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 16, 2010
cherryyidaki - View Profile
Personal Track Record
| Inception date | November 09, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception November 09, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.25 | 4.41 |
| 3 month (%) | 8.30 | 4.76 |
| 1 year (%) | 6.99 | 2.09 |
| Annualized since inception (%) | -5.32 | 0.68 |
| Since inception (%) | -20.65 | n/a |
| Sharpe (annualized) | -0.13 | 0.01 |
| % of positive months | 54.90 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Vimplecom November 09, 2007
Hey, Russia is a big place, has a lot of influence and population - and everybody likes to have a cellphone anymore. Thinking of adding TKC to go alongside it in that sector of my portfolio.
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More copper November 09, 2007
Just picked this one up today after watching it for a couple of weeks. Copper has been veddy, veddy good to me this year and I think it's going to continue to shine for quite awhile.
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No, not Rio Tinto. November 09, 2007
This is a Brazilian iron ore miner you can still get into on a blue collar budget. Seems to be a healthy company and a good place to have some cash into outside the US.
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I sold my XOM November 09, 2007
It hadn't done much for me in months. But I wanted to keep some of my money in oil stocks, so I looked around and found PXP which seems fairly young and aggressive and exciting, rather than over-bloated, indifferent and boring.
- Expertise 1-5 years
- Country United States
- State Idaho
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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.