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
Jul 02, 2010
finance - View Profile
Personal Track Record
| Inception date | April 22, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 22, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.17 | 4.41 |
| 3 month (%) | -12.74 | 4.76 |
| 1 year (%) | 44.43 | 2.09 |
| Annualized since inception (%) | -7.36 | 0.68 |
| Since inception (%) | -25.10 | n/a |
| Sharpe (annualized) | -0.04 | 0.01 |
| % of positive months | 47.83 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Hecla Mining, striking Silver April 30, 2008
Ok pardon the striking GOLD pun, but this company is currently undervalued at this time. The stock price is highly dependant upon the price of silver, imagine that. However, even if the price of silver declines they are ramping up production and have recenly aquired the Greens Creek mine in Alaska, essentially doubling their production.
The stock is currently trading at $10.26 and would recommend buying Hecla (HL) once it droppes below $10/share. Overall, having a good chunk of Hecla in......
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VISA = Everywhere You Want To Be April 30, 2008
I bought this stock for both my account and my parents at $66.54, and is currently trading at $83.45. My dad owns an ATM business and knew this company was going to be a hit. Just look at Mastercard a year before...he told me to buy that one as well, but was too consumed with grad school to hit BUY.
At this time it the company still has significant upside, as people still need to use their credit card during an economic slowdown. Now that I think about it most people use their credit card......
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Fishing for Financial Companies April 30, 2008
I work several blocks from the WaMu center and can see their new building from where I work downtown Seattle. Since I once worked at this mortgage company I know quite a bit about their internal operations and personality. Once the stock dropped below $10 per share I loaded up at $9.74/share, then sold half it off a week later at $12.46.
Currently I still hold half my origional position as I believe that the worst (only in the price of the stock) is beind them. They still need to raise a......
- Expertise 5-10 years
- Country United States
- State Washington
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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.