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
Feb 01, 2012
bleu - View Profile
Personal Track Record
| Inception date | September 09, 2009 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 09, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 15.49 | 4.41 |
| 3 month (%) | 17.28 | 4.76 |
| 1 year (%) | -56.50 | 2.09 |
| Annualized since inception (%) | -13.53 | 0.68 |
| Since inception (%) | -29.43 | n/a |
| Sharpe (annualized) | -0.18 | 0.01 |
| % of positive months | 48.28 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Options on my mind.. September 11, 2009
So, today I found out that I'm approved for options trading. However, it looks awefully complicated!
So, 'Long Call' seems to be way to go. Limited chance of lost with potention unlimited rewards! It can't get anymore exciting!
If anyone can spare some time to help me strategize or explain basics, I would appreciate it.
As an individual who has always learned things the hard way, this isn't one of those things I'd like to learn the hard way.
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Quietly accumulating for 3+ years September 10, 2009
This one was based on Ted Warren's 'Investolator' philosophy. Least my best approximation of one.
Four Stages:
Accumulation-Base (current stage)
Mark Up-Rise (I'm hoping for!)
Distribution-Top(Payday)
Drop-Markdown(Hopefully I won't be around for this)
With three years of accumulation I'm aiming for 400% profit here. My fingers are crossed.
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Too early for rationale. September 10, 2009
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In next few years Hispanics will be the majority September 10, 2009
So, I felt it couldn't hurt to have stocks in Spanish media company originated in Delaware.
- Industry Computer Networking
- Expertise 1-5 years
- Qualifications none really, but I love to learn and can be taught.
- Year of Birth 1978
- Country United States
- State Washington
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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.