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
Apr 11, 2011
David Kessler - View Profile
Personal Track Record
| Inception date | March 31, 2009 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception March 31, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.44 | 4.41 |
| 3 month (%) | 3.07 | 4.76 |
| 1 year (%) | 7.04 | 2.09 |
| Annualized since inception (%) | 27.88 | 0.68 |
| Since inception (%) | 101.12 | n/a |
| Sharpe (annualized) | 1.01 | 0.01 |
| % of positive months | 68.57 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Remodeling in Progress August 24, 2010
Please excuse the current remodeling in progress. I hope to have the site back and better than ever by the end of Labor Day.
I must also apologize to many who have written me and not received a reply. I am working on that as well. If you did write and do not received a response by Labor Day (September 6, 2010), I strongly encourage you to follow-up.
I hope everyone is having a great end to their summer!
-GnDsville
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Morningstar Interviews Professor Bruce Greenwald June 03, 2010
Morningstar recently posted a four-part interview with Bruce Greenwald, Columbia Business School Professor and Director of Research at First Eagle.
Investors are again being offered an extraordinary opportunity to put capital to work in high-quality companies at a good price, says Columbia professor Bruce Greenwald.
Click below to view the videos:
Part 1 – Greenwald: Why First Eagle Favors Amex Over Citi
Part 2 – Greenwald: The Most Extraordinary Thing About This Market
Part 3 – Greenwald: ......
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Dropbox: A Request May 23, 2010
I have never really made any requests on this site but I am going to make a brief exception. For those of you who have never tried Dropbox, I highly recommend that you try it out. It is the best way I have found to sync files between multiple computers. I will paste the short details below, but you can go to Dropbox.com to learn more. Anyone who signs up can get 2GB of storage for free. However, for each referral you make, you can earn an addition 250mb of free storage. If you are interested......
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2010 Berkshire Hathaway Annual Meeting Notes May 04, 2010
Every year value investors are inundated with notes from the annual “Woodstock for Capitalists.” I have read many blog posts, notes, and accounts of the weekend. My friend Ben at The Inoculated Investor has posted what I believe to be the best/most complete notes I have seen this year.
Click here to see Ben’s notes on the 2010 Berkshire Hathaway Annual Meeting.
Thanks, Ben!
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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.