Fact Sheet

08-Aug-07

tennisman25


I am an incoming freshman at The George Washington University. I have been investing for nearly five years. An honors student majoring in Finance and ... more

tennisman

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Location:
District of Columbia, USA
Inception:
15-Jun-07
Ann. Return:
-7.29%
Valuation:
$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

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

Latest Blog Post

Exon (15-Jun-07)
As the price of a barrel of oil continues to climb, investors are benefiting from XOM. Bought in at 70, considered it undervalued at that point. I think it may be worth closer to 90-95 possibly 100 depending on supply and summer driving. Decent yield. Strong balance sheet.... View Blog

tennisman25 S&P 500
Return Since Inception -8.87
Month to Date Return -4.40 -3.57
Last 3 Months Return -9.83 -8.39
Last 12 Months Return -5.24 -12.97
Annualized Return -7.29 -0.66
Alpha (%) 0.03
Beta 1.13

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
24.46%
20.35%
   

 -0.50

 -1.01

 -8.34%

 -7.03%
Benchmark tennisman25
Member S&P 500      
Holdings Summary

tennisman25's Latest Commentary

Updated XOM rationale. 15-Jun-07
Updated GS rationale. 15-Jun-07
Updated CL rationale. 15-Jun-07
Updated AAPL rationale. 15-Jun-07
Updated JEC rationale. 15-Jun-07

Talk to tennisman25

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Previous questions

fueledbyramen asked (21-Nov-07)
Hey, I see you're a year ahead of me in the game. What got you interested so early?
Holdings Summary

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Holdings Summary

Holding Summary

Top 5 Holdings
JEC
Long
AAPL
Long
GS
Long
HAL
Long
DIS
Long
Total 51.47%
Holdings 15
View detail
 
Industry Breakdown
Industrials
Long
Financials
Long
Consumer Goods
Long
Oil and Gas
Long
Consumer Services
Long
More