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
Feb 01, 2012
Ethan McAuliffe - View Profile
Personal Track Record
| Inception date | November 28, 2007 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception November 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -11.99 | 4.41 |
| 3 month (%) | 0.74 | 4.76 |
| 1 year (%) | 11.20 | 2.09 |
| Annualized since inception (%) | -20.85 | 0.68 |
| Since inception (%) | -47.91 | n/a |
| Sharpe (annualized) | -0.60 | 0.01 |
| % of positive months | 41.18 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
VEIEX January 05, 2008
About 40% gain in 2007. Going back foir more in '08.
-
CGMGX January 05, 2008
Following advice from several financial magazines. Heebner's 70% vs. S&P's close to 0% 2007 gain.
-
JORNX January 03, 2008
Good and consistent returns. Added more to what was previously underinvested.
-
TRIGX January 03, 2008
Sold - lacking in performance compared to MCHFX which will be the replacement.
- Job Title FF/EMT
- Industry Public Safety
- Expertise 5-10 years
- Education B.S. Massachsetts Maritime Academy
- Qualifications School of Hard Knox, Experience
- Year of Birth 1975
- Country United States
- State Florida
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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.