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
Jun 10, 2010
davidha - View Profile
Personal Track Record
| Inception date | January 02, 2008 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 02, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.02 | 4.41 |
| 3 month (%) | 5.97 | 4.76 |
| 1 year (%) | 4.11 | 2.09 |
| Annualized since inception (%) | -0.10 | 0.68 |
| Since inception (%) | -0.42 | n/a |
| Sharpe (annualized) | -0.01 | 0.01 |
| % of positive months | 55.10 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Rationale still stands January 18, 2008
Coldwater is in my portfolio because it is a solid company targeting a large segment of the women's apparel market that receives limited attention currently - the older, and more wealthy, women's market. I've lost a big chunk of change having had an average buy in at around $18.50 but being able to double up at $3.88 is just too tempting. It will be a while before I get back to black ink but it is a good bet that I will and if I didn't own it currently, I would be thinking that I am getting in at......
-
Say goodbye to RTLX January 03, 2008
Three deals for sale of supermarket management software Retalix expected to nail in the Q4 period failed to materialize. The new estimates are a loss of $2.8 mn to a gain of $500,000 for the quarter. This holding has been a very small (and losing component of my portfolio, it was time to exit).
- Job Title High School Principal
- Industry Education Management
- Expertise 5-10 years
- Education Working on doctorate at Lehigh university
- Qualifications Chartered Financial Planner
- Year of Birth 1955
- Country China
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.