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
Sep 27, 2009
Tom McMahon - View Profile
Personal Track Record
| Inception date | September 20, 2009 |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 20, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.04 | 4.41 |
| 3 month (%) | -1.24 | 4.76 |
| 1 year (%) | -21.09 | 2.09 |
| Annualized since inception (%) | -7.86 | 0.68 |
| Since inception (%) | -17.61 | n/a |
| Sharpe (annualized) | -0.26 | 0.01 |
| % of positive months | 48.28 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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BX - intial investment info. September 20, 2009
Taken at $14.05 on 9/16/09. Up 7% since then. 8.5% dividend, plus good way to play the long bet on reviving commercial real estate, among other holdings, with some of the smartest players in the business.
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USB - initial investment info. September 20, 2009
Taken at $21.95 on 9/11/09. Up 4% since then. 6th largest US Bank more conservatively managed than its larger siblings. Longer bet on fully reviving US ecomony, by which time this stock could return to its 52 wk high, nearly double 9/09 purchase price.
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X - inital investment info. September 20, 2009
Taken at $42.65 on 8/17/09. Up 15% since then. In the case of this industrial, book value means something. Purchased below book value per share price, expecting that this basic building block of economic recovery would once again rise to great heights.
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RIMM - initial investment info. September 20, 2009
Taken at $72.32 on 8/18/09. Up 16% since then. Cheaper P/E than Apple with an excellent opportunity to play the same expected explosion in mobile handsets. 55% market share in US.
- Job Title Retired
- Industry Banking
- Expertise 1-5 years
- Education BSBA, Boston University
- Year of Birth 1951
- Country United States
- State Massachusetts
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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.