Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
Benjamin Winter - View Profile
Personal Track Record
| Inception date | September 09, 2007 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 09, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -0.33 | 4.41 |
| 3 month (%) | 0.46 | 4.76 |
| 1 year (%) | 68.45 | 2.09 |
| Annualized since inception (%) | 11.54 | 0.68 |
| Since inception (%) | 61.72 | n/a |
| Sharpe (annualized) | 0.30 | 0.01 |
| % of positive months | 54.72 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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PGH - High Yield MM November 02, 2007
I consider this stock my high risk high yield "money market" security. It's not that the stock itself is high risk, with a beta of .48, well below the industry average of 1.5. I consider it high risk in the fact that any depreciation in the stock price would eliminate some of the yield income.
-
DUG - Short Oil November 02, 2007
I've become very bearish on Oil on a short term basis. I also bought puts on USO.
- Job Title CPA
- Industry Accounting
- Expertise 5-10 years
- Education Macc Ohio State University, BBA University of Iowa
- Year of Birth 1982
- Country United States
- State Minnesota
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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.