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 28, 2009
carabeth - View Profile
Personal Track Record
| Inception date | June 05, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.63 | 4.41 |
| 3 month (%) | -5.28 | 4.76 |
| 1 year (%) | 32.80 | 2.09 |
| Annualized since inception (%) | 16.05 | 0.68 |
| Since inception (%) | 100.18 | n/a |
| Sharpe (annualized) | 0.48 | 0.01 |
| % of positive months | 66.07 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Rimm baby October 26, 2007
Blackberry comrs to China- ya think??????????yippee!!
-
Microsoft October 26, 2007
I knew this one was a keeper. XBox 360, lots of cash, vista- on the wya up finally!
-
rimm August 26, 2007
no one doesn't love blackberry
-
Steve June 08, 2007
obviously chose apple based on the the fact that Steve Jobs can do no wrong. I have the stock for years and it has split once and surpassed all expectations from anyone in the industry. His ability to nail whats cool and whats next as well as the smartest hippest marketing campaigns have set the pace for everyone else.
- Expertise 1-5 years
- Country United States
- State New York
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.