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Personal Track Record

Elder's Triple Screen Strategy for market timing and CANSLIM for stock screener.

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
INDIVIDUAL
INVESTOR

Personal Track Record

Inception date January 31, 2010
Strategy Opportunistic
Asset Class All US equities
Long/Short Long only
Cap bias Small cap
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception January 31, 2010 Member S&P 500
Month to date (%) 8.02 4.41
3 month (%) -4.15 4.76
1 year (%) -15.87 2.09
Annualized since inception (%) 11.20 0.68
Since inception (%) 23.70 n/a
Sharpe (annualized) 0.28 0.01
% of positive months 44.00 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Stock Picks for 2011 January 03, 2011

    It’s a new year; and it is time to reveal our stock picks for 2011. As some of you might already know, there is a stock picks competition among Canadian bloggers. Each of us has to pick 4 stocks (American and/or Canadian stocks) in equal dollar amounts to sit for the duration of the year. No changes are allowed until the end of the year.

    Here are our stock picks for 2011:

    APKT – Acme Packet. It is our stock pick for cloud-computing. We believe that cloud computing is the future and Acme Packet is......

    Read More >

  • Result of 2010 Stock Picks Competition January 03, 2011

    Last year, we participated in the stock picks competition among Canadian bloggers. You can see the complete result below.

    As you can see, our performance was not that good for last year. Our return was only –7.05%. We couldn’t even beat the benchmark, S&P 500, which returns more than 12%; and Nasdaq, which returns about 17%.

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    Read More >

  • Happy New Year 2011 January 03, 2011

    [IMAGE]

    First of all, happy new year to all of you!

    It’s been a while since we updated this blog. Yes, we were so busy in the second half of 2010. First of all, we bought a resale house in Ontario as our primary residence. After that, we did a little bit of renovations to our house. Then, our tenant in British Columbia told us that they also bought a house. This means we have to either find a new tenant or sell the property. We finally decided to sell the property.

    Finally, we are now in the new......

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  • Does House Price Always Go Up? July 20, 2010

    When I was kid, my mom always told me to invest in real estate. Why? She said that the number of people is always increasing; while the land is not. It means that the house price will always go up. Well, we live in Indonesia, a developing country; so population was (and is still) growing.

    Now, we realized that it is not true that house price will always go up. The Big Picture has shown a chart of global housing price. It compares housing price in a couple of countries from 1997 – 2008.

    As you can......

    Read More >

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.