Andy Djordjalian Profile Picture Individual Investor

Andy Djordjalian

Owns an electronics design company,Electrical / Electronic Manufacturing

  • EducationUniversity of Buenos Aires
  • QualificationsDegree in Electronics
  • Investment Experience15 years private investing

South America

Will diversify across countries, asset classes and industries within South America.  Combines a top-down and fundamental approach, and finds many opportunities from studying currency movements.

Risk score

Risk Score 4
4
18.3%

Best 30 days

-22.8%

Worst 30 days

Performance

  • -6.9%
    30 day
  • -12.5%
    90 day
  • -10.2%
    365 day
    December 07, 2009
Monthly vs S&P500
Andy Djordjalian - South America Monthly vs S&P500
-23.7% 12 months
  • $20,000 investment min
  • 1% fee

Replicability

98.2%
1.8%
  • Replicable
  • Non-replicable

Top 5 securities View all

18.3%
16.7%
8.8%
8.6%
7.7%

Portfolio commentary

  1. South America's fat tail risk in 2013

    31 January 2013

    South America's outlook will be shaped by growth trends in China and the U.S.

  2. Oracle's big miss is actually no reason to sell 28 December 2011
  3. South America and Emerging Markets stocks: Q4 outlook 21 September 2011
  4. Investing in emerging markets with Covestor 11 September 2011
  5. Mexican stocks are outperforming, while Peruvian stocks slump (NIHD, XRA, EWW) 15 July 2011

show more


Performance detail

  • Manager (net of fees)
  • MSCI Emerging Markets

Performance

Covestor inception December 07, 2009

as of October 23, 2014 Manager (net of fees) MSCI Emerging Markets S&P 500
Past 30 days -6.9% -4.8% -1.5%
Past 90 days -12.5% -8.5% -0.9%
Past 365 days -10.2% -2.7% 14.0%
Since Covestor inception (Annualized) -9.0% 2.5% 14.8%
2014 (YTD) -3.5% 0.1% 7.3%
2013 -19.3% -2.6% 32.4%
2012 -2.4% 18.2% 16.0%
2011 -32.7% -18.4% 2.1%
2010 19.2% 18.9% 15.1%

Risk metrics

Last 365 days

as of October 23, 2014 Manager (net of fees) MSCI Emerging Markets S&P 500
Best 30 days 12.2% 8.5% 7.9%
Worst 30 days -14.5% -9.3% -6.7%
Volatility 16.2% 10.8% 10.9%
Sharpe Ratio - 0.63 - 0.25 1.28
Sortino Ratio - 0.93 - 0.38 1.68
Maximum Drawdown -16.5% -11.8% -7.3%
Value-at-risk (95%, 1 week) -3.8% -2.5% -2.5%
vs. MSCI Emerging Markets vs. S&P 500
Information Ratio - 0.56 - 1.58
Alpha -6.4% -18.0%
Beta 0.85 0.63
R-Squared 0.32 0.18
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 0.8
Executed Symbol Security Replicable Type Price
01/22/14 XPL Solitario Exploration & Royalty Corp   Sell $0.98
07/29/11 GOL Gol Linhas Aereas Inteligentes SA Yes Buy $8.43
07/25/11 BAP Credicorp Ltd Yes Sell $97.89
07/19/11 GFA Gafisa SA Yes Buy $8.45
07/08/11 GFA Gafisa SA Yes Buy $8.91
07/08/11 ESD Western Asset Emerging Markets Debt Fund Inc Yes Sell $19.38
05/09/11 GFA Gafisa SA Yes Buy $10.80
04/21/11 ESD Western Asset Emerging Markets Debt Fund Inc Yes Sell $18.77

Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
  3. Average client returns are calculated by Covestor and are composed of the average, time-weighted returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.