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
Jim Demo - View Profile
Personal Track Record
| Inception date | March 06, 2007 |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception March 06, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.54 | 4.41 |
| 3 month (%) | -1.14 | 4.76 |
| 1 year (%) | -2.37 | 2.09 |
| Annualized since inception (%) | 19.78 | 0.68 |
| Since inception (%) | 142.66 | n/a |
| Sharpe (annualized) | 0.53 | 0.01 |
| % of positive months | 55.93 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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AUTH Watchlist idea January 24, 2008
Peakstocks.com
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IBKR Watchlist idea November 21, 2007
Overall I think Interactive Brokers is a great company. Definitely has the most fleixble platform of the online brokers allowing them to keep commisions lower than any other broker Online broker market definitely seeing some volatility. IBKR not as exposed to lending crises as other ifnancial institutions but suffering negative price movement with the sector as a whole
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ETFC Watchlist idea November 21, 2007
Been amazed by the volatility in E*Trade the last few days and the markets uncertaintty about likely bankruptcy. Has to be a likely takeover target and at a low enough price surely worth a pung Interesting analysis from Paul Kedrosky on Seeking Alpha http://www.seekingalpha.com/article/55001-e-trade-comes-full-circle
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BRKB Watchlist idea November 21, 2007
Been watching Berkshire Hathaway for a while and always been a big fan of Buffet. Never really felt worth the entry commitment at $4k + but increasingly considering it and so want to monitor its movement for some time before diving in
- Job Title Manager
- Industry Information Technology and Services
- Expertise 20+ years
- Education MBA Standford Business School
- Qualifications RIA
- Year of Birth 1967
- 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.