Fact Sheet

04-Feb-08

RikkiTahta


CEO of Covestor. See my linked in profile for background and bio. Enjoy fishing, cooking and 5-a-side soccer. Poor but enthusiastic bridge player... more

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Location:
New York, USA
Inception:
20-Jun-07
Ann. Return:
-6.64%
Valuation:
$$$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

The old chestnut (15-Jan-08)
its going down so do you buy more ? a) I don't believe in cost averaging b) i do believe in value investing there is no new news - on the contrary the only thing to change since before the 20% drop is that the treasury dept of the company has re-purchase shares at 5.75 to provide for the ESOP. At 5.00 I am an active buyer - tempered only by my personal asset allocation and liquidity ...... View Blog

RikkiTahta DJIA
Return Since Inception -6.97
Month to Date Return -3.06 -1.04
Last 3 Months Return -5.97 -7.44
Last 12 Months Return -9.54 -15.35
Annualized Return -6.64 1.53
Alpha 0.17
Beta 1.36

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
 28.73%
 18.56%
   

 -0.41

 -1.18

 -11.58%

 -6.45%
Benchmark RikkiTahta
Member DJIA      
Holdings Summary

RikkiTahta's Latest Commentary

Posted a comment on RikkiTahta's UK:FSTA rationale. 22-Jan-08
Updated UK:FSTA rationale. 15-Jan-08
Posted a comment on BobsAdvice's UEIC rationale. 11-Jan-08
Asked BobsAdvice a question. 11-Jan-08
Posted a comment on BobsAdvice's UEIC rationale. 10-Jan-08
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Talk to RikkiTahta

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Previous questions

bnbien asked (08-Apr-08)
Mr. Tahta, thank you for helping me resolve the problem with my account. I am glad to be back on the... More
DeeFree asked (14-Mar-08)
check out my new post and let me know what you think. love you! love covestor!
asked (19-Dec-07)
No question, just praise...
The concept of covestor.com is so awesome it makes me want to cry. ... More
nyguyev asked (12-Oct-07)
Hi Rikki, What kind of revenue model plans do you have for Covestor? John
Holdings Summary

Watchlist Ideas

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Holdings Summary

Holding Summary

Top 5 Holdings
AMZN
Long
UK:FSTA
Long
UK:FRC
Long
DE:EOA
Long
IFN
Long
Total 88.51%
Holdings 10
View detail
 
Industry Breakdown
Consumer Services
Long
Consumer Goods
Long
Utilities
Long
Funds
Long
 
Geographic Breakdown
United States
Long
United Kingdom
Long
Germany
Long
Spain
Long