Fact Sheet

29-Aug-08

fortune8


I run an investment club which was founded in 1987. more

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Location:
California, USA
Inception:
29-Jun-07
Ann. Return:
-12.14%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
Long

Investor Type

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

Latest Blog Post

What are you doing??? (25-Aug-08)
I am not suggesting that you become a bear. However, I am suggesting that you have at least 10% of your portfolio in short and at least 20% in cash.Does that look bullish?See the rise in volume? See all the inverse ETF? Don't own SKF or TWM anymore, but wish I still did. Still own QID.See the climb in OBV? It makes sense, doesn't it? Stock goes up, volume goes up.... View Blog

fortune8 S&P 500
Return Since Inception -14.05
Month to Date Return 1.71 2.63
Last 3 Months Return -13.06 -8.53
Last 12 Months Return -15.17 -12.91
Annualized Return -12.14 1.20
Alpha (%) 0.00
Beta 1.03

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
24.17%
20.52%
   

 -0.71

 -0.82

 -7.98%

 -7.03%
Benchmark fortune8
Member S&P 500      
Holdings Summary

fortune8's Latest Commentary

Created a SKF blog post. 25-Aug-08
Created a TWM blog post. 25-Aug-08
Created a blog post. 20-Aug-08
Created a blog post. 19-Aug-08
Created a FXP blog post. 17-Aug-08
More

Talk to fortune8

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Previous questions

BobsAdvice asked (27-Apr-08)
I like your comments on "mindfulness". I wrote up a piece in this direction and investing... More
Holdings Summary

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Holdings Summary

Holding Summary

Top 5 Holdings
TEX
Long