Investing IQ is a kaChing-proprietary investor skill metric
graded on a 0 - 200 scale. It consists of:
- Risk-Adjusted Return (50/200)
- How closely the investor sticks to their stated strategy (50/200)
- Quality of Investment Rationale (100/200)
Please see our FAQ for more details.
 Investing IQ: 138
| Risk-Adjusted Return: |
Risk-Adjusted Return is calculated using the Information Ratio.
It can contribute at most 50.0 Investing IQ points.
Tom Doser's Information Ratio is:
0.51 out of a maximum of 0.7 =
73% =
36.6 Investing IQ points.
Please see our Glossary for more details.
36.6
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| Sticks to Strategy: |
Sticks to Strategy is calculated based on the investor's strategy and performance data. It can contribute at most 50.0 Investing IQ points.
Tom Doser's Strategy is Industry - Utilities & Energy.
Tom Doser beat the market and made positive returns on Industry - Utilities & Energy stocks,
so the Sticks to Strategy score is:
The lesser of (% of return that was from Industry - Utilities & Energy)2 and (% of current portfolio in Industry - Utilities & Energy)2. Therefore Tom Doser's Sticks to Strategy is:
43.0% =
21.8 Investing IQ points.
Please see our Glossary for more details.
21.8
|
| Quality of Rationale: |
Quality of Investment Rationale is calculated by taking the average rating of the investor's
published research. It can contribute at most 100.0
Investing IQ points.
Tom Doser's Quality of Investment Rationale is:
4.0 out of a maximum of 5.0 =
80% =
80.0 Investing IQ points.
Please see our Glossary for more details.
80.0
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1 Yr. Return:
67.9%
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| Strategy: |
Utilities & Energy
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| Philosophy: |
Taking advantage of the continued secular bull market in metals, energy, industrials and agriculture!
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| Blog/Site: |
None
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| Groups: |
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| Resets: |
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| Company |
|
Last Price |
Shares |
Cost/
Share |
Market
Value |
Gain:
$ %
$ %
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% of
Port. |
Long Positions |
|
|
|
56.30 (2.30)
|
221,000
|
49.07 |
12,442,300 |
1,598,400
14.7%
|
7.8% |
|
|
|
105.87 (2.70)
|
75,000
|
86.30 |
7,940,250 |
1,467,750
22.7%
|
5.0% |
|
|
|
64.74 (2.32)
|
115,000
|
48.66 |
7,445,100 |
1,849,300
33.0%
|
4.7% |
|
|
|
47.87 (2.66)
|
108,792
|
25.38 |
5,207,873 |
2,446,331
88.6%
|
3.3% |
|
|
|
33.24 (1.07)
|
160,000
|
17.89 |
5,318,400 |
2,456,400
85.8%
|
3.4% |
|
|
|
14.05 (0.27)
|
502,000
|
10.51 |
7,053,100 |
1,776,620
33.7%
|
4.4% |
|
|
|
28.09 (2.21)
|
280,000
|
19.40 |
7,865,200 |
2,432,500
44.8%
|
5.0% |
|
|
|
56.06 (1.97)
|
75,000
|
45.52 |
4,204,500 |
790,200
23.1%
|
2.7% |
|
|
|
36.52 (1.99)
|
113,800
|
19.89 |
4,155,976 |
1,892,402
83.6%
|
2.6% |
|
|
|
26.78 (1.04)
|
60,701
|
27.55 |
1,625,573 |
46,912
2.8%
|
1.0% |
|
|
|
10.67 (0.37)
|
834,160
|
7.16 |
8,900,487 |
2,928,184
49.0%
|
5.6% |
|
|
|
83.43 (1.68)
|
80,000
|
75.11 |
6,674,400 |
665,900
11.1%
|
4.2% |
|
|
|
61.71 (1.98)
|
95,000
|
49.43 |
5,862,450 |
1,166,600
24.8%
|
3.7% |
|
|
|
46.09 (2.00)
|
102,000
|
27.53 |
4,701,180 |
1,892,640
67.4%
|
3.0% |
|
|
|
48.70 (1.02)
|
110,000
|
24.70 |
5,357,000 |
2,640,300
97.2%
|
3.4% |
|
|
|
9.98 (0.35)
|
350,000
|
9.58 |
3,493,000 |
141,000
4.2%
|
2.2% |
|
|
|
112.20 (3.70)
|
91,000
|
83.08 |
10,210,200 |
2,650,050
35.1%
|
6.4% |
|
|
|
18.10 (0.50)
|
250,000
|
17.54 |
4,525,000 |
140,000
3.2%
|
2.9% |
|
|
|
21.07 (0.12)
|
115,000
|
19.24 |
2,423,050 |
210,680
9.5%
|
1.5% |
|
|
|
86.78 (3.98)
|
73,000
|
64.42 |
6,334,940 |
1,632,330
34.7%
|
4.0% |
|
|
|
17.27 (0.73)
|
250,000
|
12.01 |
4,317,500 |
1,313,850
43.7%
|
2.7% |
|
|
|
15.85 (0.83)
|
1,050,000
|
7.95 |
16,642,500 |
8,291,000
99.3%
|
10.5% |
|
|
|
22.76 (0.89)
|
100,000
|
22.84 |
2,276,000 |
8,000
0.4%
|
1.4% |
|
|
|
18.05 (0.61)
|
240,000
|
15.42 |
4,332,000 |
630,600
17.0%
|
2.7% |
|
|
|
53.15 (3.29)
|
165,000
|
46.99 |
8,769,750 |
1,015,800
13.1%
|
5.5% |
| Subtotal Longs: |
158,077,729 |
41,973,925
36.2%
|
99.7% |
| Cash |
| Available Cash: |
438,412 |
0.3% |
| Short Collateral: |
0 |
0.0% |
| Subtotal Cash: |
438,412 |
|
0.3% |
| Total: |
158,516,141 |
|
|
Stock prices 15 minutes delayed for NYSE/AMEX and NASDAQ.
