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
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 08, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.91 | 4.41 |
| 3 month (%) | -0.07 | 4.76 |
| 1 year (%) | -7.82 | 2.09 |
| Annualized since inception (%) | -1.55 | 0.68 |
| Since inception (%) | -6.99 | n/a |
| Sharpe (annualized) | -0.05 | 0.01 |
| % of positive months | 55.36 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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metals have it June 15, 2007
MTL is one of several companies paying out a dividend and growing by leaps and bounds in overseas markets. It is one of 5 stocks that have a PE half their ROE.
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dividend strategy June 15, 2007
This is part of an overall dividend strategy long term. While 3.99% is nothing to go crazy on, I like it as part of a buffer strategy in a market, I think will eventually pull back. Dividend stocks offer some piece of mind that they will gain extra shares during the oncoming bear market. I am too squeamish to go with shorts.
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Long on Fiber June 13, 2007
Fiber is an old game that keeps on coming back. Though I am not in love with the current administration, it is obvious that until we get a democrat in office who understands that disbanding the FCC is not a good thing for the people, we are looking at bigger telco monopolies. The FIOS fiber deal is an innevitable seller, bundling phone, internet, cable on one wire (you can run a 30 person office out of your living room with video and voice, become your own hosting company), plus a cell......
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Roomba go go June 13, 2007
Somebody recently told me they love their roomba. It is in robotics, that's a plus. Wallstreet has been punishing this company for not making the big profits, but obviously they need to invest in R&D, so I don't see this as a bad thing. Be patient, they seems to have 1 or 2 new innovative products a year and will hit a bit one eventually. Plus stock is off its highs by like 75%.
- Expertise 10-20 years
- Country United States
- State Florida
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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.