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 25, 2010
adviceinvest - View Profile
Personal Track Record
| Inception date | January 16, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception January 16, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.75 | 4.41 |
| 3 month (%) | 12.75 | 4.76 |
| 1 year (%) | -2.54 | 2.09 |
| Annualized since inception (%) | 1.66 | 0.68 |
| Since inception (%) | 6.88 | n/a |
| Sharpe (annualized) | 0.04 | 0.01 |
| % of positive months | 59.18 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Hits and Misses February 04, 2008
A few hits to watch:
Capital Source (CSE) - No brainer buy, Its a REIT, lender, bank and private equity firm all in one with great management and a whopping dividend. Should continue to climb back towards 20. I Own it
Allied Capital (ALD) - This private equity firm is sticking with its 65 cent dividend, not too shabby, thats why I own it. Still down 20% over the past three months.
Jet Blue (JBLU) - The best airline when it comes to brand. People willing to pay a premium for good......
-
TXRH Watchlist idea January 16, 2008
Texas Roadhouse offers a reasonable product at a reasonable price. Menu prices slightly lower than competing steakhouse chains, and reasonable cost controls, gives this company an edge especially when consumer spending is in a downturn. People will always eat out, which is why less expensive quality restaurant chains will hold their own during the downturn. TXRH is one of those and I hold a long position in this well run company.
-
CAKE Watchlist idea January 16, 2008
Cheesecake Factory is the elite in the casual dining industry, which all other chains are measured against. Even in an economic downturn, the lines are still out the door on any given Saturday night. Although commodity and labor costs have increased industry-wide, they will always be ahead of the pack. I highly recommend this stock which is near a three year low and a bargain. I have held long positions in this stock since my very first visit to the chain in 1997 and continue to hold.
-
ALD Watchlist idea January 16, 2008
Allied Capital is a well run conservative private equity firm which invests medium sized companies. The stock has been beaten down from the low 30's form the industry-wide credit crunch. The dividend exceeds 10% and that alone make this stock a buy. I have a long position in ALD.
- Expertise 10-20 years
- Country United States
- State Maryland
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.