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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Jan 11, 2011
drgten - View Profile
Personal Track Record
| Inception date | October 14, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 14, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 9.90 | 4.41 |
| 3 month (%) | 3.00 | 4.76 |
| 1 year (%) | -6.94 | 2.09 |
| Annualized since inception (%) | -6.60 | 0.68 |
| Since inception (%) | -25.46 | n/a |
| Sharpe (annualized) | -0.31 | 0.01 |
| % of positive months | 42.31 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Sothebies November 02, 2007
I like the diversification that this stock offers. Covered calls have limited any of the downside move. I evaluate all stocks and purchase them by looking at the sector diversification. I chose lower P/E ratios and then look at the covered calls. I prefer stocks that have call yields of 4-5% per month. By selling the calls, I am ahead if the market is flat or goes down. I use independent sources to grade the stocks (Schwab, ValueLine and S&P). This stock passes all those filters.
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Aetna November 02, 2007
I evaluate all stocks and purchase them by looking at the sector diversification. I chose lower P/E ratios and then look at the covered calls. I prefer stocks that have call yields of 4-5% per month. By selling the calls, I am ahead if the market is flat or goes down. I use independent sources to grade the stocks (Schwab, ValueLine and S&P). This stock passes all those filters. Large Cap / Health Care / Finacial I am considering swapping into Humana.
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Sepracor bottomed from pull back November 02, 2007
I evaluate all stocks and purchase them by looking at the sector diversification. I chose lower P/E ratios and then look at the covered calls. I prefer stocks that have call yields of 4-5% per month. By selling the calls, I am ahead if the market is flat or goes down. I use independent sources to grade the stocks (Schwab, ValueLine and S&P). This stock passes all those filters. Sepracor moved down big. I used technical analysis to find the bottom and wrote a covered call against the shares. Made a nice 5% in two weeks
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Bankrupt company October 15, 2007
Left with some shares somehow. Not a recommendation
- Expertise 10-20 years
- Country United States
- State Illinois
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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.