• INCEPTION (04/25/2011)

  • 7 YRS
  • AVG. ANNUAL RETURN

  • 14.15%
  • S&P RETURN

  • 13.24%
(LDGF) Lagniappe Dividend Growth Fund

LDGF Growth of $10,000

LDGF Model
LDGF Composite
S&P 500

LDGF Month By Month (As Of: 08/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec LDGF YTD S&P YTD
20185.69%-3.44%-3.56%-0.90%5.17%-1.72%5.69%0.21%----6.77% 9.94%
2017-1.37%4.50%-0.37%-1.28%-0.26%3.12%1.00%-0.34%4.53%-0.17%5.05%-0.12%14.91% 21.83%
2016-7.15%1.48%4.07%-0.13%2.71%1.02%5.94%4.19%1.88%-4.42%4.42%4.06%18.65% 11.96%
20154.09%4.55%-0.20%-2.11%4.17%-4.21%7.81%-7.18%8.89%5.67%-17.94%5.03%5.29% 1.38%
2014-8.47%5.55%0.74%5.64%-1.83%1.27%-3.74%4.25%-3.31%9.71%6.97%1.82%18.50% 13.69%
20133.99%-1.76%3.35%4.58%6.43%1.55%5.58%-3.53%-1.31%4.70%10.57%6.45%47.84% 32.39%
20123.37%1.05%2.74%-0.82%-8.25%0.84%-2.60%6.48%0.84%-3.45%3.37%2.77%5.64% 16.00%
2011---0.27%3.67%-4.32%-2.86%-3.12%-5.72%7.26%-3.80%0.92%-8.12% -4.35%
Returns greater than 5%
Returns less than -5%

LDGF Composite Month By Month (As Of: 07/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec LDGF YTD S&P TR YTD
20185.89%-3.26%-3.39%-0.73%5.44%-1.13%5.96%-----8.52% 6.47%
2017---0.20%-1.11%-0.08%3.44%1.12%-0.13%4.70%0.01%5.16%0.11%13.56% 14.86% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

LDGF Top 5 Holdings


Symbol Name Current Price % Fund
KINS Kingstone Companies Inc $19.00 12.35%
SABR Sabre Corp $25.83 11.38%
MGA Magna International Inc $55.98 10.86%
UVE Universal Insurance Holdings Inc $47.55 10.15%
GILD Gilead Sciences Inc $75.65 9.24%
Total 53.98%

LDGF Skill Metrics


Over the past years, Craig has invested in a total of 31 stocks at one time or another and made money on 23 (74.19%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 74.19%
Trading Skills Avg. Gain/Loss Ratio 3.61