Fact Sheet

15-Jun-09

ptaren


I'm a psychologist and 51 years old. I felt betrayed by my financial advisor and fired him nearly a year ago. I then initated a crash course in invest... more

ptaren

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Location:
Pennsylvania, USA
Inception:
16-Dec-07
Ann. Return:
-20.13%
Valuation:
$$$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:

Latest Blog Post

Got crushed, now making the best of it (24-Feb-08)
With a cost basis of 10.50, all that I required of CFC was to remain a solvent, stand alone company. I anticipated 15 to 25 percent return over the next five years as the mort lending industry recovered. Mr. Mozilla shocked me by the announced merger with BAC. At this point, CFC is now an arbitrage play. I will hold until the conversion to BAC shares, recovering a bit of lost principle. The arbitr...... View Blog

ptaren S&P 500
Return Since Inception -39.42
Month to Date Return 7.73 3.08
Alpha 1.02
Beta 1.10

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
56.73%
33.41%
   

 -0.36

 -0.32

 -80.47%

 -54.83%
Benchmark ptaren
Member S&P 500      

ptaren's Latest Commentary

Updated CFC rationale. 24-Feb-08
Updated CFC rationale. 19-Dec-07
Updated VEURX rationale. 16-Dec-07
Updated FSMAX rationale. 16-Dec-07
Updated MYE rationale. 16-Dec-07
More

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Previous questions

Don_Bartell asked (16-Feb-08)
Hello Ptaren, I've been browsing through the top 100 ranked traders, and pay special attention to an... More

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Holdings Summary

Holding Summary

Top 5 Holdings
BP
Long
FAIRX
Long
CSA
Long
MNI
Long
WAMUQ
Long
Total 60.45%
Holdings 35
View detail
 
Industry Breakdown
Oil and Gas
Long
Funds
Long
Financials
Long
Consumer Services
Long
Basic Materials
Long
More
 
Geographic Breakdown
United States
Long