Fact Sheet

05-Apr-08

Jae5038


I am a Junior attending The Pennsylvania State University majoring in Finance and Economics. more

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Jae5038 has 17 followers

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Location:
New Jersey, USA
Inception:
22-Jun-07
Ann. Return:
14.82%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

AEO (06-Oct-07)
Top 3 Reasons for Holding: 1. Undervalued compared to its peers trading at a P/E of 14 2. Overreaction to consumer slow-down in spending 3. Great product, with a well-known brand that kids my age love to wear... View Blog

Jae5038 S&P 500
Return Since Inception 17.50
Month to Date Return 0.00 0.56
Last 3 Months Return 0.00 -8.53
Last 12 Months Return 18.54 -12.91
Annualized Return 14.82 0.44
Alpha (%) 0.05
Beta 0.12

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
19.24%
20.43%
 0.51
 
 
 -0.94

 -16.86%

 -7.03%
Benchmark Jae5038
Member S&P 500      
Holdings Summary

Jae5038's Latest Commentary

Updated AEO rationale. 06-Oct-07
Created a blog post. 06-Oct-07
Updated RICK rationale. 30-Aug-07
Updated SLB rationale. 22-Jun-07
Updated GOOG rationale. 22-Jun-07
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Previous questions

Don_Bartell asked (27-Oct-07)
Hello Jae5038, information on your holdings would be of special interest. Is that in the works? Than... More
Holdings Summary

Watchlist Ideas

Jae5038 has no current Watchlist ideas.

Holdings Summary

Holding Summary

Holdings
Jae5038 has no current holdings.