Miles Stoner
Investment Advisor
Investment Management
5-10 years
Masters in Political Science from University of Texas.
BA
United States
Texas
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- 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.
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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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Miles Stoner - View Profile
Personal Track Record
| Inception date | June 05, 2010 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
| Current holdings | 5 |
| Latest trade | ELGX |
Performance and Risk
Performance Summary (as at end of September 02, 2010)
| Inception June 05, 2010 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.19 | 3.89 |
| 3 month (%) | 8.31 | -3.68 |
| 1 year (%) | 8.31 | 2.81 |
| Since inception (%) | 8.51 | n/a |
| Sharpe (annualized) | 2.36 | -0.12 |
| % of positive months | 100.00 | 61.40 |
Past performance is not indicative of future performance
Asset Allocation
Top 5 Holdings (as at end of September 02, 2010)
| Security | Allocation(%) |
|---|---|
| Novell, Inc. | 60.60 |
| Endologix Inc | 38.93 |
| Lehman Brothers Holdings Inc. | 0.39 |
| Novelos Therapeutics, Inc. | 0.07 |
| Blockbuster Inc. | 0.01 |
| Total | 100.00 |
| Total no. of Holdings | 5 |
Geographic Breakdown (as at end of September 02, 2010)
| United States | 100.00% |
| Short | Long |
Industry Breakdown (as at end of September 02, 2010)
| Technology | 60.60% |
|
| Health Care | 39.00% |
|
| Financials | 0.39% |
|
| Consumer Services | 0.01% |
| Short | Long |
Transactions
Latest Transactions (as at end of September 02, 2010)
| Executed | Symbol | Security | Type | Price |
|---|---|---|---|---|
| June 15, 2010 | ELGX | Endologix Inc | Sold | $4.96 |
| June 15, 2010 | FAS | Financial Bull 3x Shares | Sold | $23.50 |
| June 14, 2010 | UCO | Ultra DJ-AIG Crude Oil ProShares | Sold | $10.19 |
| June 14, 2010 | CASY | Casey's General Stores, Inc. | Sold | $35.95 |
| June 14, 2010 | CASY | Casey's General Stores, Inc. | Bought | $35.75 |
Commentary - Latest Posts
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NOVL June 11, 2010
They are gona get a buyout offer for over $7.5 i"m sure of it
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TM - Watch February 03, 2010
Toyota (TM) currently @ $43.5, is down about 9% from a high of $49.
The suspension of sales due to the gas-pedal problems is temporary and the stock will bounce back.
Entry @ $42
Exit @ $49
If you can move within these two numbers then you can make a gain.
LaHood retracted his statement earlier, which caused wide spread panic in the industry and pushed the stock lower, but his retraction means he knows he overstepped his boundary and that Toyota will handle this problem and get back on track.
This......
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WAMUQ-buy February 02, 2010
Well, WAMUQ is a buy. I have made about a 90% gain since inception @ .12. I added to it @ .15 and again @ .20. Its currently trading at .24 - .25.
THIS friday, they have a big case maybe to be found in their favor pertaining to 4bln in deposits they had in their banks when they filed for ch. 11
JPM is trying to not give it back, but if they have to then it could be a huge gain for the stock itself and if they don't its not really going to affect them much at all.
Speculation has driven the stock......
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