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
Feb 01, 2012
dbs132 - View Profile
Personal Track Record
| Inception date | July 28, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception July 28, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -2.52 | 4.41 |
| 3 month (%) | -3.13 | 4.76 |
| 1 year (%) | -8.99 | 2.09 |
| Annualized since inception (%) | 7.09 | 0.68 |
| Since inception (%) | 14.73 | n/a |
| Sharpe (annualized) | 0.02 | 0.01 |
| % of positive months | 41.67 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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NEOM is building momentum July 29, 2009
NEOM is a technology company managing a portfolio of patents related to 1D and 2D bar code reading, primarily for cell phone use. The idea is to offer content- advertising, special offers, product information- through the bar codes on products.
NEOM has entered into agrements with several service providers in Europe, and now they have announced today that they have licensed technology in the US to Mobile Tag. Market seems pleased with this announcement, as the stock is up $0.0038 to $0.0155 as......
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RICK: Waking Up in Vegas July 28, 2009
With the future of consumer spending growth in the US in doubt, I select consumer discretionary stocks very carefully. What am I looking for? Companies in business sectors which I believe can grow even in a recession, and businesses whose product/niche, geography, and price point in their sector is likely to withstand very slow growth in consumer discretionary spending.
The management of RICK have made some very good decisions in terms of both target audience and location. RICK purchases......
- Job Title Portfolio Manager
- Industry Investment Management
- Expertise 10-20 years
- Education MBA, Smeal College, PSU
- Year of Birth 1974
- Country United States
- State Pennsylvania
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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.