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
May 20, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 12, 2010 | Member | Nasdaq Composite |
|---|---|---|
| Month to date (%) | 3.23 | 8.01 |
| 3 month (%) | -2.69 | 4.82 |
| 1 year (%) | -21.95 | 4.21 |
| Annualized since inception (%) | -16.82 | 3.93 |
| Since inception (%) | -31.51 | n/a |
| Sharpe (annualized) | -0.63 | 0.15 |
| % of positive months | 40.00 | 54.05 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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4G pioneers January 12, 2010
Ok CLWR was a gamble and it sorta paid off. I bought them because Im very excited by the prospects of 4g development.
Theyve successfully raised capital many times over and have a big wireless operators (Sprint) backing them.
With things like the new Ford Fusion being moving hotspots - lots of applications for WiMax.
For me 3G vs Wimax is turning out to be the BLue-ray vs HD-DVD / VHS vs BetaMax fight. If WiMax wins, CLWR pops big time!
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ERTS and videogames January 12, 2010
Was watching the decline of ERTS since $25. I went in at $16.2 expecting a healthy bounceback, these guys are the MS for videogames. Nonetheless theyve adjusted their guidance and have taken a beating again.
ATVI on the otherhand has performed better and this has to do with their fundamental strategy of keeping things small and manageable while ERTS is gobbling up everything in sight.
GME being the retail entity in this sector is facing stiff competition with Walmart and I dont like that......
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Dry Bulk index January 12, 2010
After surveying the Dry Bulk Index, I decided to go with Diana because of relatively less debt exposure and "conservative" styled management. 1B+ Market Cap and has been delivering a steady 20+% return.
My assumption is that the Transportation sector is possibly the purest indicator of the state of the Global Economy, shipping is a microcosm of this and the Dry Bulk sector, a pretty indicative sector.
Global trade took a hit during the recession with only China driving imports.
Im also looking at......
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SNV, STL - small Financials pulling through January 12, 2010
SNV and STL are two regional banks that were hurt pretty bad during the recession but are looking good fundamentally (they are clearing off their debts pretty nicely)
- 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.