Public Profile

Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to recieve monthly performance updates by email.

Track Manager
Invest Today

Want more information on investing with this manager?

If you are interested in investing in one of Jim Van Meerten's funds. Click the link below to get started.

Invest Today

Jim Van Meerten

Marketocracy Master

  • Charlotte, NC
  • Feb 14, 2004
Investment Strategy

Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also padded the Georgia CPA Exam, the ...More Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors 

My New High Fund is a very conservative fund designed for a retired investor.  It is not designed to maximum total return.  The 3 top objectives are:

  • Capital Preservation - Retirees can't take chances
  • A conservative rate of return that exceeds your withdrawal rate, plus taxes and inflation
  • A positive rate of return that beats the market at a lower Beta.
I invite you to follow all 23 of the portfolios I maintain.  Each one is testing a different investing theory and not all are suitable to offer the the public as a managed portfolio.


Funds
(VMNHI) Barchart - Jim Van Meerten New High Fund | Composite Fund
INCEPTION (03/02/2005) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS 5.62% 7.66% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMSPC) Barchart -- Jim Van Meerten Small Cap Portfolio
INCEPTION (01/30/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
8+ YRS 6.33% 7.75% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS -2.63% 12.10% Fund has a 5 year track record.  
3 YRS -13.52% 11.66% Fund has a 3 year track record.  
1 YR -22.78% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMVLL) VanMeerten's Large Cap Smart Beta Fund
INCEPTION (08/01/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 5.35% 7.97% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.72% 7.42% Fund has a 10 year track record.  
5 YRS 4.92% 12.10% Fund has a 5 year track record.  
3 YRS 6.93% 11.66% Fund has a 3 year track record.  
1 YR -8.71% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMVLS) Van Meerten Small Cap Smart Beta Fund
INCEPTION (06/25/2005) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS 4.90% 7.75% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.36% 7.42% Fund has a 10 year track record.  
5 YRS -0.41% 12.10% Fund has a 5 year track record.  
3 YRS -6.75% 11.66% Fund has a 3 year track record.  
1 YR -15.80% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMRET) Van Meerten Ultimate Retirement Portfolio
INCEPTION (01/28/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.58+ YRS 44.55% 23.82% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMFIV) Jim VanMeerten - BarChart S&P 500 Fund
INCEPTION (06/21/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 6.54% 7.63% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.62% 7.42% Fund has a 10 year track record.  
5 YRS 9.11% 12.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 7.94% 11.66% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.31% 3.99% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMFOR) Jim VanMeerten - BarChart S&P 400 fund
INCEPTION (02/14/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 5.85% 7.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.98% 7.42% Fund has a 10 year track record.  
5 YRS 0.24% 12.10% Fund has a 5 year track record.  
3 YRS 0.83% 11.66% Fund has a 3 year track record.  
1 YR -10.11% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMSIX) JIm Van Meerten - Barchart S&P 600 Fund
INCEPTION (11/22/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS 3.05% 7.58% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 0.81% 7.42% Fund has a 10 year track record.  
5 YRS -3.36% 12.10% Fund has a 5 year track record.  
3 YRS -7.02% 11.66% Fund has a 3 year track record.  
1 YR -15.55% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMNSD) Van Meerten NASDAQ 100 Fund
INCEPTION (02/13/2012) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
4+ YRS 11.51% 13.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
3 YRS 12.15% 11.66% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 0.40% 3.99% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMETF) Van Meerten EFT Fund
INCEPTION (06/25/2006) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
10+ YRS 4.88% 7.67% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.66% 7.42% Fund has a 10 year track record.  
5 YRS 3.62% 12.10% Fund has a 5 year track record.  
3 YRS 4.58% 11.66% Fund has a 3 year track record.  
1 YR -1.01% 3.99% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMSWG) Van Meerten Swing for the Fence
INCEPTION (03/02/2014) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS 7.54% 8.27% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR -12.86% 3.99% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(VMTRX) Triple X Long/Short Fund
INCEPTION (12/20/2015) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.69+ YRS -4.25% 11.31% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • VMFIV Beat the 50th percentile of mutual funds over 5 years.
    Jun 30, 2016
  • VMNSD Beat the 75th percentile of mutual funds over 3 years.
    Jun 30, 2016
  • VMFIV Beat the 50th percentile of mutual funds over 1 year.
    Jun 30, 2016
Articles

    5 Mid Caps for Momentum Investors

    Today I wanted to find 5 Mid Cap stocks with great upside momentum. I used Barchart to sort the S&P 400 Mid Cap Index stocks first for the most frequent new highs in the last month, then again for Read More...

    5 Mid Caps for Momentum Investors

    Today I used Barchart to sort the S&P 400 Mid Cap Index stocks to find the 5 best Momentum picks. First I sorted for the most frequent new highs in the last month, then again for technical buy signals Read More...

    5 Large Caps for Momentum Investors

    Today I used Barchart to sort the S&P 500 Large Cap Index stocks to find the ones with the best upside momentum. First I sorted for the most frequent new highs in the last month and then again for Read More...

    5 NASDAQ 100 Stocks for Momentum Investors

    Today I used Barchart to sort the NASDAQ 100 Index stocks first for the most frequent number of new highs in the last month, then again for technical buy signals of 80% or more. Next I used the Read More...

Access Denied

You do not have permission to view this fund. Please select the "Overview" tab, or select a fund tab above.