Fact Sheet

 

valuegeek


I am a scientist by day, and an amateur stock-picker on weekends. I follow a value-oriented approach with a short term time horizon (2-3 months). I am... more

valuegeek

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Location:
Maryland, USA
Inception:
03-Aug-07
Ann. Return:
-5.56%
Valuation:
$$
Capitalization Bias:
None
Long/Short:
Long

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:

Latest Blog Post

GTLS : Profiting from energy independence (07-Feb-10)
Share prices of companies that make industrial equipment tend to be very volatile. These companies are especially dependent on a healthy economy, and every time a new batch of economic statistics is released, the share prices of these companies gyrate wildly depending on the prevailing mood. However, to investors willing to take a longer-term perspective, the wild price swings in conservatively ma...... View Blog

valuegeek S&P 500
Return Since Inception -12.33
Month to Date Return -1.58 -0.72
Alpha 7.49
Beta 0.85

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
33.85%
32.32%
   

 -0.17

 -0.37

 -60.21%

 -56.78%
Benchmark valuegeek
Member S&P 500      

valuegeek's Latest Commentary

Updated GTLS rationale. 07-Feb-10
Updated OIL rationale. 07-Feb-10
Updated OIL rationale. 25-Jul-09
Updated ZINC rationale. 25-Jul-09
Updated HNR rationale. 25-Jul-09
More

Talk to valuegeek

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Previous questions

I3east asked (06-Nov-07)
what do you think on the Katy industry acquisition for CCIX?

Watchlist Ideas

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Holdings Summary

Holding Summary

Top 5 Holdings
CSCX
Long
SGC
Long
RLOG
Long
GRVY
Long
PVSW
Long
Total 22.84%
Holdings 46
View detail
 
Industry Breakdown
Industrials
Long
Health Care
Long
Technology
Long
Consumer Goods
Long
Consumer Services
Long
More
 
Geographic Breakdown
United States
Long