Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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Aug 08, 2010
ciassociates - View Profile
Personal Track Record
| Inception date | November 28, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception November 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 20.99 | 4.41 |
| 3 month (%) | -1.12 | 4.76 |
| 1 year (%) | -39.16 | 2.09 |
| Annualized since inception (%) | 5.90 | 0.68 |
| Since inception (%) | 27.07 | n/a |
| Sharpe (annualized) | 0.10 | 0.01 |
| % of positive months | 47.06 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Celebrate Drowning Sorrows November 28, 2007
Diageo holds a special place in the hearts of many of us here at C.I. Associates. They are involved in the production and distribution of a wide variety of beers, wines and especially liquors. Their brands are as ubiquitous as Guinness and Johnny Walker and as obscure as Periquita. With the growth of the middle and upper/middle classes in many emerging markets around the world (read: China) we believe that Diageo will profit greatly from an explosive growth in the size of their customer......
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Diversified Growth November 28, 2007
Google has been the darling of the stock market for the past few years: consistently beating earnings estimates and turning almost everything they touch into gold. The alchemists at Google are expanding into new areas of computing, communications and entertainment, stealing market share from of those industries' leaders (Microsoft, major TV networks, etc). Everyone who waited for a dip in share price before getting in was sorely disappointed, us included. We finally got our chance recently......
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Long Shot November 28, 2007
Our position in Finisar is our riskiest and most speculative play. Despite the company's financial problems, their optical data transmission products seem to be in high and continually increasing demand. We knew going into this one that it was all or nothing for this company. So far it has not treated us well, but our small position doesn't justify adding to our trading costs and the potential upside on a buyout or if a new CEO takes the wheel could put us back in black.
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Cornering the Market on Cool November 28, 2007
Apple, with Steve Jobs at the helm, has seen explosive growth in the past few years and we cannot see any reasons why this will not continue. The company has created exceptionally functional and stylish products. They have also cornered the market on "cool". Other companies may be able to produce superior products (though few have) yet Apple's brand is making its competitors all seem second rate. The company continues to consistently beat earnings estimates and is gaining market share in......
- Expertise 1-5 years
- Country United States
- State Michigan
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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.