Fact Sheet

01-Sep-08

MarkGilley


I'm 50 years old and have only actively been investing in stocks since Aug 07. A movie buff, the stock market is for me much like what John Dunbar fe... more

MarkGille

Login to start tracking MarkGilley

Login to invite your friends to follow MarkGilley

Location:
Florida, USA
Inception:
31-May-08
Ann. Return:
-82.26%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

Visa: A New Investor's Lesson from Success (31-May-08)
On 3/19/08 I first bought 45 shares of Visa (V) with a market order the day after its IPO at 58.45 per share.  I'd been watching the build up to the IPO and decided with confidence it would be a good buy for the following reasons:  1) V is the largest in its field with only MasterCard (MA)as a distant second;  2) Since MA's IPO the price of its stock has virtually only gone up; ...... View Blog

MarkGilley S&P 500
Return Since Inception -58.17
Month to Date Return -12.99 -7.48
Last 3 Months Return -42.26 -23.56
Annualized Return -82.26 -10.89
Projected Alpha -54.97
Beta 0.97

Latest Trades

Login to track markgilley and view trades.

Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
62.10%
50.99%
   

 -1.41

 -1.25

 -62.72%

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

MarkGilley's Latest Commentary

Updated V rationale. 31-May-08

Talk to MarkGilley

Log in to ask this member a question

Holdings Summary

Watchlist Ideas

MarkGilley has no current Watchlist ideas.

Holdings Summary

Holding Summary

Top 5 Holdings
V
Long
POT
Long
UMEMX
Long
IBM
Long
TREMX
Long
Total 96.51%
Holdings 6
View detail
 
Industry Breakdown
Financials
Long
Basic Materials
Long