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
dschrader00 - View Profile
Personal Track Record
| Inception date | June 28, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.36 | 4.41 |
| 3 month (%) | 16.48 | 4.76 |
| 1 year (%) | 21.99 | 2.09 |
| Annualized since inception (%) | 6.60 | 0.68 |
| Since inception (%) | 34.16 | n/a |
| Sharpe (annualized) | 0.23 | 0.01 |
| % of positive months | 60.71 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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VZ - takeover speculation July 16, 2007
Takeover speculative trade.
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AMGN time issue July 13, 2007
Due to upcoming earnings announcements, I prefer to have my money where it attains more bang for its buck, i.e. the equity options market. I've sold my shares of AMGN in anticipation of a specific earnings announcement in a different industry.
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AMGN undervalued July 13, 2007
AMGN is well-undervalued relative to its peers & its pipeline potential.
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Market report: 2007-07-06 July 06, 2007
My growth strategy is based on three pillars: Equities, Equity Options, & Currencies. The strategy is high-risk with great volatility. As the portfolio grows the plan is to move into a more balanced allocation with targets of 75% equities, 20% equity options, and 5% currencies. The equities strategy is focused on relative valuation and technicals. The options strategy employs two facets: 1- event-driven speculation & 2- LT growth leveraging. The currency strategy is focused primarily on event-driven speculation. What is seen on this site is equities only, as that is all there is support for up to this point. As the website & my portfolio evolve I will add it in its entirety.
- Expertise 5-10 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.