Matthew Bowler
Job Title
Sr NOC Tech
Sr NOC Tech
Industry
Information Technology and Services
Information Technology and Services
Expertise
1-5 years
1-5 years
Education
ITT Tech
ITT Tech
Qualifications
zero
zero
Year of Birth
1978
Country
United States
United States
State
Hawaii
Hawaii
Personal Track Records cannot be followed
Find Investment ModelsImportant Information
- Past performance is no guarantee of future results.
- 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.
- 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.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns are calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
- 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
- It cannot be mirrored
Sep 02, 2010
Matthew Bowler - View Profile
Personal Track Record
| Inception date | September 17, 2008 |
| Long/Short | Long and Short |
| Cap bias | Micro cap |
| Holding Period | Intraday |
| Current holdings | 2 |
| Latest trade | V |
Performance and Risk
Performance Summary (as at end of September 01, 2010)
| Inception September 17, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 20.00 | 2.95 |
| 3 month (%) | -12.66 | -3.68 |
| 1 year (%) | -21.11 | 2.81 |
| Annualized since inception (%) | -9.91 | -3.21 |
| Since inception (%) | -18.48 | n/a |
| Sharpe (annualized) | -0.10 | -0.13 |
| % of positive months | 41.67 | 61.40 |
Past performance is not indicative of future performance
Asset Allocation
Distribution (as at end of September 01, 2010)
| Equities |
81.58%
|
| Cash |
7.74%
|
| Margin |
0.00%
|
| Others |
10.68%
|
Top 5 Holdings (as at end of September 01, 2010)
| Security | Allocation(%) |
|---|---|
| Heartland, Inc. | 64.29 |
| Sharper Image Corporation | 35.71 |
| Total | 100.00 |
| Total no. of Holdings | 2 |
Geographic Breakdown (as at end of September 01, 2010)
| United States | 100.00% |
| Short | Long |
Industry Breakdown (as at end of September 01, 2010)
| Funds | 64.29% |
|
| Consumer Services | 35.71% |
| Short | Long |
Transactions
Latest Transactions (as at end of September 01, 2010)
| Executed | Symbol | Security | Type | Price |
|---|---|---|---|---|
| July 09, 2010 | V | Visa, Inc. | Sold | $76.38 |
| June 29, 2010 | V | Visa, Inc. | Bought | $73.15 |
| June 25, 2010 | CWLZ | Cowlitz Bancorporation | Bought | $5.81 |
| June 25, 2010 | CWLZ | Cowlitz Bancorporation | Sold | $5.48 |
| June 24, 2010 | CBG | CB Richard Ellis Group Inc | Sold | $14.81 |
Commentary - Latest Posts
-
V = Victory, Visitors, VISA November 09, 2009
V = $1500 in my pocket. I think this one goes to 144 in the long term. However, I am not that patient.
-
Squeeze my CROX August 09, 2009
CROX has such bad publicity right now that I just HAD to buy it. Anything the media tells me, I consider a lie. Therefor if they say sell, I buy. This stock has 11% shares short. I'm hoping for a huge short squeeze. Now, I don't trust CROCS one bit. This is pure speculation. But at least I'm on the side of the manipulators for the time being. I'm hoping for $9.00 per share in the short term with $5.00 being the new low next week.Then, I'm going to buy myself a nice pair of reefs.
-
BEE May 08, 2009
Da bottom?
- Follow us