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 09, 2008
david_whitmer - View Profile
Personal Track Record
| Inception date | June 28, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.24 | 4.41 |
| 3 month (%) | -1.97 | 4.76 |
| 1 year (%) | 1.70 | 2.09 |
| Annualized since inception (%) | -14.68 | 0.68 |
| Since inception (%) | -51.83 | n/a |
| Sharpe (annualized) | -0.38 | 0.01 |
| % of positive months | 46.43 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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An Energy and C&E play July 06, 2007
Fundamentals: The crack spread may have narrowed a bit with oil going higher and RBOB down a bit, but come on, RBOB ain't coming down in any significant percentage. You can read up on the company's activities, they actually try and price gas cheaply at their 7-11's and get people to come in and buy the slushee, which is where they prefer to make their profits and keep good faith with their customers with a little cheaper than the competition's gasoline price. Additionally, Alon makes......
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Initial Decision July 02, 2007
Fundamentals: Old Arthur Anderson guy is the CEO that was disgusted with the industry and left to start his own company. Consulting across a variety of industries, they are growing earnings like crazy. Technicals: HURN broke above a $70.22 buy point on 6/20 on twice normal volume. I was a little late to this one, but still within 5% of the initial buy point.
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Initial Decision July 02, 2007
Fundamentals: Anixter Intl. is a worldwide electrical parts distributor. Their ability to grow earnings is nothing short of astonishing. The price of copper has greatly helped with this. So if you get in on this trade, watch for the price of copper to fall. Doesn't sound possible, but be mindful of any slow-down in construction worldwide. Yeah, right. Technicals: AXE broke out on 6/29 above a $74.75 buy point on 120% greater than average volume. A clear sign this stock is ready to run.
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iPhone integration July 02, 2007
As I talked about in my Apple rationale. I got hold of an iPhone on the first day. I am very happy that I had built up a nice position going into today in Google. YouTube integration with the iPhone is fantastic. Additonally, Google is the default search engine on iPhone and it has Google maps working great. Interestingly, Yahoo is what is used for Finance. I don't that's a strong enough argument to make Yahoo a buy though.
- Expertise 5-10 years
- Country United States
- State California
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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.