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
Feb 01, 2012
Shailesh Kumar - View Profile
Personal Track Record
| Inception date | July 23, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 23, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.90 | 4.41 |
| 3 month (%) | 16.06 | 4.76 |
| 1 year (%) | -2.24 | 2.09 |
| Annualized since inception (%) | 29.27 | 0.68 |
| Since inception (%) | 91.39 | n/a |
| Sharpe (annualized) | 0.79 | 0.01 |
| % of positive months | 61.29 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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[Member] Portfolio Company Continues to Impress in a Difficult Market September 30, 2011
In its August quarter, the company easily went past the analysts’ mean expectation of $0.17/share and brought in earnings of $0.32/share. While the industry continues to stay weak, due to the regulatory hold ups alluded in my previous report, the company is continuing to execute well within this environment. The company now holds an astounding $136.2 million in cash, which at $282 in market value, brings the company ex-cash PE ratio to 3.35 on a trailing basis. With no debt, 2.2% dividend yield......
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Deconstructing Value Investing – A Short Guide to Identifying Best Value Stocks – Part I – Balance Sheet September 28, 2011
It is easy to get lost in numbers and a range of what if scenarios when evaluating stocks for investment. While the financial statements may be standardized for GAAP, each line item in these statements have a history behind it that is unique to the company in question. Sometimes one needs to go beyond the numbers to understand the business to determine if the stock in the company under consideration is worthy of investment.
The Basic Philosophy of Value Investing
The idea behind value investing......
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Finding the Right Stocks to Buy in Today’s Market September 20, 2011
The stock market today is filled with fear and investor pessimism. The economic conditions in US, Europe and around the world are not making it easy for investors to continue to invest. And with the federal government running up excessive debt, and the inevitable credit rating downgrade by S&P, the future of the economy is not looking particularly bright. No wonder so many investors are more concerned with preserving what ever capital they have left than being active in the stock market.
On the......
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4 Undervalued Cash Rich Small Cap Stocks September 12, 2011
As I continue to screen for undervalued stocks, I am often surprised at what I find. Net-Net stocks have traditionally been quite rare. Perhaps it is the reflection of the investor uncertainty in the current environment, but I am finding quite a few stocks that fit the net-net criteria.
The following 4 are among a number of stocks that have more cash on their balance sheets than the market is valuing the entire company for. In addition, they have zero long term debt. This analysis is purely asset......
- Expertise 10-20 years
- Education MBA, University of Michigan
- Qualifications MBA
- Year of Birth 1971
- Country United States
- State Michigan
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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, dividends, earnings distributions, 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 have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- 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.