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
Aug 07, 2010
Anuj Gupta Gupta - View Profile
Personal Track Record
| Inception date | July 24, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 24, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.68 | 4.41 |
| 3 month (%) | 8.52 | 4.76 |
| 1 year (%) | 17.04 | 2.09 |
| Annualized since inception (%) | -4.12 | 0.68 |
| Since inception (%) | -17.37 | n/a |
| Sharpe (annualized) | -0.12 | 0.01 |
| % of positive months | 60.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Biotech May 06, 2008
I never had biotech stock in portfolio. Recently I saw a recommendation for DNA. The stock is at 68 and analyst recommends it to goto 85. Charts show almost a bottom. I'm going to pick up some min order quantity (MOQ) of this stock.
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Sprint May 06, 2008
I'm a believer in stock screener. In a recent stock screen, I realized S has gone down significantly and there could be a reflection point. Hence I picked up my min order quantity ($5000) of S and so far it doing good. I had a limit to sell of 9.90 but after recent news, I have moved the limit to 11. I think this has a potential.
UPDATE: After recent events, I realized I made my target 25+% out of the stock and there might not be a buyout by Tmobile. I dont have anymore use of this. Since I can......
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Finance Stocks May 06, 2008
I think most finance sticks have hit a bottom so its a good time to buy some. I've picked up GS, LEH and XLF options, which are already up a little. Target to sell these is at 25% gains. I might stick till they loose 10-15% range but not more.
Update: I am already loosing 9+% on LEH. I am going to sell it soon.
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China May 06, 2008
Most of my China stocks dipped upto -50% but I am believer in China story as I have always said and my stocks are back in -10 to -20% range. I am going to wait till end of the year and Olympics to pass before I sell off.
- Expertise 1-5 years
- Country United States
- State Illinois
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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.