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
bejshepherd - View Profile
Personal Track Record
| Inception date | July 06, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception July 06, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -0.16 | 4.41 |
| 3 month (%) | -9.00 | 4.76 |
| 1 year (%) | -9.54 | 2.09 |
| Annualized since inception (%) | -30.61 | 0.68 |
| Since inception (%) | -81.23 | n/a |
| Sharpe (annualized) | -0.62 | 0.01 |
| % of positive months | 43.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market report: 2007-08-03 August 03, 2007
Let’s be honest with each other and just lay it out there: The markets suck. And if you’ve been in them for the past month, more likely than not, you’ve lost money because no sector has been truly immune to the drops in the indexes. We could give you a blow-by-blow of what’s happened with an in-depth analysis, but lately, you can’t open the newspaper or turn on the television without some pundit pummeling you with their opinion. So, suffice it to say, the markets took another......
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Strong Support July 19, 2007
06-Jul-07 Delhpi Corporation, a leading US autoparts manufacturer and spin-off from GM, has recently reached agreements with the UAW to drastically cut wages and benefits which had been the last hurdle to the company exiting Chapter 11. Now that it can manufacture parts at a lower per-unit cost as its labor costs have been drastically reduced, it is now positioned to be a major global competitor in its space. As a kicker, once it has emerged from bankruptcy protection, I believe it will......
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Moving Towards The Future July 19, 2007
07-Jul-07Clean Energy Fuels Corp just recently completed their IPO with a less than stellar performance. However, I don't think that's a reflection on the company as much as just general economic conditions. That markets feel jittery to me, as though everyone's waiting for the other shoe to drop in such an extended bull run. I personally think we're way overdue for a decent correction. At any rate, CLNE is a provider of natural gas to fuel fleet automobiles, natural gas burning cars and some......
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Hybrids July 09, 2007
Solomon Technologies, Inc is a developer and manufaturer of of electric drive systems, like those found in hybrid vehicles. They currently have international exposure, marketing their products worldwide, and announced on Friday that they have signed a new contract valued at about $500,000. While that may not sound like a huge sum, this is still a small company and every little bit helps. They are currently engaged in a patent infringement dispute with Toyota, alleging that the large auto......
- Expertise 1-5 years
- Country United States
- State Virginia
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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.