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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 07, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date December 26, 2008
Long/Short Long and Short
Cap bias Micro cap
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception December 26, 2008 Member S&P 500
Month to date (%) -7.61 4.41
3 month (%) -16.72 4.76
1 year (%) 4.06 2.09
Annualized since inception (%) -23.45 0.68
Since inception (%) -56.34 n/a
Sharpe (annualized) -0.39 0.01
% of positive months 34.21 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Investing powers in the Myers Briggs personality profiles November 03, 2009


    I’ve recently rediscovered the power in the Myers Briggs personality profiles and now I’m wondering if they can be used to help you invest. I searched around on Google for a site that would list something like the 16 personality types and give well matched strategies for how each type should invest. I’d want to see where the investing powers are in addition to their weaknesses and blind spots for each type.  I’m going to dig deeper but if you have any hints into this, I’ve created a question for......

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  • Update to the Down Jones Industrials Percent Advancing Indicator October 29, 2009


    I’ve updated the Dow Jones Industrials percent advancing indicator for StrategyDesk to use the latest 30 stocks for the DOW. You can get the code for it from here.

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  • Investery.com is now in public beta October 15, 2009


    My StrategyDesk postings have have been a little quiet here for the last couple months. Here is a new site that I’ve been working on. Investery.com is now in public beta. Come help start the site off by asking (or answer) any investment questions you might have. You can ask questions without having to signup for an account. If you have any questions or problems with the site, feel free to contact me at dsmith at jetpad.com

    [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]

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  • Dow Jones Industrials Percent Advancing Indicator March 20, 2009


    Here is another example of me trying to work around the limitations of StrategyDesk. I wanted to look at the percent advancing indicators like the $NYAD but they don’t work in StrategyDesk. So I made my own. I initially created one for the S&P 500 by putting a line in a custom strategy for each S&P symbol like this


    (Bar[Close,D,0,ABT] > Bar[Open,D,0,ABT]) +

    and wrapped them all in a set of parenthesis, divided by 500, and then multiplied by 100 to convert it to a percentage.


    But unfortunately it was......

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David Smith Profile Picture
  • Job Title Programmer
  • Industry Internet
  • Expertise 10-20 years
  • Education MBA Technology Management
  • Qualifications none
  • Year of Birth 1963
  • Country United States
  • State Maryland

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.