Personal Track Record
Trading ETFs with objectives of income, growth and capital preservation
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
May 07, 2011
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 14, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.41 | 4.41 |
| 3 month (%) | 1.53 | 4.76 |
| 1 year (%) | -32.46 | 2.09 |
| Annualized since inception (%) | -11.90 | 0.68 |
| Since inception (%) | -28.38 | n/a |
| Sharpe (annualized) | -0.47 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Recent performance October 05, 2010
As the equity curve shows, my recent performance has been better than usual. I made some changes, basically out of necessity, and the results speak for themselves.
I focus on trading ETFs as they provide a higher winning percentage than stocks and lower risk of catastrophic loss. Over the summer I used Thinkorswim's Prodigio application to backtest trading strategies and found some interesting ones. Most of the interesting ones with high winning percentages had the drawback of......
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Removed hedge; sold SDS May 07, 2010
SPX 1127 close, (buy range 1150-1100), VIX extended, SPXA50R (market breadth) 27 extremely oversold, and a nice profit on SDS all means time to sell SDS, removing the hedge and letting JNK rise with the market.
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Holdings are correct now April 21, 2010
Holdings were not updating for a while but they are now. Good work Yodlee, and no more changes, please, Zecco!
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Indicators Update March 24, 2010
Indicator
Date
Value
Status
3/24/10 intraday
17.53
N/A
3/24/10 intraday
Apr 10 @ 20.00
Backwardation
3/24/10 intraday
Nov 10 @ 23.80
Backwardation
3/24/10 intraday
16.40, 18.12
Between bands
3/24/10 intraday
15.99, 19.58
Between bands
3/24/10 intraday
Mar 23 @ 90.00
Elevated
......
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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.