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John Mooney

Personal Information
Education
Middlebury College, University of Virginia
Qualifications
BA, MA, PhD
Date of Birth
January 27, 1976
Job Title
Lecturer in History, University of Oklahoma
Industry
Higher Education
Investment Experience
Nine years

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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

This is not an investment model

  • It is a record of a member’s personal broker account as reported to Covestor
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Aug 08, 2010

INDIVIDUAL
INVESTOR
Under-Capitalized S… (J:MUCB)

Personal Track Record

Inception date June 08, 2007
Cap bias No specific
Holding Period Buy and hold
Current holdings 8
Latest trade HI

Performance and Risk

Performance Summary (as at end of September 01, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 08, 2007 Member S&P 500
Month to date (%) 1.38 2.95
3 month (%) -7.16 -3.68
1 year (%) 6.64 2.81
Annualized since inception (%) 14.14 -3.21
Since inception (%) 53.47 n/a
Sharpe (annualized) 0.81 -0.13
% of positive months 66.67 61.40

Past performance is not indicative of future performance

Asset Allocation

Distribution (as at end of September 01, 2010)
Equities
91.68%
Cash
8.32%
Margin
0.00%
Others
0.00%
Top 5 Holdings (as at end of September 01, 2010)
Security Allocation(%)
Johnson & Johnson 21.54
Wal-Mart Stores, Inc. 18.92
Dr Pepper Snapple Group 13.94
Take-Two Interactive Software, Inc. 12.65
UltraShort S&P500 ProShares 9.84
Total 76.89
Total no. of Holdings 8

View all holdings »

Geographic Breakdown (as at end of September 01, 2010)
United States
100.00%
Short
Long
Industry Breakdown (as at end of September 01, 2010)
Consumer Goods
26.59%
Health Care
21.54%
Consumer Services
18.92%
Funds
18.84%
Industrials
7.31%
Technology
6.80%
Short
Long

Transactions

Latest Transactions (as at end of September 01, 2010)
Executed Symbol Security Type Price
July 01, 2010 HI Hillenbrand, Inc. Sold $21.32
July 01, 2010 GOOG Google Inc. Bought $437.72
May 21, 2010 DPS Dr Pepper Snapple Group Sold $36.52
May 21, 2010 WMT Wal-Mart Stores, Inc. Bought $51.08
May 21, 2010 JNJ Johnson & Johnson Bought $60.72

View all transactions »

Commentary - Latest Posts

  • A Bubble in Retrospect June 27, 2008

    [IMAGE]
    Barry Ritholtz's excellent summary of the housing market's woes got me thinking as he discussed David Lereah, the former chief economist for the National Association of Realtors. Lereah wrote a number of ill-advised and ill-timed investment books, ranging from tech stocks to real estate.

    In 2005, Lereah published Why the Real Estate Boom Will Not Bust, which looks fated to become an inadvertent classic of bubble-market psychology, taking its place alongside James Glassman's Dow 36,000......

    Read More >

  • An Emerging Consensus June 27, 2008

    [IMAGE]
    Recently, more and more investors and journalists have begun to argue that the center of world financial gravity is shifting decisively away from the US.

    There's an emerging consensus that emerging markets are the place to be for the near future, and potentially for longer.

    This author points to the fact that increased accumulation of foreign reserves has put many emerging market countries in the position of being net creditors, describing emerging markets as being in a "golden age."

    ......

    Read More >

  • Quiet Booms June 27, 2008

    [IMAGE]
    Those of us who live in commodity-producing areas have noticed something recently that many others haven't: the commodity boom is beginning to make its way into the broader economies of these areas throughout the US and Canada.

    Cash generated by high prices for tangibles is trickling out into banks, real estate, luxury purchases, and capital investment of every part of North America that has an economy reliant on production or distribution of "stuff."


    Minyanville's Ryan Krueger, for......

    Read More >