Jonathan Cooper Track Record
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Jonathan Cooper Seeking Alpha Track Record
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Link to Seeking Alpha ArticlesMost Recent Article: 2017-12-14
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Notes
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This document is intended primarily for me to be able to track my past performance, as I have found sites like TipRanks.com spotty, and I'd like to be able to compare my performance against relevant indices rather than generic ones.

Because my analysis clusters in certain cyclical sectors (e.g., airlines), I believe a comparison to relevant indices is more appropriate than raw returns. My goal is to beat the relevant index, if possible, unless I believe an entire sector is undervalued. For example, my goal is for my airline picks to beat the relevant airline indices. I hold hedged positions within the airline sector specifically, and voice no opinion on whether the sector will beat the market as a whole.

I do not recommend investing only in my picks, as I do not review a diversified portfolio of companies. Airlines are cyclical, and being too heavily invested (without diversification) in airlines is unduly risky.
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Summary
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Articles Published25
Success Against Indices
BuyHoldSell
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Unique Stocks Covered20Recommendations1933
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Successful (> 5% Up)6N/A2
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Success Rate Against Indices
Neutral vs Index3N/A0
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Successful Picks (> 5%)36%
Unsuccessful (> 5% Down)
10N/A1
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Neutral Picks (-5% to 5%)14%
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Unsuccessful Picks (< -5%)50%
Average Return vs Index
BuyHoldSell
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Airlines
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Average Picks Return vs Index
12.9%Non-Airlines14.9%
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Average Return of Indices0.0%All Stocks14.9%
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Average Total Return of Picks
0.7%
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Average Index Return
BuyHoldSell
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Airlines14.1%
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Non-Airlines234.3%
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All Stocks87.5%
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Average ReturnBuyHoldSell
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Airlines-7.6%14.1%
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Non-Airlines4.3%234.3%-17.7%
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All Stocks-2.0%87.5%-17.7%
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