Fact Sheet

30-Nov-08

mitch


I have been actively investing since 1996, when I finished high school. I managed to turn my first $5k into $11k, then promptly turned that $11k into... more

mitch

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Location:
California, USA
Inception:
17-Dec-07
Ann. Return:
-37.01%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

Beaten down MLP (26-Feb-08)
Constellation Energy Partners IPO'd at the end of 2006 and is now trading below it's IPO price after falling 60% from it's high of $50. The distributions have been increasing over the past year, and at current prices, CEP is yielding 11.7%.  With steady production, the distribution should be stable for years to come.  I'm hoping for a little yield compression (via stock price increase of...... View Blog

mitch S&P 500
Return Since Inception -35.80
Month to Date Return -2.81 -7.48
Last 3 Months Return -21.92 -23.56
Annualized Return -37.01 -10.89
Projected Alpha 5.47
Beta 0.89

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
50.93%
39.67%
   

 -0.82

 -1.14

 -51.72%

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

mitch's Latest Commentary

Updated CEP rationale. 26-Feb-08
Asked PerryBlacher a question. 18-Feb-08
Updated ANH rationale. 14-Feb-08
Updated AUY rationale. 13-Feb-08
Updated ALSWF rationale. 19-Dec-07
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Talk to mitch

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Previous questions

johnbougearel asked (17-Dec-07)
Mitch, I thought you were into E&P
I wrote a review of NFEI last week, have you seen it?
Holdings Summary

Watchlist Ideas

mitch has no current Watchlist ideas.

Holdings Summary

Holding Summary

Top 5 Holdings
VMW
Long
AGNC
Long
CIT