Fact Sheet

09-Apr-08

David_Whitmer


I am currently completing an MBA and an MSF from a Top 10 business school. more

David_Whi

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David_Whitmer has 6 followers

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Location:
California, USA
Inception:
28-Jun-07
Ann. Return:
-38.74%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

An Energy and C&E play (06-Jul-07)
Fundamentals: The crack spread may have narrowed a bit with oil going higher and RBOB down a bit, but come on, RBOB ain't coming down in any significant percentage. You can read up on the company's activities, they actually try and price gas cheaply at their 7-11's and get people to come in and buy the slushee, which is where they prefer to make their profits and keep good faith with their custo...... View Blog

David_Whitmer S&P 500
Return Since Inception -44.23
Month to Date Return -5.80 -3.57
Last 3 Months Return -10.06 -8.39
Last 12 Months Return -40.19 -12.97
Annualized Return -38.74 -0.66
Alpha (%) -0.11
Beta 0.42

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
25.81%
20.55%
   

 -1.69

 -0.98

 -11.90%

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

David_Whitmer's Latest Commentary

Posted a response to a question for David_Whitmer. 08-Oct-07
Posted a comment on tirol04's ACH rationale. 07-Jul-07
Posted a comment on tirol04's FXI rationale. 07-Jul-07
Updated ALJ rationale. 06-Jul-07
Updated HURN rationale. 02-Jul-07
More

Talk to David_Whitmer

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Previous questions

tirol04 asked (01-Feb-08)
Hey, just wanted to say thanks for the great comments. I had not even realized that you made them...... More
BobsAdvice asked (09-Oct-07)
Dave,

Thanks for the response and thoughtful answer.

Bob
BobsAdvice asked (06-Oct-07)
I am concerned about the low dollar being inflationary. While it is true that low dollar value enco... More
Holdings Summary

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Holdings Summary

Holding Summary

Top 5 Holdings
RIG
Long
ISRG
Long
Total 100.00%
Holdings 2
View detail
 
Industry Breakdown
Oil and Gas
Long
Health Care
Long
 
Geographic Breakdown
United States
Long