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
Feb 01, 2012
Erik Haakenson - View Profile
Personal Track Record
| Inception date | April 30, 2009 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 30, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 11.79 | 4.41 |
| 3 month (%) | 10.74 | 4.76 |
| 1 year (%) | -9.04 | 2.09 |
| Annualized since inception (%) | 17.84 | 0.68 |
| Since inception (%) | 57.30 | n/a |
| Sharpe (annualized) | 0.72 | 0.01 |
| % of positive months | 58.82 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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No rebound yet July 16, 2009
I'm not too excited about any kind of strong economic rebound anytime soon. We also have to realize that normalcy is not the world of 2005. Normalcy is not something we have seen in a long time -- people living within their means. This means we're going to have to see a lot of unwinding of personal debt or significant savings to pay down personal debt. I think the most likely scenario is high inflation when a recovery finally begins, maybe in 2011-2012. The Economist had an interesting article on......
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Indonesia April 30, 2009
Bought at $4.04/share on March 2, 2009 with the US and Indonesian markets both very cheap. Indonesia's economy is relatively healthy and the Rupiah looked undervalued at 12000/dollar.
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Hello, Covestor April 30, 2009
Just signed up today. Probably the worst possible day in the recent past for me to sign up as my portfolio just hit a local maximum today thanks to a positive earnings report from ATC Technology Corp. Oh well, we'll see how this goes. I'm still poking around trying to allocate some money I have sitting in the S&P 500 but bargains are not as abundant as they were earlier this year.
- Job Title Professional Poker Player
- Industry Gambling and Casinos
- Expertise 5-10 years
- Education MS, Computer Science, University of Illinois
- Qualifications None
- Year of Birth 1974
- Country United States
- State California
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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.