Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
da - View Profile
Personal Track Record
| Inception date | May 17, 2008 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception May 17, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.13 | 4.41 |
| 3 month (%) | 1.13 | 4.76 |
| 1 year (%) | 2.18 | 2.09 |
| Annualized since inception (%) | -5.61 | 0.68 |
| Since inception (%) | -19.31 | n/a |
| Sharpe (annualized) | -0.27 | 0.01 |
| % of positive months | 51.11 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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ORCL - my first stock May 27, 2008
ORCL was my first stock purchase about eight years ago. It seemed like a great play in software, and Iike Larry Ellison's kill-or-be-killed attittude (I enjoy his sailing endeavors too). As soon as I bought it, the share price fell quite a bit. So I bought more. A year later, I made a lot of money on this stock, enough to sell some and pay for my honeymoon.
I still have quite a few shares, at a price 2.5 times what I paid for it, and out of nostalgia, it will be tough to get me to ever sell......
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Why QTWW? May 27, 2008
Purely a speculative play I made 2 years ago from a Business Week article. Alternative energy needs seem to be in strong demand, and Quantum could become utilized in the automotive market.
This stock was beat down since I bought it, and I was getting down on my decision (especially when I found out they own a limousine company - what the #%$*). Instead of buying more at 50 cents, I held on. I am now turning a hefty profit, and wish I bought more at 50 cents.
I don't know when to sell, but......
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O Canada! May 27, 2008
The canadian dollar is getting stronger, and the country seems to be a safe bet in terms of international holdings. There is no political/military strife like in many other developing countries, yet I read that Canada is put in the same risk bucket as them, keeping prices relatively down.
I purchased Suncor (SU) and Teck Cominco (TCK) early in 2008. I've been very happy with these decisions so far. Oil companies are making profit, and I think the Oil Sands, as expensive as it is to extract......
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Buffet on Railroads May 27, 2008
I chased Buffet on my railroad purchases. I purhased BNI early last year. I also purchase UNP as it seemed like good diversification within the industry.
I like railroads because they are needed to transport imports, exports, and much of our grains (think corn for ethanol). Also, as fuel prices continue to soar, I expect a shift from over-the-road trailers to the rail system, which is much more fuel efficient.
- Expertise 5-10 years
- Year of Birth 1974
- Country United States
- State Illinois
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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.