Fact Sheet

05-Sep-08

StockMarketBeat


Stock Market Beat editor William A. Trent, CFA, has been an equity analyst since 1996 and is co-author of Understanding and Evaluating Prospectuses, O... more

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Location:
New Jersey, USA
Inception:
05-Jun-07
Ann. Return:
0.56%
Valuation:
$
Capitalization Bias:
Mid-Cap
Long/Short:
Long

Investor Type

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

Latest Blog Post

Trucking Index Declines (02-Sep-08)
According to the American Trucking Associations: The American Trucking Associations’ advanced seasonally adjusted For-Hire Truck Tonnage Index decreased 0.3 percent in July, marking the first month-to-month drop since April. The seasonally adjusted tonnage index equaled 116.2 (2000 = 100) in July, while the not seasonally adjusted index fell 0.1 percent to 119.7. ... View Blog

StockMarketBeat S&P 500
Return Since Inception 0.71
Month to Date Return -2.69 -3.57
Last 3 Months Return -5.39 -8.39
Last 12 Months Return 4.37 -12.97
Annualized Return 0.56 -0.66
Alpha (%) 0.04
Beta 0.72

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
19.12%
20.31%
   

 -0.23

 -1.03

 -7.73%

 -7.03%
Benchmark StockMarketBeat
Member S&P 500      
Holdings Summary

StockMarketBeat's Latest Commentary

Created a blog post. 02-Sep-08
Created a blog post. 29-Aug-08
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Talk to StockMarketBeat

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Previous questions

BobsAdvice asked (30-Dec-07)
Bill,

I am going to once again ask you about portfolio management. Like Starbucks, you o... More
nyguyev asked (12-Oct-07)
It seems you think Japan is coming back given your holdings. any latest thoughts on the land of the... More
BobsAdvice asked (05-Oct-07)
Bill,
Your largest holding is SBUX. I recently sold my shares (? prematurely) after reviewing ... More
Holdings Summary

Watchlist Ideas

CLS  -14.70%

TTMI: TTM Technologies Could be Sitting Pretty
My latest column is up at RealMoney. TTM Technologies (TTMI)...  More

0
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Holdings Summary

Holding Summary

Top 5 Holdings
LSTR
Long
ANSS
Long
ADBE
Long
GLD
Long
CSGS
Long
Total 58.30%
Holdings 17
View detail
 
Industry Breakdown
Technology
Long
Funds
Long
Industrials
Long
Telecommunications
Long
Consumer Services
Long
 
Geographic Breakdown
United States
Long