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
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Personal Track Record
| Inception date | June 06, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 06, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -3.44 | 4.41 |
| 3 month (%) | 3.01 | 4.76 |
| 1 year (%) | 22.21 | 2.09 |
| Annualized since inception (%) | 9.69 | 0.68 |
| Since inception (%) | 53.88 | n/a |
| Sharpe (annualized) | 0.44 | 0.01 |
| % of positive months | 60.71 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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OKS August 04, 2008
OKS is cheap compared to peers. The yield is attractive and yes...its is close to its 52 week low. I plan to add more when possible.
-
ED August 02, 2008
I have added Con Ed to my portfolio with a 27% makeup of the portfolio. I love the yield, the stabilty and the sheer value here.
- Job Title Teacher
- Industry Education Management
- Expertise 5-10 years
- Education SouthEastern Okla State University
- Year of Birth 1974
- Country United States
- State Texas
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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.