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Personal Track Record

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  • It is a record of a member’s personal broker account as reported to Covestor
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Jan 11, 2011

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date December 30, 2008
Long/Short Long and Short
Cap bias No specific
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception December 30, 2008 Member S&P 500
Month to date (%) 5.46 4.41
3 month (%) 3.83 4.76
1 year (%) -0.79 2.09
Annualized since inception (%) 18.46 0.68
Since inception (%) 68.81 n/a
Sharpe (annualized) 0.76 0.01
% of positive months 55.26 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • My Investment Philosophy; 2009 Outlook & Trading Strategy January 04, 2009

    My Strategy


    My overriding investment strategy is based on a few pillars:




    • For the long term, you simply can't beat low-cost index funds to give you a market-tracking diversified base.

    • Invest only in companies you understand well. Very well.

    • Active trading is just gambling. Maybe not craps, but definitely poker. Skill can help, but it's still mostly luck.

    • Use funds only for long-term exposure to sectors with long-term growth potential where I cannot develop good information on individual stocks, and......

    Read More >

apinstein Profile Picture
  • Job Title President
  • Industry Internet
  • Expertise 10-20 years
  • Education BSBA & AB, Washington University
  • Year of Birth 1974
  • Country United States
  • State Georgia

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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.