Fact Sheet

08-Jul-08

Don_Bartell


Qualifications: A long and misspent youth. High School Honor Student flunk out (I had higher priorities); BA, MA, Fulbright recipient, and five year ... more

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Location:
Oregon, USA
Inception:
23-Jun-07
Ann. Return:
3.82%
Valuation:
$$
Capitalization Bias:
Small-Cap
Long/Short:
Long/Short

Investor Type

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

Latest Blog Post

CALM: Barrons suggests much higher prices for eggs, so... (06-Jul-08)
Update, 7/8/08: CALM has broken out. I'm low on cash in the account, so instead have bought the Nov 35 calls, which won't show here, but I wanted to note that I'm going with this trade.CALM has held up well in the face of an overall declining market. IBD gives it an overall rating of A, #1 out of 13 stocks in the Food/Meat Products Subsector. Navellier gives it an overall rating of AA. The PSR is ...... View Blog

Don_Bartell Russell 2000
Return Since Inception 3.99
Month to Date Return 2.03 -4.55
Last 3 Months Return 19.87 0.25
Last 12 Months Return 2.89 -17.28
Annualized Return 3.82 -0.85
Alpha 0.00
Beta 0.41

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
 21.80%
 24.75%
   

 -0.05

 -1.02

 -9.86%

 -7.64%
Benchmark Don_Bartell
Member Russell 2000      
Holdings Summary

Don_Bartell's Latest Commentary

Updated MHP rationale. 06-Jul-08
Updated MA rationale. 06-Jul-08
Posted a comment on Robert25's DXD rationale. 03-Jul-08
Updated BABY rationale. 28-Jun-08
Asked Woodshedder a question. 25-Jun-08
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