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
May 25, 2010
Bob Janssens - View Profile
Personal Track Record
| Inception date | March 07, 2008 |
| 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 March 07, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -5.22 | 4.41 |
| 3 month (%) | -0.37 | 4.76 |
| 1 year (%) | -8.95 | 2.09 |
| Annualized since inception (%) | -27.41 | 0.68 |
| Since inception (%) | -71.39 | n/a |
| Sharpe (annualized) | -0.62 | 0.01 |
| % of positive months | 36.17 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Why I bought KGC April 17, 2008
I had held Royal Gold (RGLD) and made a nice profit. However, over time, it started really underperforming the gold sector. So I was looking for a new gold play. My criteria were: a multi-year track record of consistent performance, relatively large cap. In addition, I like to have a good feeling about the company I invest in. KGC easily met the first two criteria. For the "good feeling", I was impressed by the corporate responsibility section on their website. I know it is very difficult to......
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Why I originally bought EMR March 31, 2008
Since 1980, this stock has consistently doubled about once every six years. Every five years if you disregard the burst of the tech bubble and aftereffects of 9/11. In addition, they pay a reasonably sized dividend. They are very diversified internationally, and supply basic industrial equipment that continues to be needed by the big emerging economies as they build their infrastructure.
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How I tripled my money March 27, 2008
I started about 3 yrs before inception of my covestor account by buying RGLD. When it doubled, I put half in PBR. When it doubled I put half in EMR. Those moves tripled my original investment.
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Why I originally bought RGLD March 27, 2008
I have for years believed that the govt. is printing dollars and that the only reason we have not see massive inflation reported is a) Chinese and others invest their dollars back into us treasuries, b) inflation is purposely under-reported and has actually been higher. So I wanted a stock that tracks the value of "real" money. I was attracted by the royalty model of RGLD, thinking it would minimize the effect of all other factors beside the price of gold on the stock price. And yes, I doubled my......
- Expertise 5-10 years
- Country United States
- State Florida
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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.