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 20, 2008
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 26, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.95 | 4.41 |
| 3 month (%) | 1.12 | 4.76 |
| 1 year (%) | -11.04 | 2.09 |
| Annualized since inception (%) | -7.59 | 0.68 |
| Since inception (%) | -29.10 | n/a |
| Sharpe (annualized) | -0.29 | 0.01 |
| % of positive months | 49.06 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Got out of Yahoo! February 06, 2008
Boy, was I glad to see Microsoft's offer for Yahoo! - I was watching its value slip away day after day, with no end in sight. Still, I kept holding out hope that a company with that sort of brand recognition could only slide so far before someone snapped it up, and I was right. Close enough, anyway.
So when MS offered $31-ish for Yahoo, I put a sell order at $28.50 and counted my blessings. Believe it or not, I ended up making a couple bucks on Yahoo, but not enough to get excited about.
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Good enough for Warren Buffett October 01, 2007
I took notice when Warren Buffet started snapping up RR stock, particularly BNSF (BNI). Among other things, this buy diversifies me a little bit, and I trust things won't get too far out of hand at BNSF without Warren doing a little "encouraging".
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Love VMWare September 26, 2007
I bought EMC before the VMWare IPO - they're still holding a bunch of VMWare stock. I may consider VMWare at some point, but I want to see if the IPO afterflow wears off a little.
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vs. Airbus September 26, 2007
I picked BA when the news of Airbus' production delays was just starting to pour in. I think it would have been strong anyway, but defecting Airbus customers announced some really high-profile deals with BA, giving it a nice pop. I'll hold it for a while based not only on its civilian component, but a strong defense business, too.
- Country United States
- State Ohio
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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.