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
Aug 06, 2010
Erin O'Brien - View Profile
Personal Track Record
| Inception date | April 25, 2009 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 25, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.65 | 4.41 |
| 3 month (%) | 6.57 | 4.76 |
| 1 year (%) | -3.04 | 2.09 |
| Annualized since inception (%) | 27.26 | 0.68 |
| Since inception (%) | 95.10 | n/a |
| Sharpe (annualized) | 1.04 | 0.01 |
| % of positive months | 67.65 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Long UUP call December 19, 2009
Although Covestor doesn't display options positions, I wanted to report that this week I got bought some UUP $22 March calls. Last week there was a spike in the (then) out of the money $23 calls, but I decided to play it safe and go with the already in the money call.
I'm tired of hearing about gold and I was looking for ways to play the opposite end. For awhile I was watching GDX puts, expecting the gold miners to go down harder than gold itself, but as gold began falling the GDX puts got more......
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Going Lulu for Lululemon Athletica October 04, 2009
Examples of earnings potential in Lululemon Athletica's sound business model:
1. Their Brooklyn store near my house is only open Thursday-Sunday 12-7. I often look at small specialty retail stores and wonder who is shopping there on Monday mornings. Lululemon has the right idea being open mainly for weekend and Thursday/Friday happy hour outings.
2. I find their clothing to be prohibitively expensive, but my darling partner gets their "Research and Development Team" discount because she was......
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SQNM Strangle October 01, 2009
Today I bought a SQNM strangle. I have the Dec 2.5 put and Dec 4 call. I expect this stock to move, but I don't know which way. We'll see what happens after they report Q3 earnings.
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I don't hold CLP! September 28, 2009
I was just looking at my holdings on Covestor and said out loud, "What the hell is CLP?" Then I realized, I don't own CLP - I own CLP.X the December $5 Citigroup call.
This makes two errors between my Zecco trading account and my Covestor account. What good does it do to make your trading data public if it's inaccurate?
- Job Title special education teacher
- Expertise 1-5 years
- Education MPH, George Washington Univ
- Qualifications n/a
- Year of Birth 1981
- Country United States
- State New York
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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.