Fact Sheet

05-Jun-08

donpow


Don is retired. He was a CFO for a private school in VA also managed endowment fund. Before that owned a retail business for 23 years. Financial exp... more

donpow

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Location:
Virginia, USA
Inception:
01-Jul-07
Ann. Return:
-61.03%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:

Latest Blog Post

Market report: 2007-08-31 (31-Aug-07)
I am looking for the maket to perform well and look for 17000 in the dow. At times when the Fed begins to ease which they have already begun, and I expect they will lower the Fed Funds Rate, the first place it impacs is the stock market bullisly. Historically this has been the case and I expect that will happen for the remainder of the year. I am fully invested. ... View Blog

donpow S&P 500
Return Since Inception -76.26
Month to Date Return 79.07 0.38
Last 3 Months Return -42.53 -22.56
Last 12 Months Return -63.74 -38.49
Annualized Return -61.03 -10.20
Alpha -29.72
Beta 0.69

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
91.04%
35.25%
   

 -0.73

 -0.94

 -37.52%

 -18.48%
Benchmark donpow
Member S&P 500      

donpow's Latest Commentary

Created a blog post. 31-Aug-07
Updated KITD rationale. 31-Aug-07
Updated FTWR rationale. 31-Aug-07
Updated ONT rationale. 31-Aug-07
Updated ONT rationale. 23-Aug-07
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Holdings Summary

Holding Summary

Top 5 Holdings
ONT
Long
KITD
Long
Total 100.00%
Holdings 2
View detail
 
Industry Breakdown
Technology
Long
 
Geographic Breakdown
United States
Long