Fact Sheet

20-Nov-08

adviceinvest


15 years in the Information Technology industry, Finance would have been the other career choice however job security was not guaranteed like in IT. more

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Location:
Maryland, USA
Inception:
16-Jan-08
Ann. Return:
-47.79%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

Hits and Misses (04-Feb-08)
A few hits to watch: Capital Source (CSE) - No brainer buy, Its a REIT, lender, bank and private equity firm all in one with great management and a whopping dividend.  Should continue to climb back towards 20.  I Own it Allied Capital (ALD) - This private equity firm is sticking with its 65 cent dividend, not too shabby, thats why I own it.  Still down 20% over ...... View Blog

adviceinvest S&P 500
Return Since Inception -42.32
Month to Date Return -24.79 -16.74
Last 3 Months Return -15.61 -23.56
Annualized Return -47.79 -14.16
Projected Alpha 15.93
Beta 1.17

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
54.43%
39.69%
   

 -0.97

 -1.31

 -48.83%

 -18.48%
Benchmark adviceinvest
Member S&P 500      
Holdings Summary

adviceinvest's Latest Commentary

Posted a comment on lycos14's CAKE rationale. 11-Feb-08
Created a CSE blog post. 04-Feb-08
Created a MOT blog post. 04-Feb-08
Created a VZ blog post. 04-Feb-08
Created a GOOG blog post. 04-Feb-08
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Holdings Summary

Watchlist Ideas

TXRH Buy: 10.00 Sell: 15.00  -48.54%

TXRH Watchlist idea
Texas Roadhouse offers a reasonable product at a reasonable ...  More

0
CAKE Buy: 20.00 Sell: 30.00  -72.35%

CAKE Watchlist idea
Cheesecake Factory is the elite in the casual dining industr...  More

0
ALD Buy: 20.00 Sell: 34.00  -90.51%

ALD Watchlist idea
Allied Capital is a well run conservative private equity fir...  More

0
View all
Holdings Summary

Holding Summary

Top 5 Holdings
PFE
Long
JBLU
Long
AINV
Long
ETFC
Long
DEPO
Long
Total 99.61%
Holdings 7
View detail
 
Industry Breakdown
Health Care
Long
Consumer Services
Long
Funds
Long
Financials
Long
Industrials
Long
 
Geographic Breakdown
United States
Long