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Richard Moore

Retired and self managing his entire retirement account full time
Personal Information
Qualifications
MBA Finance, CFA
Date of Birth
May 28, 1945
Job Title
Business Owner
Industry
Financial Services
Investment Experience
40+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

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  • It is a record of a member’s personal broker account as reported to Covestor
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INDIVIDUAL
INVESTOR
Market Comparables (R:MMCI)

Personal Track Record

Inception date June 29, 2007
Long/Short Long only
Cap bias Small cap
Holding Period Buy and hold
Current holdings 12
Latest trade AEL

Performance and Risk

Performance Summary (as at end of September 01, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 29, 2007 Member S&P 500
Month to date (%) 3.19 2.95
3 month (%) -4.29 -3.68
1 year (%) 3.11 2.81
Annualized since inception (%) 12.22 -3.21
Since inception (%) 44.29 n/a
Sharpe (annualized) 0.47 -0.13
% of positive months 56.41 61.40

Past performance is not indicative of future performance

Asset Allocation

Top 5 Holdings (as at end of September 01, 2010)
Security Allocation(%)
SPDR Lehman 1-3 Month T-Bill ETF 16.74
Hawk Corporation 11.97
Amerigroup Corporation 8.35
Lexmark International, Inc. 8.02
SPDR Gold Trust (ETF) 8.00
Total 53.08
Total no. of Holdings 12

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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)
Industrials
32.86%
Funds
24.74%
Financials
14.06%
Health Care
8.35%
Technology
8.02%
Consumer Services
7.26%
Consumer Goods
4.70%
Short
Long

Transactions

Latest Transactions (as at end of September 01, 2010)
Executed Symbol Security Type Price
June 08, 2010 AEL American Equity Investment Life Holding Company Sold $8.75
June 08, 2010 THMD Thermadyne Holdings Corp. Sold $9.05
June 08, 2010 DORM Dorman Products, Inc. Sold $19.91
June 08, 2010 JAS Jo-Ann Stores, Inc. Sold $41.49
June 08, 2010 PETM PETsMART, Inc. Sold $30.63

View all transactions »

Commentary - Latest Posts

  • A Higher Risk Environment June 13, 2010

    Market weakness early last week finally caused one of my longer-term trend-following indicators to flip to the bearish side.  All is not lost, though, because several other of my trend indicators are hanging on by the skin of their teeth and are still bullish.  Substantial strength in the near term will be needed to keep them positive and that seems unlikely to me.  So, at the current time, I am shifting the longer term outlook from bullish to neutral.

    My sentiment indicators remain bearish. ......

    Read More >

  • Disappointing Market Action June 06, 2010

    I've been hoping that the market could stabilize and get back on track for the continuation of the bull market.  But the weakness has been ongoing and pervasive.  And, for the most part, my sentiment indicators are not showing the kind of improvement I had hoped for.  This chart of the equity only put/call ratio has reatreated back to bearish levels in the last two weeks in spite of the market weakness.  Complacency is not a good thing and my sentiment indicators remain classified as bearish.

    ......

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  • Watching With Trepidation May 31, 2010

    The market was actually little changed last week but the big question for me is whether or not any of my longer-term trend following indicators will turn from bullish to bearish.  These indicators don't attempt to identify bottoms or tops but, rather, they identify trends.  They all continue to show that the trend is still bullish but they are all extremely close to flipping to the bearish side.  I think we'll get an answer over the next few weeks but we definitely need to see some market......

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