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
Aug 10, 2010
Dave Jones - View Profile
Personal Track Record
| Inception date | July 01, 2008 |
| 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 July 01, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.97 | 4.41 |
| 3 month (%) | -10.28 | 4.76 |
| 1 year (%) | 50.04 | 2.09 |
| Annualized since inception (%) | 2.62 | 0.68 |
| Since inception (%) | 9.74 | n/a |
| Sharpe (annualized) | 0.06 | 0.01 |
| % of positive months | 53.49 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Multiple Track Records July 15, 2008
This is what I joined with and then summarily dumped because IMHO the overall market had run out of gas.
This was the actual performance over the 3 months I held the stocks.
Because I've been short on and off for the last year I resumed shorting Finacials and Homebuilders while long various commodities all via ETF's
This posture has served me well at Marketocracy where particpants run virtual mutual funds based on real world investments. My current standing is...... -
Long-term Performance Track Record July 02, 2008
Big Lots has a much clearer signal than 2-3 months ago... a buy at-the-market would be good with a stoploss of $30, where as a good buy stop would be above 35.
Yesterday strong-money moved to current market levels which for me is always a pivot-point... What happens in the next few days will determine whether or not I sell or hold as making money should be easy.
CON:
At the moment the price is down more than 3% as volatility tends to increase when strong-money levels move to the......
- Job Title IT Administrator
- Industry Non-Profit Organization Management
- Expertise 10-20 years
- Year of Birth 1963
- Country United States
- State Ohio
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.