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
Aug 09, 2010
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 07, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | -10.08 | 0.68 |
| Since inception (%) | -39.02 | n/a |
| Sharpe (annualized) | -0.30 | 0.01 |
| % of positive months | 17.86 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Waiting on merger news December 24, 2007
Merger play... If the gets through, great I'm good. If not, protective stops will save my butt from too much pain.
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Well shoot... December 24, 2007
WM was a mistake. We all make them. Now after getting my hat handed too me I have to decide to either hold on to this losing position or sell out of it. It's such a small portion of my overall portfolio that I may just hold it.
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Awesome dividend play December 24, 2007
Great company with good balance sheet and money pouring out the gills. Good return from my entry point and the dividends are a nice bonus.
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Largest holding December 24, 2007
I'm not the only person addicted to my BlackBerry. These things keep selling, great upside on the earnings. RIMM should just keep growing. Medium- to long-term play.
- Expertise 1-5 years
- Country United States
- State California
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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.