Fact Sheet

01-Dec-08

LesterInvest


I am a pathologist with expertise in head & neck and endocrine organ pathology. However, medicine is a business and you need to understand finance... more

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Location:
Connecticut, USA
Inception:
27-Jun-07
Ann. Return:
-43.37%
Valuation:
$$$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

Mid Cap Only Middle Performance (02-Jan-08)
After holding this security for a couple years, the overall lack-luster performance has resulted in my removal of this holding from my portfolio. I believe that this sector of the market has not performed well and perhaps the international holdings can come to the forefront. ... View Blog

LesterInvest S&P 500
Return Since Inception -55.73
Month to Date Return -11.35 -7.48
Last 3 Months Return -42.71 -23.56
Last 12 Months Return -53.85 -37.47
Annualized Return -43.37 -10.89
Alpha -21.17
Beta 0.90

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
35.12%
34.36%
   

 -1.38

 -1.02

 -65.81%

 -18.48%
Benchmark LesterInvest
Member S&P 500      
Holdings Summary

LesterInvest's Latest Commentary

Updated IJJ rationale. 02-Jan-08
Updated XOP rationale. 27-Jul-07
Updated DEO rationale. 02-Jul-07
Updated ITRI rationale. 30-Jun-07
Updated rationale. 30-Jun-07
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Holdings Summary

Watchlist Ideas

LesterInvest has no current Watchlist ideas.

Holdings Summary