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
Dec 27, 2011
Adam Svatek - View Profile
Personal Track Record
| Inception date | October 31, 2008 |
| Strategy | Growth |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 31, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.57 | 4.41 |
| 3 month (%) | 3.35 | 4.76 |
| 1 year (%) | -24.09 | 2.09 |
| Annualized since inception (%) | -11.91 | 0.68 |
| Since inception (%) | -33.83 | n/a |
| Sharpe (annualized) | -0.21 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Week of May 30th May 29, 2010
Each week I am going to profile the companies I currently hold. this week I’l profile ASEI
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Week of May 16th May 16, 2010
A new week ahead of us. I have updated my watchlist for the week. This week the stocks include GRMN, CHL, TEVA, CELG, NGS, DRQ, GMCR. I am already heavy on the health industry so I am looking for a bit more diversity. The energy sector has really taken it on the chin from the gulf oil spill disaster. DRQ could be a good play. I am also very very interested in GRMN with a technology play.
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How many times.... May 10, 2010
Have I stated this blog over?
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Membership is free January 31, 2010
Who am I kidding. Until I can sustain reliable gains, this website will remain free.Moving on...the market recently has taken a turn for the lower. It’s time to start looking at some ETF’s for another leg down.
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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.