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
James Wilcox - View Profile
Personal Track Record
| Inception date | June 19, 2008 |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 19, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -53.64 | 4.41 |
| 3 month (%) | -71.36 | 4.76 |
| 1 year (%) | -95.90 | 2.09 |
| Annualized since inception (%) | -56.22 | 0.68 |
| Since inception (%) | -94.98 | n/a |
| Sharpe (annualized) | -0.40 | 0.01 |
| % of positive months | 40.91 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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5 Questions To Ask Yourself Before Making Impulsive Trades September 26, 2011
There is no secret sauce to control your trading psychology on ever single trade – but you can get better at it over time. More often than not it’s the impulsive trades that become destructive to our portfolio. You know the trades we make on a whim and hope with no more than 15 seconds of analysis.
Reminds me of those late night TV infomercials. We have all seen them and I’m sure at one point or another you bought something that you never really needed right? I just hope you never bought......
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European Debt Crisis Spaghetti Bowl September 20, 2011
This morning the European Debt Crisis got a little worse as Standard & Poor’s downgraded its rating on Italy last night to A from A+. The new report pointed out multiple problems with the Eurozone’s 2nd largest debtor including weak economic growth, rising borrowing costs and record levels of debt insurance.
Last month the European Central Bank was forced into buying Italian and Spanish bonds because their yields surged so high that they fear another looming bailout was near unless they......
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3 Unbreakable Laws You Must Obey To Be Successful Trading Stocks And Options September 15, 2011
Becoming a successful trader is a process. It doesn’t happen overnight or everyone and their mother would become traders. It’s a process of constant research and studying, which can actually be very mentally challenging (yet stimulating at the same time).
There are no successful traders who made a killing on the first day – myself included. It is the daily steps you take towards your financial goals that truly become your foundation for a long and profitable career. And with that there are 3......
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Trade Alert – September 14th September 14, 2011
Today we are opening the new position as follows:
Trade: Sell RUT October 480 Put AND Buy RUT October 470 Put
Premium: $35 (0.35) Net Credit or better per contract
Underlying Price: $691
Max Return: 3.61%
Break-Even Price: $479.65
Time Until Expiration: 36 Days
Probability of Loss: 5.11%
Trade Explanation: For the Credit Spread portfolio we are adding our 1st trade for the October portfolio. It’s been pretty quiet in this portfolio lately which has allowed us to let the market work through this......
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- Job Title Web Developer
- Industry Banking
- Expertise 5-10 years
- Education BFA, Academy
- Qualifications BFA
- Year of Birth 1972
- 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.