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
Jul 23, 2010
Dave Ambrose - View Profile
Personal Track Record
| Inception date | June 25, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 25, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 248.85 | 4.41 |
| 3 month (%) | 201.43 | 4.76 |
| 1 year (%) | 11.23 | 2.09 |
| Annualized since inception (%) | -35.60 | 0.68 |
| Since inception (%) | -79.54 | n/a |
| Sharpe (annualized) | -0.35 | 0.01 |
| % of positive months | 36.36 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Who am I and what's the strategy? June 25, 2008
Well, here's my first entry on a blog ever, so here goes. I left the corporate world at 30 to invest on my own and take care of my daughter, Reese who was born on 6/4/07. I was able to do this mainly because my Grandmother loaned me $3,000 to start a trading account in 2001 (thanks, Shorty). I was able to grow that account to over $480,000 by 2006 (was pushing around almost $1,000,000 with margin at the time) when I decided to take some cash out to pay down some business loans I owed.
When......
- Job Title Retired
- Industry Computer Software
- Expertise 5-10 years
- Education MA Software Engineering, Fairfield University
- Qualifications School of Hard Knocks
- Year of Birth 1976
- Country United States
- State Connecticut
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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.