Fact Sheet

29-Aug-08

SimonVeingard


Co-founder of Covestor. I have 15+ years operations experience within the financial services sector, working for companies including Goldman Sachs, G... more

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Real Name:
Simon Veingard
Location:
United Kingdom
Inception:
05-Mar-07
Ann. Return:
13.26%
Valuation:
$
Capitalization Bias:
Large-Cap
Long/Short:
Long

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:
Latest blog post

Latest Blog Post

Market Timing (25-Jun-08)
I've been sitting on my hands for the last couple of months during this period of market volatility thinking I should have greater exposure to energy and commodities etc., but not actually having the courage to dive into the market.  This is what makes me a poor investor, not least when I see some of the guys on Covestor who have been performing fantastically during this volatile period.... View Blog

SimonVeingard S&P 500
Return Since Inception 20.35
Month to Date Return 9.08 2.63
Last 3 Months Return -6.78 -8.53
Last 12 Months Return -15.96 -12.91
Annualized Return 13.26 1.20
Alpha (%) 0.05
Beta 1.11

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
27.97%
18.96%
 0.30
 
 
 -0.49

 -11.85%

 -7.03%
Benchmark SimonVeingard
Member S&P 500      
Holdings Summary

SimonVeingard's Latest Commentary

Posted a comment on SimonVeingard's blog post. 26-Jun-08
Created a blog post. 25-Jun-08
Created a blog post. 18-Jun-08
Posted a comment on SimonVeingard's blog post. 10-Apr-08
Created a blog post. 07-Apr-08
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Talk to SimonVeingard

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Previous questions

moneyjoe asked (20-Aug-08)
Hello,

Is it possible for our two sites to work together ? We just launch ours, www.trade... More
Samson89 asked (17-Mar-08)
I don't know if you've noticed this but over the last 3 months your portfolio has very closely resem... More
earlyretirement asked (17-Jan-08)
Can I invest in Covestor? Are you planning to go public? I love the site and believe the mission.
tradeup asked (01-Jan-08)
Happy New Year!
Do you see BA a fair play for 08 given all the rumors of delays on 787 and perh... More
hvnahar asked (16-Oct-07)
Will you be looking to add back F? If so, under what conditions.
Holdings Summary

Watchlist Ideas

GE  -24.21%

GE Watchlist idea
Mark Hulbert wrote a column in the New York Times this weeke...  More

0
XOM Buy: 85.50  -7.56%

XOM Watchlist idea
With crude rising above $99 on worries of inadequate winter ...  More

1
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Holdings Summary

Holding Summary

Top 5 Holdings
AMZN
Long
KO
Long
PG
Long
AXP
Long
TWX
Long
Total 91.33%
Holdings 8
View detail
 
Industry Breakdown
Consumer Services
Long
Consumer Goods
Long
Financials
Long
Industrials
Long
Technology
Long
 
Geographic Breakdown
United States
Long