Fact Sheet

 

fjpenney


I am an engineer working in the civil construction industry in Canada. Stock investing is my second job and my focus is on Canadian small caps. more

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Location:
Canada
Inception:
01-Aug-07
Ann. Return:
-19.40%
Valuation:
$$
Capitalization Bias:
Small-Cap
Long/Short:
Long/Short

Investor Type

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

Latest Blog Post

A Different Take on the Slope of the Yield Curve (19-Nov-08)
Adam Katz has a completely different analysis of the slope of the yield curve than the guys at Bespoke Investment Group. Adam’s article at Seeking Alpha lists the following as possible explanations for the steep yield curve: Pressure on the front end of the yield curve - This was caused by safehaven buying and repatriation by Americans of foreign investments looking for a place to park the...... View Blog

fjpenney S&P/TSX Composite
Return Since Inception -24.56
Month to Date Return 0.29 -13.03
Last 3 Months Return -7.67 -28.18
Last 12 Months Return -27.03 -33.25
Annualized Return -19.40 -8.99
Alpha -11.78
Beta 0.24

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
16.10%
31.62%
   

 -1.52

 -1.15

 -28.87%

 -16.36%
Benchmark fjpenney
Member S&P/TSX Composite      
Holdings Summary

fjpenney's Latest Commentary

Created a blog post. 19-Nov-08
Created a blog post. 18-Nov-08
Updated CA:XSB rationale. 16-Nov-08
Created a blog post. 12-Nov-08
Updated CA:HXD rationale. 11-Nov-08
More

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Previous questions

Don_Bartell asked (06-Apr-08)
Hello Fred, Congratulations on your super interview, and thanks for giving some more info on your fi... More
Holdings Summary

Watchlist Ideas

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Holdings Summary

Holding Summary

Top 5 Holdings
CA:XSB
Long
CA:ENFUN
Long
CA:NPRUN
Long
CA:CCLB
Long
CA:NALUN
Long
Total 99.74%
Holdings 7
View detail
 
Industry Breakdown
Funds
Long
Financials
Long
Consumer Goods
Long
Basic Materials
Long
 
Geographic Breakdown
Canada
Long