Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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donquixote - View Profile
Personal Track Record
| Inception date | July 09, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception July 09, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.96 | 4.41 |
| 3 month (%) | 13.17 | 4.76 |
| 1 year (%) | 33.38 | 2.09 |
| Annualized since inception (%) | 20.15 | 0.68 |
| Since inception (%) | 131.37 | n/a |
| Sharpe (annualized) | 0.53 | 0.01 |
| % of positive months | 61.82 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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christmas/apple mini me bet October 08, 2007
I told my friend, who has 4 kids, I had just bought a toy stock and he warned me that young kids have out grown traditional toys and want electronics. I told him I had bought LF and he knew the name and just said good buy. Very small children can't handle ipods nor will parents opt for such a toy for a 4 or 5 year old, but $60 for "My First Computer" that starts training their kid for our technological future they will buy. Positives: In late October/early November, consumer groups and......
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Market report: 2007-08-09 August 09, 2007
On Tuesday and Wednesday, I sold off all equities and lucked out prior to the big sell off on Thursday... VG has been a scary ride since Thursday when I bought it. The stock is as low as it can go unless it goes bankrupt... Today, Monday July 23rd it fell throughout the day and surprisingly finished only 1 penny off. I keep thinking that it would be a perfect take over target or candidate to go private. Maybe ebay can add to skype with vg?? Just theorizing
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quarterly earnings next wed July 18, 2007
Less than a week prior to earnings release so I figured this would be the best price to buy in case the stock trends higher when Apple releases sales figure and perhaps numbers of iphones sold on 1st or 2nd day.
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heat wave play July 10, 2007
The heat wave moving west to east may move this stock up. I know analyst have downgraded this sector recently so this is a contrarian play. Read articles on internet regarding past heat waves and biz journalist usually chime in with heat wave utility and coal stocks. Rationale: high energy consumption benefits coal companies since most energy in utilities comes coal. Most contracts are long term but the heatwave depletes supplies faster and reorders..
- Expertise 5-10 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.