Tom's Message Board
To post, please sign in or sign up.
Investing IQ
124
12/21/09 08:04 PM
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2 points to 140. Will you be signing up for mirroring so that investors may mirror you?
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12/03/09 10:14 PM
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Tom - how is the best way for me to follow your trades but with a 5K total portfolio value? What would be a similar trade to your buy of 100,000 shares of PGH at $9.58
Thanks
Drew
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12/03/09 01:32 AM
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Add more to GDXJ! These small cap gold and silver miners will explode as investors are looking for a bargin, and large cap gold and silver miners begin buying these companies out.
Nice portfolio, by the way.
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12/01/09 01:16 PM
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Tom, not sure if you saw my comments last week when i said dramatic thing will happen when gold hits $1200 and on friday we saw the dubai news. Once again allow me iterate, i only short on sure things. :-)
1 mil short back on NEM now!!!
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11/23/09 09:28 PM
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Tom - I saving my dough until I can mirror your trades! You are almost there I think.
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Investing IQ
160
11/13/09 12:20 AM
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Tom,
I understand what your saying about the upside on owning juniors, I own a few myself, although none of them are producing yet. Most importantly International Tower Hills Mining THM. They are constantly releasing improved drill results and expanding their proven and inferred reserves. I am looking for them and Northern Dynasty Minerals NAK to both be bought out by the seniors. I am trying to keep this portfolio solely stocks with an interest in Alaska though, so unless a company is actively doing business up here I am staying away from them.
Remember if you cant grow it, you have to mine it.
The Bombadieer.
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Investing IQ
160
11/11/09 09:59 PM
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Tom, whats your thought on shorting GDXJ while holding gold stocks for the long term? Sort of a hedge against the price of gold going up too much. Im thinking it makes sense for me, as I believe gold to be overvalued at the moment and am long on gold mining.
The Bombadieer.
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Investing IQ
144
11/04/09 12:57 AM
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commodity equities that is
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Investing IQ
144
11/04/09 12:56 AM
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Tom, I am NEVER married to any thesis or position. The world changes and so do I. The push/pull in the market right now is very obvious: deflation vs. inflation...today's best investments can be tomorrow's worst investments...the question I have is can the government kick the can down the road I do no think the private sector is ready to take over for the public sector's spending...my contention Tom is this time is different with regards to the consumer...the decrease in private sector credit is very alarming to me... take a gander at this article: http://www.zerohedge.com/article/guest-post-dear-prudence-wont-you-come-out-playIf I ever come to the let's kill the dollar and buy commodites...I will simply be renting the equities not owning them |
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10/29/09 10:30 AM
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why you feel you are violated. Here in Kaching?
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| Virtual Portfolio Value |
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$158,516,141 |
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Want to mirror our best investors in your own brokerage account?
Visit the Find a Genius page to choose your ideal Genius, fund an account and we'll mirror the Genius's trades for you.
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How it works
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Returns
S&P 500
Tom
Rank (1m): 13,532
Gain (1m): 0.7%
Rank (3m): 3,882
Gain (3m): 5.5%
Rank (1y): 1,005
Gain (1y): 67.9%
Rank (1y): 1,005
Gain (1y): 67.9%
Allocation
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Financial (13%)
Industrial (20%)
Utilities & Energy (66%)
Cash (1%)
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Industry
Market Cap
Style
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Large Cap (63%)
Micro Cap (3%)
Mid Cap (20%)
Small Cap (10%)
Cash (4%)
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Industry
Market Cap
Style
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Long ProShares Ultra Oil & Gas
17-Nov-2008
There are many factors determining future oil prices. It cannot be stressed enough that cheap plentiful oil has been the lifeblood of the US industrial revolution and is being used to catalyze economic growth of BRIC countries. Being so important to the More »Long Central Fund of Canada Limited
09-Nov-2008
The US Federal Reserve recently updated its balance sheet and it has topped 2 trillion dollars and is expected to grow to over 3 trillion in the next two months. With the financial implosion of credit contraction and mortgage catastrophe spreading to main More »
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