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 30, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 14, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 16.53 | 4.41 |
| 3 month (%) | 4.41 | 4.76 |
| 1 year (%) | -7.50 | 2.09 |
| Annualized since inception (%) | 1.06 | 0.68 |
| Since inception (%) | 5.02 | n/a |
| Sharpe (annualized) | 0.02 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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JADE July 20, 2007
I held this one for a couple years and sold due to concerns about management, and the potential delisting from NASDAQ because of late filing. I got out with slightly better than a 100% gain overall, which of course is not reflected by Covestor data. I may re-enter this one after the dust settles.
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Gotta Watch the Charts Better June 14, 2007
Stop losses are good for you. That's the lesson learned here. Time will tell the full tale, but right now my genius is looking dim. I got in this one at 46 cents.
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Investing vs. Trading June 14, 2007
When it was up 200%, I was tempted to sell, but I held instead and watched it go down to about 150%. Since I believe this is a long term story, I held through thick and thin. It has since recovered, and the position is now showing a 278% profit. I guess I'm not a "trader" after all.
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Woof woof June 14, 2007
This dog will be sold come tax time.
- Expertise 20+ years
- Country United States
- State Massachusetts
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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.