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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Feb 01, 2012
basicfiend - View Profile
Personal Track Record
| Inception date | December 17, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 17, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 13.11 | 4.41 |
| 3 month (%) | 3.25 | 4.76 |
| 1 year (%) | 0.53 | 2.09 |
| Annualized since inception (%) | 4.63 | 0.68 |
| Since inception (%) | 20.54 | n/a |
| Sharpe (annualized) | 0.13 | 0.01 |
| % of positive months | 58.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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SLT Watchlist idea December 27, 2007
Indian non-ferrous metal company. Growth in India manufacturing over the next 2 years should boost this stock.
-
PCU Watchlist idea December 27, 2007
Southern Copper is midway between a 52 week high and 52 week low, and paying a 2% dividend.
-
IRE Watchlist idea December 27, 2007
Stock is highly depressed (PE of 5.4) but continues to pay nice dividend. Looking to increase foreign, and this stock appears to be a bargain. Wouldn't buy and hold just for the dividend, so hopefully after credit crunch the price will recover.
- Job Title Consultant
- Industry Management Consulting
- Expertise 1-5 years
- Education MIT
- Year of Birth 1985
- Country United States
- State Wyoming
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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.