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
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 30, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.14 | 4.41 |
| 3 month (%) | 1.66 | 4.76 |
| 1 year (%) | -1.14 | 2.09 |
| Annualized since inception (%) | -18.91 | 0.68 |
| Since inception (%) | -59.76 | n/a |
| Sharpe (annualized) | -0.60 | 0.01 |
| % of positive months | 47.17 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Fed Rate Cuts October 05, 2007
GS makes a ton of cash and it was severely undervalued before the Fed cut rates. This was a speculative play betting that they would cut and GS would pop up, which it is doing.
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IRA October 04, 2007
This is part of my retirement fund. It probably shouldn't even be in here.
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Lampert October 04, 2007
Lampert is a smart guy and the stock was hit hard by its earnings recently. I have faith that Lampert can get the company back on track.
-
Short Squeeze October 04, 2007
High short interest will likely create a squeeze on this.
- 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.