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
8stockportfolio - View Profile
Personal Track Record
| Inception date | August 05, 2008 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 05, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -16.64 | 4.41 |
| 3 month (%) | -14.23 | 4.76 |
| 1 year (%) | -29.07 | 2.09 |
| Annualized since inception (%) | -39.11 | 0.68 |
| Since inception (%) | -82.32 | n/a |
| Sharpe (annualized) | -0.63 | 0.01 |
| % of positive months | 40.48 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Investing History Reflections Amidst Market Turmoil October 09, 2008
"I am still learning." -Michelangelo With the market plummeting on a daily basis, it's difficult to stay engaged and excited about the stock market- even for an optimist. It is surely past the point when it makes sense to sell any securities, and the world seems too uncertain to buy. My response ...
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Where is our Deus ex machina? September 29, 2008
Today we have witnessed the engineered bailout of America's fourth largest bank Wachovia (WB), failure to pass the government's rescue plan, and the largest point drop for the Dow in history. In ancient Greek tradgedies there was a plot device known as "Deus ex machina." This literally means "God from a ...
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Revisiting 20 Stocks Left Behind September 22, 2008
When I was picked stocks for the 8 Stock Portfolio, I had initially short listed a group of 28 stocks. I eventually removed 20 stocks and decided to focus on a select group of eight. I wrote a series of posts about the 20 Stocks Left Behind explaining my rationale ...
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Week Seven Performance: Down 0.31% (From Start: Up 17.71%) September 20, 2008
"Can't you understand what's happening here? Don't you see what's happening? Potter isn't selling. Potter's buying! And why? Because we're panicky and he's not." -George Bailey Around mid-week the overall performance of the 8 Stock Portfolio actually dipped into negative territory. At the time, every stock with a financial aspect was being ...
- Industry Information Technology and Services
- Expertise 1-5 years
- Country United States
- State New York
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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.