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
Jan 11, 2011
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 21, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.91 | 4.41 |
| 3 month (%) | 1.10 | 4.76 |
| 1 year (%) | 0.72 | 2.09 |
| Annualized since inception (%) | -0.83 | 0.68 |
| Since inception (%) | -3.80 | n/a |
| Sharpe (annualized) | -0.04 | 0.01 |
| % of positive months | 57.14 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Yahoo September 22, 2007
Bought per Cramer recommendation and belief they would catch up to Google in search and find better ways to monetize their enormous userbase. Still waiting...
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Believed in Convergence September 22, 2007
Bought into convergence, then became classic, hold til it's profitable again when convergence turned out to be WAAAAAAY off base, very stupid buy. Think there's long-term value there, TWX will continue to be an entertainment player, and room for international expansion... we'll see. :)
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S&P 500 September 22, 2007
IRA money, vestigal Schwab fund before I got into Vanguard.
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Vanguard Rocks September 22, 2007
50% into S&P 500, perhaps a bit too conservative, but this is IRA money.
- Country United States
- State New York
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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.