Fact Sheet

19-Mar-10

pcarroll0813

25 year old engineering consultant. Started investing/trading in July 2008. more

pcarroll0813 has 4 followers

Location:

Pennsylvania, USA

Inception:

22-Oct-08

Ann. Return:

21.47%

Valuation:

Capitalization Bias:

Small-Cap

Long/Short:

n/a

Investor Type

Match to You Complete this to determine how this member matches to you.	Approach:
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Investment Style

Mostly long-term value investing, but I'm still testing out other methods.

How pcarroll0813 Got Started

Read some books, ran some pretend portfolios.

Job Title:

Project Engineer

Industry:

Chemicals

Investment Exp.:

1-5 years

Born:

1984

Education:

BSE Chemical Engineering

Qualifications:

None

Latest Blog Post

James Altucher's 10 Stocks for 2010 (10-Dec-09)
I came across this article today via Abnormal Returns and thought I'd share it. At first glance it appears to be just another "ideas for next year" list, but Mr. Altucher has found some interesting mid-caps that I, for one, have never really investigated before. You won't find AAPL, JPM or QCOM on this list, and that's why I like it.http://www.dailyfinance.com/2009/12/10/ten-stocks-for...... View Blog

Performance

	pcarroll0813	S&P 500
Return Since Inception	31.45 34.48
Month to Date Return	3.34 3.01	5.55
Last 3 Months Return	3.14 3.29	0.81
Last 12 Months Return	34.45 34.97	50.25
Annualized Return	21.47 29.84	-1.81
Alpha	8.51
Beta	0.89

Latest Trades

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Risk

Annualized Std. Deviation

Sharpe Ratio

Maximum Drawdown

35.09%

33.17%

0.61

0.46

-32.53%

-32.73%

pcarroll0813

S&P 500

pcarroll0813's Latest Commentary

	Created a blog post. 10-Dec-09
	Created a GLD blog post. 19-Nov-09
	Posted a comment on pcarroll0813's blog post. 23-Sep-09
	Posted a comment on pcarroll0813's blog post. 23-Sep-09
	Posted a comment on pcarroll0813's blog post. 21-Sep-09
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Talk to pcarroll0813

Watchlist Ideas

OPTT			12.20%
Inauguration Speech Any mention of ocean-derived energy during Obama's speech sh... More

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Holding Summary

Top 5 Holdings

Total

62.46%

Holdings

View detail

Industry Breakdown

Industrials

Funds

Consumer Services

Utilities

Basic Materials

Geographic Breakdown

United States

	Created a blog post. 10-Dec-09
	Created a GLD blog post. 19-Nov-09
	Posted a comment on pcarroll0813's blog post. 23-Sep-09
	Posted a comment on pcarroll0813's blog post. 23-Sep-09
	Posted a comment on pcarroll0813's blog post. 21-Sep-09
	Posted a comment on pcarroll0813's blog post. 21-Sep-09
	Created a blog post. 16-Sep-09
	Posted a comment on pcarroll0813's blog post. 14-Sep-09
	Created a blog post. 09-Sep-09
	Created a blog post. 09-Sep-09
	Created a blog post. 08-Sep-09
	Posted a comment on pcarroll0813's blog post. 04-Sep-09
	Created a WFC blog post. 04-Sep-09
	Created a blog post. 31-Aug-09
	Created a blog post. 14-Aug-09
	Updated GME rationale. 14-Aug-09
	Updated DMLP rationale. 14-Aug-09
	Updated BBY rationale. 14-Aug-09
	Updated ESD rationale. 14-Aug-09
	Created a OPXA blog post. 07-Aug-09
	Created a blog post. 24-Jul-09
	Created a GS blog post. 14-Jul-09
	Posted a comment on pcarroll0813's SCC rationale. 07-Jul-09
	Updated SCC rationale. 25-Jun-09
	Created a blog post. 12-Jun-09
	Posted a comment on pcarroll0813's blog post. 02-Jun-09
	Created a SH blog post. 01-Jun-09
	Posted a comment on pcarroll0813's SH rationale. 07-May-09
	Created a SH blog post. 13-Apr-09
	Updated SH rationale. 03-Apr-09
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Fact Sheet

pcarroll0813

Disclaimer

Portfolio Valuation

Investor Type

Match to You

Match to You

Match to You

Match to You

Latest Blog Post

Performance

Alpha

Beta

Latest Trades

Risk

Annualized Standard Deviation

Annualized Standard Deviation

Sharpe Ratio

Sharpe Ratio

Maximum Drawdown

Maximum Drawdown

pcarroll0813's Latest Commentary

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Previous questions

Watchlist Ideas

OPTT

Holding Summary

CNI

EXC

XHB

EEI

ALB

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