Personal Track Record
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Jan 11, 2011
dmorse03 - View Profile
Personal Track Record
| Inception date | January 26, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 26, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | -6.99 | 0.68 |
| Since inception (%) | -25.28 | n/a |
| Sharpe (annualized) | -0.27 | 0.01 |
| % of positive months | 42.86 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Short term bet July 04, 2008
I play the market to buy and hold - which explains my horrible returns this year.
But crude seems awfully high. I have seen some smart people betting against that market. Is there an opportunity to play a 10 - 20% drop in the price of crude, back down to $130 / barrel?
HOD could provide 30 - 40% gains on such a drop.
What is the logic for oil to drop - beyond the bubble popping? Potential downward influences on NYMEX crude: stronger dollar, end of summer driving season, political action against......
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Chinese solar April 26, 2008
Quick and dirty rationale - risky but perhaps interesting; could continue to be a momentum play, or could be a medium to long term holding. Track these two, which seem to be best in class, and see where they head up to and past Olympics. China second in world photo voltaic production; significant government subsidies for R&D. Development of strong domestic market and perhaps US market key to these companies medium-term growth. Further research on Chinese domestic growth for solar needed. Track......
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When to sell April 08, 2008
Hold to $24, then start to dump it until this is 15% or so of portfolio.
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First things April 08, 2008
I need to think about what sectors I am representing through funds and ETFs. I don't have time to do as good a job as I would like picking stocks. I have to rely on second hand research for valuations. I do have the time to think through what sectors make up my portfolio, and to make sure my risk is balanced across these sectors and within my holdings. Do I need a commodities fund? Do I get into financials? How much do I want to weight index trackers? Get this right first....
- Expertise 1-5 years
- Country United States
- State Massachusetts
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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.