Personal Track Record
Seeking long-term capital growth by investing in securities around the globe with the best potential for total return through a combination of capital appreciation and income - a worldwide growth and income value blend.
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
Nov 19, 2011
Chris Zee - View Profile
Personal Track Record
| Inception date | August 01, 2009 |
| Strategy | Value |
| Asset Class | ETFs and large cap |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception August 01, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -2.74 | 4.41 |
| 3 month (%) | 10.75 | 4.76 |
| 1 year (%) | 22.71 | 2.09 |
| Annualized since inception (%) | 20.95 | 0.68 |
| Since inception (%) | 36.15 | n/a |
| Sharpe (annualized) | 1.23 | 0.01 |
| % of positive months | 68.42 | 60.81 |
Past performance is not indicative of future performance
- Expertise 10-20 years
- Country United States
- State Nevada
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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.