Seeking Alpha
  • John Cofran
    YTD performance just surpassed the market ($SPY) with only 54% market exposure. That's Aplha my friends.
    4/5/13
    Reply (6)
    • Perkins Cove: On pace to beat the 21% you got last year?
      4/5/13
    • John Cofran: Probably not. I think the easy money has already been made. I expect a 15%-20% correction this year, so I will be happy with a +12% year.
      4/5/13
    • Perkins Cove: Kudos for your openness. Good luck!
      4/5/13
    • John Cofran: I rarely go short, so if I get better at that game I could see +16%. I keep a large core long portfolio, so I get hit some in down markets.
      4/5/13
    • Perkins Cove: Do you allow any long positions to go underwater?
      4/5/13
    • John Cofran: Yes. I am not so much a trader as an investor. I may make moves daily, but holding periods can be from less that a day to forever.
      4/5/13