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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 08, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date July 04, 2008
Long/Short Long only
Cap bias Mid cap
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 July 04, 2008 Member S&P 500
Month to date (%) 2.92 4.41
3 month (%) 2.35 4.76
1 year (%) -4.67 2.09
Annualized since inception (%) -8.13 0.68
Since inception (%) -26.19 n/a
Sharpe (annualized) -0.20 0.01
% of positive months 51.16 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Quanex Building Products Corp (NX) Let's Visit Building Materials! July 21, 2008

    Yes, I know this is a taboo sector - and yes, I know that this sector is married to the housing bubble, the finance industry, and the homebuilders.
    Now, although I am a realistic investor, I have seen both ends of the economic cycle. Of which, we are obviously enduring a low point at this time. But, there will come a time when the building/construction materials sector will rally. And, at this point, taking a position in Quanex, could be attractive for your portfolio.
    Yes, this was once a......

    Read More >

Atlantic Equity Profile Picture
  • Job Title Director of Recruiting
  • Industry Staffing and Recruiting
  • Expertise 5-10 years
  • Education Peirce College
  • Qualifications Heavy research in sectors & industries
  • Year of Birth 1969
  • Country United States
  • State Pennsylvania

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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.