Fact Sheet

sanstrum

I like to say I have 37 years of securities exposure as my family has always been in the securities industry. I have a Business Administration degr... more

sanstrum has 1 follower

Location:

Oregon, USA

Inception:

28-Jun-07

Ann. Return:

-46.51%

Valuation:

Capitalization Bias:

n/a

Long/Short:

n/a

Investor Type

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Investment Style

Buy something that:

looks like it's going to be around for a while

has a margin of safety in its current price

typically sell stuff that my friends and I use

Hold on to it for a really long time unless there is a change in the management of the company that causes me to revisit the idea.

Typically sell half of a position when there is a double to free up cash for the next big thing.

How sanstrum Got Started

n/a

Job Title:

n/a

Industry:

n/a

Investment Exp.:

5-10 years

Born:

n/a

Education:

n/a

Qualifications:

n/a

Latest Blog Post

Old Fave (29-Jun-07)
I purchased this for my IRA around 1990. It's been an old favorite. The idea is simple and has worked well for me over the years. Being value oriented - there are times when the fund will underperform radical growth stuff, but doesn't loose much when the markets really sucked in 2002. I haven't added to my initial investment I made way back when except for dividend reinvestment. I also use...... View Blog

Performance

	sanstrum	S&P 500
Return Since Inception	-58.42
Month to Date Return	-27.48	-22.33
Last 3 Months Return	-19.24	-23.56
Last 12 Months Return	-47.19	-37.47
Annualized Return	-46.51	-16.16
Alpha	-16.98
Beta	0.88

Latest Trades

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Risk

Annualized Std. Deviation

Sharpe Ratio

Maximum Drawdown

32.67%

33.68%


-1.58	-1.31

-61.70%

-18.48%

sanstrum

S&P 500

sanstrum's Latest Commentary

	Updated FRDPX rationale. 29-Jun-07
	Updated CROX rationale. 29-Jun-07
	Updated TCPIX rationale. 29-Jun-07
	Updated HISU rationale. 29-Jun-07
	Updated ECNG rationale. 29-Jun-07