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1stmilliondollar Net

Personal Information
Job Title
Software Engineer
Industry
Telecommunications
Expertise
1-5 years
Education
B.S, M.Sc.
Year of Birth 1975
Country
Canada

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, and cash in the portfolio.
  3. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. Benchmark returns are calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
  6. All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.

Personal Track Record

Elder's Triple Screen Strategy for market timing and CANSLIM for stock screener.

This is not an investment model

  • It is a record of a member’s personal broker account as reported to Covestor
  • It cannot be mirrored
INDIVIDUAL
INVESTOR

Personal Track Record

Inception date January 31, 2010
Strategy Opportunistic
Asset Class All US equities
Long/Short Long only
Cap bias Small cap
Holding Period Short term
Current holdings 3
Latest trade CTRP

Performance and Risk

Performance Summary (as at end of September 02, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception January 31, 2010 Member S&P 500
Month to date (%) 3.68 3.89
3 month (%) 36.30 -3.68
1 year (%) 53.60 2.81
Annualized since inception (%) 120.33 -3.02
Since inception (%) 59.25 n/a
Sharpe (annualized) 2.24 -0.12
% of positive months 62.50 61.40

Past performance is not indicative of future performance

Asset Allocation

Top 5 Holdings (as at end of September 02, 2010)
Security Allocation(%)
Ctrip.com International, Ltd. 35.94
Baidu.com, Inc. 34.51
Annaly Mortgage Management, Inc. 29.55
Total 100.00
Total no. of Holdings 3

View all holdings »

Geographic Breakdown (as at end of September 02, 2010)
United States
100.00%
Short
Long
Industry Breakdown (as at end of September 02, 2010)
Consumer Services
35.94%
Technology
34.51%
Financials
29.55%
Short
Long

Transactions

Latest Transactions (as at end of September 02, 2010)
Executed Symbol Security Type Price
September 02, 2010 CTRP Ctrip.com International, Ltd. Bought $42.64
August 27, 2010 BIDU Baidu.com, Inc. Bought $78.19
August 23, 2010 NLY Annaly Mortgage Management, Inc. Bought $17.69
August 20, 2010 CREE Cree, Inc. Sold $58.50
August 19, 2010 CREE Cree, Inc. Bought $59.80

View all transactions »

Commentary - Latest Posts

  • Does House Price Always Go Up? July 20, 2010

    When I was kid, my mom always told me to invest in real estate. Why? She said that the number of people is always increasing; while the land is not. It means that the house price will always go up. Well, we live in Indonesia, a developing country; so population was (and is still) growing.

    Now, we realized that it is not true that house price will always go up. The Big Picture has shown a chart of global housing price. It compares housing price in a couple of countries from 1997 – 2008.

    As you can......

    Read More >

  • Is 1-800 Number Always Free? July 14, 2010

    [IMAGE]

    Is 1-800 toll-free number is always free? We just learned today that it is not the case. We put a copy of our last payment in the screenshot above. As you can see we paid some amount of money to call 1-800. For example, the first line shows we have to pay $2.80.

    How can it be? We called Rogers, our mobile provider, to check what’s going on here. Apparently, calling 1-800 numbers is considered an air-time. Currently, we have 250 minutes air time; so once our air-time exceeds 250 minutes,......

    Read More >

  • Week in Review – Market Rally July 11, 2010

    Every weekend, we write a posting that summarizes interesting things happening in the blogosphere. It’s called “Week in Review” section.

    Last week, news were starting to talk about end of the world, double-dip recession, etc. This week, we saw a big rally, it was the best weekly gain in nearly a year.

    ETFGuide.com has a guide on how to bear market proof your portfolio. Although we had a big rally this week, we personally think we might have a bear market ahead.

    The Financial Blogger had a couple......

    Read More >