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Jeff Pierce

Personal Information
Job Title
Equities / Options Trader
Industry
Research
Expertise
10-20 years
Education
Clarion University
Qualifications
Life experience
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

momentum trader that specializes in market timing

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

Sep 03, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date June 27, 2008
Strategy Market Timing
Asset Class All US equities
Long/Short Long and Short
Cap bias Small cap
Holding Period Short term
Current holdings 3
Latest trade FTNT

Performance and Risk

Performance Summary (as at end of September 02, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 27, 2008 Member Russell 2000
Month to date (%) -3.68 5.02
3 month (%) 19.81 -9.00
1 year (%) 33.73 5.24
Annualized since inception (%) 18.24 -1.31
Since inception (%) 44.23 n/a
Sharpe (annualized) 0.70 -0.05
% of positive months 44.44 61.40

Past performance is not indicative of future performance

Asset Allocation

Distribution (as at end of September 02, 2010)
Equities
18.40%
Cash
81.60%
Margin
0.00%
Others
0.00%
Top 5 Holdings (as at end of September 02, 2010)
Security Allocation(%)
S&P 500 Depository Receipts 46.37
DIAMONDS Trust, Series 1 30.62
NASDAQ 100 Trust Shares (ETF) 23.01
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)
Funds
100.00%
Short
Long

Transactions

Latest Transactions (as at end of September 02, 2010)
Executed Symbol Security Type Price
August 31, 2010 FTNT Fortinet, Inc. Sold $20.24
August 31, 2010 FTNT Fortinet, Inc. Sold $20.27
August 31, 2010 SPY S&P 500 Depository Receipts Sold Short $105.53
August 30, 2010 FTNT Fortinet, Inc. Bought $20.21
August 27, 2010 DIA DIAMONDS Trust, Series 1 Bought to Cover $101.65

View all transactions »

Commentary - Latest Posts

  • Unemployment Data Controls Day Trading Signal September 02, 2010


    [IMAGE]

    It’s do or die tomorrow for my day trading signal. A positive close and I’ll be closing my short positions, but it’s not in the bag for the bulls either with an important macro news event that could sabotage this rally.

    Read More >

  • NZ – Momentum Play September 02, 2010


    [IMAGE]

    This chart looks even better on a 2yr wkly as it’s completed the cup/handle round trip with a breakout to top it all off. Earnings juice has fueled the move and it should be a winner with these technicals. Now if it’d just pull back for us to all pile in everything would be perfect.

    [IMAGE]

    Read More >

  • Big Move Coming or False Rally? September 01, 2010


    [IMAGE]

    I mentioned yesterday here on twitter that the markets seemed like they were gearing up for a big move. I just had the direction wrong and never thought Obama could move that many people to jump back in the markets, but it is what it is. Oh, and I also included my twitter feed on my site (right sidebar near the middle) for those who haven’t embraced that technology yet, so you can see what I see when I don’t have the time to do a blog post.

    Anyhow, before I talked about......

    Read More >