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Patrick B Clark

Career Air Force Noncommissioned Officer stationed overseas for 18 years
Personal Information
Qualifications
Pursuing BBA/CFA
Date of Birth
December 05, 1969
Job Title
Section Chief, Compliance
Industry
Defense and Space
Investment Experience
15 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
  • It cannot be mirrored
INDIVIDUAL
INVESTOR
Market Neutral Grow… (P:CMNG)

Personal Track Record

Inception date November 29, 2007
Long/Short Long and Short
Cap bias No specific
Current holdings 52
Latest trade PANL

Performance and Risk

Performance Summary (as at end of September 01, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception November 29, 2007 Member Russell 2000
Month to date (%) 0.81 3.81
3 month (%) -0.07 -9.00
1 year (%) 4.66 5.24
Annualized since inception (%) 10.21 -1.55
Since inception (%) 30.79 n/a
Sharpe (annualized) 0.84 -0.05
% of positive months 55.88 61.40

Past performance is not indicative of future performance

Asset Allocation

Top 5 Holdings (as at end of September 01, 2010)
Security Allocation(%)
ADC Telecommunications, Inc. 3.78
Corning Incorporated 3.16
Banco Latinoamericano de Exportaciones, S.A. 3.12
Leggett & Platt, Incorporated 2.97
Tele Norte Leste Participacoes S.A. 2.89
Total 15.92
Total no. of Holdings 52

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Geographic Breakdown (as at end of September 01, 2010)
United States
100.00%
Short
Long
Industry Breakdown (as at end of September 01, 2010)
Financials
22.90%
Health Care
17.74%
Consumer Goods
13.75%
Technology
11.14%
Industrials
9.47%
Oil and Gas
7.22%
Consumer Services
7.19%
Basic Materials
3.90%
Utilities
3.80%
Telecommunications
2.89%
Short
Long

Transactions

Latest Transactions (as at end of September 01, 2010)
Executed Symbol Security Type Price
July 02, 2010 PANL Universal Display Corporation Sold $17.82
June 29, 2010 NYMT New York Mortgage Trust Inc Sold $6.43
June 23, 2010 PICO PICO Holdings Inc. Sold $30.19
June 07, 2010 MELA Electro-Optical Sciences, Inc Sold $7.29
June 03, 2010 CBEY Cbeyond, Inc. Bought $16.07

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Commentary - Latest Posts

  • US Dollar November 08, 2009

    As the dollar approached support levels in the low 20s, volume has picked up to roughly five times the average.  I do have a bearish fundamental view of the dollar, however, I am watching this battle carefully and plan to step out of the way if the bulls come out on top.  I expect the next move to be dramatic whether the move is up or down due to its high volume.  If the bears win this battle, there is virtually no support below 21. 

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  • Macro Commentary August 27, 2009

    I've commented here in the past that although the fundamentals of the US dollar had turned negative due to the unprecedented deficit spending since last fall, the chart was very strong.  When the technicals contradict the fundamentals, I generally trade with the technicals, not the fundamentals if I trade at all.  As a result, I posted last December that 24-25 looked like a good long entry on UUP at that time.  Well, nine months later, I see that an update is needed.  I'll start with the current......

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  • AIG Meet Zimbabwenomics March 22, 2009

    I came across this insightful commentary at the Long or Short Capital website here:

    http://longorshortcapital.com/aig-meet-zimbabwenomics.htm

    Great stuff; enjoy:

    -----------------------------------------------------------------------------------------

    AIG Meet Zimbabwenomics

    by Johnny Debacle

    A common mistake is that Zimbabwenomics is just about Mugabe Efficiency Theory and making supply cheap enough for demand to afford it, thus creating a Mugabe Optimal state. But the field has a lot......

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