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 25, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception March 12, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 17.50 | 4.41 |
| 3 month (%) | 6.07 | 4.76 |
| 1 year (%) | 12.44 | 2.09 |
| Annualized since inception (%) | -0.90 | 0.68 |
| Since inception (%) | -4.33 | n/a |
| Sharpe (annualized) | -0.03 | 0.01 |
| % of positive months | 44.07 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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St Jude Medical March 12, 2007
Monthly chart is bullish with STJ appearing to be moving out of its long period of consolidation following the sell off at the beginning of 06. Weekly chart is bullish and have entered with a small initial holding.
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St Jude Medical March 12, 2007
Monthly chart is bullish with STJ appearing to be moving out of its long period of consolidation following the sell off at the beginning of 06. Weekly chart is bullish and have entered with a small initial holding.
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St Jude Medical March 12, 2007
Monthly chart is bullish with STJ appearing to be moving out of its long period of consolidation following the sell off at the beginning of 06. Weekly chart is bullish and have entered with a small intial holding.
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EBAY March 12, 2007
Monthly chart is bearish and weekly indicators are flashing that EBAY has the potential to travel further on the downside. However, momentum has not yet weakend so shall watch this one closely.
- Country United Kingdom
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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.