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
Dallas Kashuba - View Profile
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)
| 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
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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.
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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.
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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.