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
Jul 17, 2008
dothinking - View Profile
Personal Track Record
| Inception date | October 22, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 22, 2007 | Member | Nasdaq Composite |
|---|---|---|
| Month to date (%) | -0.01 | 8.01 |
| 3 month (%) | 3.49 | 4.82 |
| 1 year (%) | 6.96 | 4.21 |
| Annualized since inception (%) | 2.30 | 3.93 |
| Since inception (%) | 10.22 | n/a |
| Sharpe (annualized) | 0.07 | 0.15 |
| % of positive months | 51.92 | 54.05 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Being Broad November 17, 2007
Just an attemt to diversify away from the risk of individual companies since none is bullet proof.
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How much is too much? October 24, 2007
The company in my opinion is in its early hyper-growth stages. As long as this thesis is supported the valuation is "meaningless".
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It's not too late! October 24, 2007
The valuation is high. However, the stock will outperform since the company is in a hyper-growth momentum breaking out also into consumer electronics. The branding is done. Proven innovation record. My concern is about its proprietary OS that is not a new subject. However, there's a first sign of something big... the use of Intel processors! I hope that Apple will realize that it can not avoid Linux and money could be maid on a Apple's Linux distribution.
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The Biopharma Services October 24, 2007
The demand for Biopharma Services is growing at a steady pace from a simple packaging to a global distribution. There are only few companies that are uniquely positioned to grow their margins based on the oursourcing of highly professional services and the global infrastructure to provide for example the management of tightly regulated pharmaceutical samples to patients participating in clinical trials across the globe. The company has broken ground on a new $17 million (USD) facility in......
- Expertise 5-10 years
- Country United States
- State New Jersey
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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.