Fact Sheet

08-Jan-09

DoughRoller


I'm an attorney by day; a husband, father, chess player and blogger by night. more

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Location:
Virginia, USA
Inception:
22-Jun-07
Ann. Return:
-25.19%
Valuation:
$$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:
DoughRoller S&P 500
Return Since Inception -36.24
Month to Date Return 1.37 0.38
Last 3 Months Return -18.98 -22.56
Last 12 Months Return -33.07 -38.49
Annualized Return -25.19 -10.20
Alpha -7.54
Beta 0.67

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
23.94%
34.99%
   

 -1.26

 -0.95

 -12.87%

 -18.48%
Benchmark DoughRoller
Member S&P 500      

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Holdings Summary

Holding Summary

Top 5 Holdings
FUSEX
Long
PTTRX
Long
PSVIX
Long
TPINX
Long
DODFX
Long
Total 86.03%
Holdings 8
View detail
 
Industry Breakdown
Funds
Long
 
Geographic Breakdown
United States
Long