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
Apr 21, 2011
Brian Walsh - View Profile
Personal Track Record
| Inception date | December 22, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 22, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.20 | 4.41 |
| 3 month (%) | -4.71 | 4.76 |
| 1 year (%) | 19.15 | 2.09 |
| Annualized since inception (%) | 18.74 | 0.68 |
| Since inception (%) | 102.78 | n/a |
| Sharpe (annualized) | 0.59 | 0.01 |
| % of positive months | 64.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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MOO January 01, 2008
This tracks the current boom in agriculture securities...which I believe will do well in 2008.
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ATPG December 26, 2007
Oil and Gas play with rising production that should translate into rising earnings and stock price. Good value.
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EFL December 22, 2007
Strickly long term dividend play.
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RF December 22, 2007
Currently unpopular Regional Bank that pays a nice dividend and currently trading below book value. Little or no subprime exposure and moderate growth prospects for 2008.
- Expertise 20+ years
- Country United States
- State Arizona
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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.