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 11, 2011
Declan Fallon - View Profile
Personal Track Record
| Inception date | June 05, 2007 |
| 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 June 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -15.29 | 4.41 |
| 3 month (%) | -12.38 | 4.76 |
| 1 year (%) | 42.24 | 2.09 |
| Annualized since inception (%) | -22.37 | 0.68 |
| Since inception (%) | -69.30 | n/a |
| Sharpe (annualized) | -0.35 | 0.01 |
| % of positive months | 35.71 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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S&P Rally Chugs On In Longer Time Frame January 28, 2011
Early indications suggest bears will finish the day in control, but bulls have the stronger hand. In my December piece I had concluded:
As for the current rally, while it may only have a couple more percentage points in the tank it may not collapse like a house of cards. Working in the bulls favour is a sizable cup-and-handle pattern with a projected upside target of around 1,392; a loss of 1,220 will kill the cup-and-handle.
On December 15th the S&P closed at 1,232 and today managed to test...... -
Trading Strategies for All Occasions November 18, 2010
For the majority of traders starting out, trading the long side of the market (i.e. buying to sell at a higher price) is the only strategy considered. But trading with a long-only bias can leave you blinded to the opportunities on the other side of your trade. Trading on only half the story can mean missing out on big gains, particularly when trying to fight the 'wrong side' of the market.
The Zignals Trading Strategy Builder allows you cover the full story by allowing both short and long...... -
FTSE 250 (MIDD) Looking Better for Bulls July 29, 2010
In our last review of the FTSE 250 (ETF:MIDD) the index was testing 981 resistance. In the past week the FTSE 250 has managed to break not just the July reaction high but the June one too - confirming the May/July reaction lows as a double bottom. This has handed the impetus to the bulls and may give cause for similar confirmations in US markets (with the exception of the Dow, lead US indices are trading below their mid-June reaction high peaks).
With 988 cleared and new support there is a...... -
Active Stock Screener: Dividend and Earnings July 27, 2010
As the market works a tradable bottom I took a look back over the past couple of weeks to see what stocks have emerged in our active stock screen. The scan looks for US stocks with an annual change in revenue of 25% or more and a dividend yield of at least 5%.
A few stocks fell out of the loop, but not all because of loss of merit:
Ine of the stocks to go was Blackstone Group (BX). The last dividend payment was cut from $0.30 to $0.10. It wasn't long before the stock soon lost $12 support,......
- Job Title Senior Market Technician
- Industry Research
- Expertise 10-20 years
- Education Ph.D. NUIM
- Qualifications Ph.D.
- Year of Birth 1970
- Country Ireland
- State Hawaii
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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.