Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
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Personal Track Record
| Inception date | December 22, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 22, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.10 | 4.41 |
| 3 month (%) | -3.04 | 4.76 |
| 1 year (%) | -41.99 | 2.09 |
| Annualized since inception (%) | -7.75 | 0.68 |
| Since inception (%) | -28.26 | n/a |
| Sharpe (annualized) | -0.20 | 0.01 |
| % of positive months | 52.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Core Holding December 22, 2007
EEM makes a great core holding. I am planning on holding this as long as it makes sense to.
-
Undervalued December 22, 2007
Sterlite was knocked down recently and seems to be selling at a discount. Copper and India seems to be a rewarding combination.
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VM Ware December 22, 2007
EMC just has to be a good holding, someday it's ownership interests in VM Ware are going to be valued into the share price.
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Biogen Will Sell, EVentually December 22, 2007
When Biogen announced that it was no longer for sale, it seemed to be heavily oversold. I bought in at $55.75. I just don't think it will go much lower, and I won't be surprised to see it finally bought early next year.
- Expertise 1-5 years
- Country United States
- State Missouri
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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.