Fact Sheet

20-Mar-10

JAlvarez


Mexican American more

JAlvarez

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Location:
United Kingdom
Inception:
05-Mar-07
Ann. Return:
-2.72%
Valuation:
$
Capitalization Bias:
Mid-Cap
Long/Short:
Short

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:

Latest Blog Post

Time to buy more AMZN? (02-Dec-08)
I sold my AMZN stock back at $80 - today we see it's lost 50% of it's value. How do we expect the company to perform over the next year?Last Christmas Amazon did extremely well, despite predictions to the contrary. This year the bet is on whether Amazon will be dragged down because of overall less spending, or if more people will turn to the site looking for bargains.Amazon's emphasis over the pas...... View Blog

JAlvarez S&P 500
Return Since Inception -8.06
Month to Date Return 4.26 5.55
Alpha 3.53
Beta 0.92

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
31.82%
29.86%
   

 -0.09

 -0.19

 -60.59%

 -56.78%
Benchmark JAlvarez
Member S&P 500      

JAlvarez's Latest Commentary

Created a AAPL blog post. 02-Dec-08
Created a AMZN blog post. 02-Dec-08
Posted a comment on Karolis's blog post. 16-Sep-08
Created a DE blog post. 16-Jul-08
Updated DIS rationale. 16-Jul-08
More

Talk to JAlvarez

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Previous questions

ValueFinder asked (10-Jul-08)
out of curiosity, which start ups have you worked on?
zenrob asked (28-Oct-07)
Nice pick with US Steel! Barron's has a great article this week on the relative overvaluation of Ch... More
Karolis asked (17-Sep-07)
good performance! what sources do you use to make decisions?

Watchlist Ideas

AMZN Buy: 80.00 Sell: 85.00  65.57%

Time to buy more AMZN?
I sold my AMZN stock back at $80 - today we see it's lost 50...  More

2
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Holdings Summary

Holding Summary

Top 5 Holdings
GOOG
Long
VZ
Long
VMW
Long
DBA
Long
CSUN
Long
Total 76.19%
Holdings 9
View detail
 
Industry Breakdown
Technology
Long
Funds
Long
Industrials
Long
Telecommunications
Long
Oil and Gas
Long
 
Geographic Breakdown
United States
Long