Fact Sheet

 

IBDInvestor


Former Microsoft manager, now a full time self-investor supporting a family in Orange County, Ca. Always on the hunt for new technologies to invest i... more

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Location:
California, USA
Inception:
27-Aug-07
Ann. Return:
-2.58%
Valuation:
$
Capitalization Bias:
Mid-Cap
Long/Short:
Long/Short

Investor Type

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

Latest Blog Post

Whipsaw Market- be careful! (07-Aug-08)
   With wild volatility whipping stocks around, it is a very difficult environment to make any moves. The best bet for now is to wait for the market to settle down, establish a trend, and wait for leadership to strut its stuff. The charts above of failed breakouts illustrate this point well. ... View Blog

IBDInvestor S&P 500
Return Since Inception -2.60
Month to Date Return 0.00 2.63
Last 3 Months Return -30.90 -8.53
Last 12 Months Return -2.60 -12.91
Annualized Return -2.58 1.20
Alpha (%) 0.01
Beta -0.11

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
39.83%
20.64%
   

 -0.19

 -0.82

 -28.42%

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

IBDInvestor's Latest Commentary

Created a blog post. 07-Aug-08
Created a IBM blog post. 31-Jul-08
Updated SKF rationale. 30-Jul-08
Updated SKF rationale. 30-Jul-08
Created a blog post. 30-Jul-08
More
29-Jan-08

Talk to IBDInvestor

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Previous questions

jhains2 asked (22-May-08)
How do you determine position size? Nice work
Art_and_Science asked (14-Apr-08)
HI there Peter! I met you at Joe Burn's seminar in Jan. in Tustin. I finally got logged on here and ... More
Don_Bartell asked (14-Mar-08)
Hello Peter, I'm wondering if you could help me locate some information that IBD has printed several... More