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, 2008
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 17, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 9.26 | 4.41 |
| 3 month (%) | 11.86 | 4.76 |
| 1 year (%) | -2.87 | 2.09 |
| Annualized since inception (%) | -2.45 | 0.68 |
| Since inception (%) | -9.73 | n/a |
| Sharpe (annualized) | -0.07 | 0.01 |
| % of positive months | 56.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Macworld Expo usually a good surprise January 02, 2008
Apple will continue to dominate the portable music space and will become a bigger player in the video space this year. iTunes movie rentals coming later this month will make media consumption more immediate than NetFlix. Will have to see how the pricing model unfolds for this service iPhone is the best consumer phone in the market and will become even more popular with a G3 debut later this year
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moved out of GULSF January 02, 2008
mid term trend does not look promising. moving to cash for short term and possible income position in mid term
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high dividend yield December 17, 2007
energy sector, high dividend yield, weak dollar helps the exchange
- 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.