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
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 22, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -0.01 | 4.41 |
| 3 month (%) | 3.14 | 4.76 |
| 1 year (%) | 0.16 | 2.09 |
| Annualized since inception (%) | -12.42 | 0.68 |
| Since inception (%) | -38.76 | n/a |
| Sharpe (annualized) | -0.46 | 0.01 |
| % of positive months | 44.44 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Lloyds January 06, 2009
I was thinking to buy more Citibank´s stock but I´d bought LYG instead. It seems to be a better option than C nowadays
-
Diversify July 11, 2008
I think that iShares International Dividend Fund (DWX)is a good choice to diversify
-
Investing strategy July 11, 2008
I am trying to establish an investing strategy based on Richard Jenkins´MSN Money article "Start investing with just $100" As you can see, I didn´t buy AGG as he suggested. I bought BND instead.
BND is Vanguard´s Total Bond ETF. Its expense ratio is just 0.11% and its Yield is 4.48%
According to William Bernstein´s book "The Intelligent Asset Allocator" you can increase your return while reducing risk (standard deviation) by adding bonds to your portfolio.
-
Alpine Total Dynamic (AOD) June 11, 2008
As usual, one stock takes you to another. I´ve got the idea of AOD by reading Tim Plaehn´s article "Why I am adding PGF and AGD to my portafolio". AGD & AOD closed-end funds belong to Alpine Woods Capital Investors, LLC. While AGD costs around $18, it is paying a monthly dividend of 17 cents per share; AOD costs around $16 and it is paying 18 cents per share. Simply do the math.
- Industry Retail
- Expertise None
- Education ITAM, UNAM, CIDHEM
- Year of Birth 1971
- Country Mexico
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.