed last week where they were given a good review. The first weekend out and they held the mega hit the wrong way. Their graph is no longer sexy (it now has a big dip in the middle).
Everything said in IPO Thoughts: The Academy Awards Fund III (AWARDS) still applies. This is an easy fund which invests in the best directors, actors and actresses and the projects that they are attached to.
Grade: B This should be an easy fund to run and should be very profitable. The first weekend out did not turn out very good. The manager is a long time player and should be able to turn things around very easily.