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
defcom - View Profile
Personal Track Record
| Inception date | October 09, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 09, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.82 | 4.41 |
| 3 month (%) | 10.65 | 4.76 |
| 1 year (%) | 11.87 | 2.09 |
| Annualized since inception (%) | -1.37 | 0.68 |
| Since inception (%) | -5.80 | n/a |
| Sharpe (annualized) | -0.05 | 0.01 |
| % of positive months | 59.62 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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MO Watchlist idea December 11, 2007
great earnings, great cash flow, great dividend, stock buybacks, breakup value
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TBSI Watchlist idea December 11, 2007
shipping
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up and down November 29, 2007
i reiterate my thoughts on buying the dips... great to own below 212, and good to sell in this market above 225. in a less choppy environ this will go to 300
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time to buy again November 29, 2007
i sold this stock out in the 80s and it has dropped quite a bit... i still like the stock and the dividend for owning a high quality chinese company in a booming market
- Expertise 10-20 years
- Country United States
- State New York
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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.