Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Aug 07, 2010
Eric Zupancic - View Profile
Personal Track Record
| Inception date | March 25, 2009 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception March 25, 2009 | 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 (%) | 16.79 | 0.68 |
| Since inception (%) | 55.83 | n/a |
| Sharpe (annualized) | 1.12 | 0.01 |
| % of positive months | 31.43 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Patience is a virtue August 28, 2009
I got a bit carried away the past few days and made some really poor choices. I got impatient when I wasn't seeing any stocks worth jumping on. Instead, I saw stocks that actually seemed to be near their peaks and I assumed they would continue upward. I ended up being wrong, twice. I'll take a few days off so I can collect some thoughts and avoid trading on emotion (which is precisely what I did after the first bad trade). I was down on myself about it at first, but I realize now that losses......
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My least favorite holding... May 16, 2009
I actually purchased this quite a while ago after reading something on a blog (Motley Fool, perhaps). I regret not doing more research on it before buying. It's not that I think it's a bad company... in fact, I think it's probably a pretty good buy. I bought in at a pretty terrible time though, right around its peak. I've definitely learned from the mistake and am glad it happened early on in my investing career. I'd actually recommend buying it now for someone who isn't already holding.
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Not a gamble May 16, 2009
Here's another one that's just everywhere... P&G has its hand in so much and in so many countries. Currently selling at a discount, in my opinion. I don't think it'll necessarily be great for long term growth, but with the way the economy is right now I think it'll definitely make some people some nice profits. I probably got in on it at the wrong time, but I don't think I'll end up losing money on it.
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Micro$oft May 16, 2009
While Apple might have a decent footing in this industry, Microsoft dominates the arena. They've got so many divisions and branches that you can find their products just about anywhere. Tons of cash, tons of customers, and a great track record are reasons to own this stock.
- Job Title Billing Specialist
- Industry Insurance
- Expertise 1-5 years
- Education Business Management
- Year of Birth 1985
- Country United States
- State North Carolina
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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.