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Robert Freedland

Optical surgeon - applies personal experience to healthcare investments
Personal Information
Education
Princeton University and University of California, Davis
Qualifications
AB, MD
Date of Birth
September 05, 1954
Job Title
Ophthalmologist
Industry
Hospital and Health Care
Investment Experience
Managing own investments for 42 years, active stock blogger/podcaster for 7 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

Aug 07, 2010

INDIVIDUAL
INVESTOR
Buy and Hold Value (R:FBHX)

Personal Track Record

Inception date June 12, 2007
Long/Short Long only
Cap bias Mid cap
Holding Period Short term
Current holdings 6
Latest trade ECL

Performance and Risk

Performance Summary (as at end of September 01, 2010)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 12, 2007 Member S&P 500
Month to date (%) 2.05 2.95
3 month (%) -1.36 -3.68
1 year (%) 12.96 2.81
Annualized since inception (%) -5.98 -3.21
Since inception (%) -18.03 n/a
Sharpe (annualized) -0.21 -0.13
% of positive months 58.97 61.40

Past performance is not indicative of future performance

Asset Allocation

Distribution (as at end of September 01, 2010)
Equities
53.75%
Cash
46.25%
Margin
0.00%
Others
0.00%
Top 5 Holdings (as at end of September 01, 2010)
Security Allocation(%)
McDonald's Corporation 24.81
Sysco Corporation 19.27
Church & Dwight Company, Inc. 19.00
TJX Companies, Inc. (The) 13.61
AT&T Inc. 12.43
Total 89.11
Total no. of Holdings 6

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 Services
57.68%
Consumer Goods
19.00%
Telecommunications
12.43%
Industrials
10.89%
Short
Long

Transactions

Latest Transactions (as at end of September 01, 2010)
Executed Symbol Security Type Price
June 29, 2010 ECL Ecolab Inc. Sold $45.05
May 25, 2010 JNJ Johnson & Johnson Sold $59.64
May 06, 2010 LOW Lowe's Companies, Inc. Sold $25.71
April 30, 2010 ECL Ecolab Inc. Bought $48.98
April 30, 2010 SLB Schlumberger N.V. Sold $71.87

View all transactions »

Commentary - Latest Posts

  • Colgate-Palmolive (CL) August 28, 2010


    Hello Friends!  Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice!  As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.

    [IMAGE] I wrote in the previous entry how my shares of McDonald's (MCD) had appreciated 30% since my purchase triggering a partial sale and a 'trading signal' to add a new holding to my own......

    Read More >

  • Colgate Palmolive (CL) "Trading Transparency" August 19, 2010


    Hello Friends!  Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice!  As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website

    [IMAGE]As part of my strategy of managing my portfolio, I have chosen to sell a small portion of my own holdings as they appreciate to targeted price levels.  After an initial purchase, I sell......

    Read More >

  • Medtronic (MDT) "Revisiting a Stock Pick" August 15, 2010


    Hello Friends!  Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice!  As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.

    In the difficult market that we find ourselves, I also find it difficult to highlight new stocks that I find appropriate to include in this blog and possibly in my own portfolio.  Picking up an......

    Read More >