Fact Sheet

 

cgrain75


I have an MS degree in Chemistry and presently I am a full time faculty member at Roxbury Community College. I have been a member of the Zenith Inves... more

cgrain75

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Location:
Massachusetts, USA
Inception:
09-Aug-07
Ann. Return:
-31.43%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:
cgrain75 S&P 500
Return Since Inception -41.46
Month to Date Return 0.16 0.38
Last 3 Months Return -23.60 -22.56
Last 12 Months Return -38.03 -38.49
Annualized Return -31.43 -10.20
Alpha -2.73
Beta 0.97

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
37.50%
36.16%
   

 -0.97

 -0.96

 -18.82%

 -18.48%
Benchmark cgrain75
Member S&P 500      

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Holdings Summary

Holding Summary

Top 5 Holdings
FAST
Long
HTLD
Long
KNX
Long
UNH
Long
MSFT
Long
Total 37.47%
Holdings 29
View detail
 
Industry Breakdown
Consumer Services
Long
Industrials
Long
Technology
Long
Health Care
Long
Consumer Goods
Long
More
 
Geographic Breakdown
United States
Long