Capital Appreciation Portfolio

The Capital Appreciation Portfolio is for investors seeking capital appreciation. The fund is managed for long-term growth using a value investing philosophy.

The fund invests in good companies in attractive industries that are selling at inexpensive valuations. We find companies with excellent business models that earn high returns on capital and then insist on a margin of safety by buying these businesses only when they trade at cheap valuations. For more on our investment philosophy, click here.

Historical Performance

Calendar Year Returns (Inception to 6/30/2017)

Hypothetical Growth of $10,000 Investment (Inception to 6/30/2017)

Portfolio Fast Facts

(As of 8/14/2017)

Top Ten Holdings*

  • Scripps Networks Interactive (SNI)
  • Visa (V)
  • Microsoft (MSFT)
  • D.R. Horton (DHI)
  • Time Warner (TWX)
  • PayPal Holdings Inc (PYPL)
  • Lockheed Martin (LMT)
  • S&P Global Inc (SPGI)
  • Oracle (ORCL)
  • Northrop Grumman (NOC)

*Excludes all ETF holdings


To open an account and invest, click here or contact Ben at 717-293-1170 or

Performance Disclosure

Historical results are not indicative of future performance. Positive returns are not guaranteed. Individual results will vary depending on market conditions and investing may cause capital loss.

The performance data presented prior to 2011:

  • Represents a composite of all discretionary equity investments in accounts that have been open for at least one year. Any accounts open for less than one year are excluded from the composite performance shown. From time to time clients have made special requests that SIM hold securities in their account that are not included in SIMs recommended equity portfolio, those investments are excluded from the composite results shown.
  • Performance is calculated using a holding period return formula.
  • Reflect the deduction of a management fee of 1% of assets per year.
  • Reflect the reinvestment of capital gains and dividends.

Performance data presented for 2011 and after:

  • Represents the performance of the model portfolio that client accounts are linked too.
  • Reflect the deduction of management fees of 1% of assets per year.
  • Reflect the reinvestment of capital gains and dividends.

The S&P 500, used for comparison purposes may have a significantly different volatility than the portfolios used for the presentation of SIM’s composite returns.

The publication of this performance data is in no way a solicitation or offer to sell securities or investment advisory services.




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