Personal Track Record
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freefall200 - View Profile
Personal Track Record
| Inception date | November 01, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception November 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 11.64 | 4.41 |
| 3 month (%) | 8.34 | 4.76 |
| 1 year (%) | 0.71 | 2.09 |
| Annualized since inception (%) | 3.67 | 0.68 |
| Since inception (%) | 16.59 | n/a |
| Sharpe (annualized) | 0.10 | 0.01 |
| % of positive months | 54.90 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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WFC Watchlist idea December 13, 2007
One of the few financials that actually looks good on paper, not embroiled in the current fiasco to deeply, and they are repositioning, if you have a student loan-look at who is buying it-WFC is buying up student loans, I am hoping that this stock gets draged down to my buy price which I admit it is very low and will probably start to bite at 29-28
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FSDPX December 13, 2007
I generally hold 1 or 2 central funds in my acount, these are fidelity sector funds(I use these as I trade with fidelity and there are no trading fees) , so instead of etf I use fidility funds. These 1 or 2 funds generally make up the majority of my holdings as I am a sector follower in the main, and to make my position clear, I value invest on sectors. I will close out of this position between next friday and the end of the year, post dividend when I see the market pulling back(note, if I feel......
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PHO Watchlist idea December 12, 2007
I am bullish on water sector but to be honest have not enough time to get into the financials of each stock as such the sector etf is good enough(although I am sure there are some big winners out there). I am hoping this gets pulled down a bit in the comming quater and I will get in, again my buy is low and will probably start to get in at 20 if it comes down.
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PPA Watchlist idea December 12, 2007
Doubt this will get dragged down, but one can hope! I see this stock doing consistanly OK for the forseeable future, I would love a dip to get in on which would make it do great for the forseeable future
- Expertise 5-10 years
- Country United States
- State Pennsylvania
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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.