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
Jun 17, 2010
cjeagle13 - View Profile
Personal Track Record
| Inception date | September 22, 2009 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 22, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.12 | 4.41 |
| 3 month (%) | 0.07 | 4.76 |
| 1 year (%) | 12.91 | 2.09 |
| Annualized since inception (%) | 37.47 | 0.68 |
| Since inception (%) | 112.02 | n/a |
| Sharpe (annualized) | 1.12 | 0.01 |
| % of positive months | 72.41 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Finding Success in IPO's September 24, 2009
A123 Systems, a large supplier of rechargeable lithium-ion batteries, made it's initial public offering today. The shares, which earlier this week were projected to price somewhere in the $8-$9.50 range, priced today at $13.50. The deal raised around $380,000,000 and had a great deal of success once the first trade was made. The price opened on the NASDAQ at $17, up 26% from the IPO price. The closing bell has just been rung and the stock has closed at $20.29, up 50.3% from the IPO price.
I......
- Expertise 1-5 years
- Country United States
- State Ohio
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.