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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 4.25% 7.63% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.33% 7.24% Fund has a 10 year track record.  
5 YRS 0.25% 16.37% Fund has a 5 year track record.  
3 YRS -12.92% 11.16% Fund has a 3 year track record.  
1 YR -16.53% 15.43% Fund has a 1 year track record.  
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(VMSPC) Barchart -- Jim Van Meerten Special Fund
INCEPTION (01/30/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
8+ YRS 6.58% 7.71% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 0.34% 16.37% Fund has a 5 year track record.  
3 YRS -18.50% 11.16% Fund has a 3 year track record.  
1 YR -12.86% 15.43% Fund has a 1 year track record.  
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(VMVLL) VanMeerten's Large Cap Smart Beta Fund
INCEPTION (08/01/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 4.96% 7.93% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.16% 7.24% Fund has a 10 year track record.  
5 YRS 9.36% 16.37% Fund has a 5 year track record.  
3 YRS 2.30% 11.16% Fund has a 3 year track record.  
1 YR 0.22% 15.43% Fund has a 1 year track record.  
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(VMVLS) Van Meerten Small Cap Smart Beta Fund
INCEPTION (06/25/2005) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS 5.37% 7.72% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.81% 7.24% Fund has a 10 year track record.  
5 YRS 9.22% 16.37% Fund has a 5 year track record.  
3 YRS -7.59% 11.16% Fund has a 3 year track record.  
1 YR -2.69% 15.43% Fund has a 1 year track record.  
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(VMRET) Van Meerten Ultimate Retirement Portfolio
INCEPTION (01/28/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.84+ YRS 8.06% 18.15% View Fund Stats Track Fund
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(VMFIV) Jim VanMeerten - BarChart S&P 500 Fund
INCEPTION (06/21/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 7.19% 7.60% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 6.03% 7.24% Fund has a 10 year track record.  
5 YRS 11.14% 16.37% Fund has a 5 year track record.  
3 YRS 7.70% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 15.52% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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(VMFOR) Jim VanMeerten - BarChart S&P 400 fund
INCEPTION (02/14/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 5.63% 7.40% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.65% 7.24% Fund has a 10 year track record.  
5 YRS 4.20% 16.37% Fund has a 5 year track record.  
3 YRS -1.72% 11.16% Fund has a 3 year track record.  
1 YR -7.25% 15.43% Fund has a 1 year track record.  
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(VMSIX) JIm Van Meerten - Barchart S&P 600 Fund
INCEPTION (11/22/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 2.85% 7.56% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 0.64% 7.24% Fund has a 10 year track record.  
5 YRS 1.48% 16.37% Fund has a 5 year track record.  
3 YRS -3.16% 11.16% Fund has a 3 year track record.  
1 YR 4.07% 15.43% Fund has a 1 year track record.  
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(VMNSD) Van Meerten NASDAQ 100 Fund
INCEPTION (02/13/2012) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
4+ YRS 11.80% 12.72% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
3 YRS 13.44% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 18.59% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(VMETF) Van Meerten EFT Fund
INCEPTION (06/25/2006) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
10+ YRS 4.59% 7.64% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.98% 7.24% Fund has a 10 year track record.  
5 YRS 7.77% 16.37% Fund has a 5 year track record.  
3 YRS 4.13% 11.16% Fund has a 3 year track record.  
1 YR 12.08% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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(VMSWG) Van Meerten Swing for the Fence
INCEPTION (03/02/2014) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS 5.56% 8.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR 34.30% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(VMTRX) Triple X Long/Short Fund
INCEPTION (12/20/2015) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.95+ YRS -6.19% 9.92% View Fund Stats Track Fund
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Achievements
  • VMNSD Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2016
  • VMNSD Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2016
Articles

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