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

Jan 11, 2011

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date September 26, 2007
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 09, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception September 26, 2007 Member S&P 500
Month to date (%) 5.38 4.41
3 month (%) 4.24 4.76
1 year (%) -2.79 2.09
Annualized since inception (%) 4.58 0.68
Since inception (%) 21.53 n/a
Sharpe (annualized) 0.17 0.01
% of positive months 56.60 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Strong mobile platform October 18, 2007

    Nokia's devices are among the most powerful and respected around, and they also sell gobs of them. They offer features that other 'it' devices don't and continue to have a strong following. Those facts alone don't guarantee success but I think Nokia will have strong growth in the next few years.

    Read More >

  • Google has a very strong future October 18, 2007

    Despite all the hype around Google and the possibly inflated stock price they really do have an extremely strong technical platform and team. They've not yet hit their peak and will continue to innovate for a few more years at least.

    Read More >

Dallas Kashuba Profile Picture
  • Industry Internet
  • Expertise 1-5 years
  • Education BS Computer Science
  • Year of Birth 1975
  • Country United States
  • State California

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.