Personal Track Record
Global Macro Long / Short with Long bias. Equities, Futures, Forex. Principally US & UK equity markets. Large cap / liquid and index futures.
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
Andy Richman - View Profile
Personal Track Record
| Inception date | August 16, 2009 |
| Strategy | Macro |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 16, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.73 | 4.41 |
| 3 month (%) | 3.88 | 4.76 |
| 1 year (%) | 9.88 | 2.09 |
| Annualized since inception (%) | 12.51 | 0.68 |
| Since inception (%) | 33.68 | n/a |
| Sharpe (annualized) | 0.85 | 0.01 |
| % of positive months | 56.67 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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AA in out in out August 17, 2009
Sold this on Friday to lock in recent gains after a good run up and bought a few today on the dip to keep some continued exposure to AA. I still think this will gap higher once the automotives, industrials pick up and there is some better medium term visibility in the economy.
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ESRX Defensive Play August 17, 2009
Been watching this one for a while. Resiliance is key factor and once the hullabaloo of health care reform settles down Express Scripts are perfectly placed to grow whatever changes are implemented. Seen as a defensive play where the technicals look pretty strong.
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Can i keep it up August 16, 2009
Well so far this year i am up 16% (YTD) vs 11.1% for the S&P500. Now i need to see if i can improve on this and do it with the eyes of fellow covestors follwing me. This should be interesting. I sold out of a number of positions last week but may well get back into some of these this week. In particular VCBI and BAC.
- Industry Research
- Expertise 10-20 years
- Year of Birth 1965
- Country United States
- State Maryland
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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.