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
Aug 07, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 31, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | 2.07 | 0.68 |
| Since inception (%) | 8.55 | n/a |
| Sharpe (annualized) | 0.40 | 0.01 |
| % of positive months | 6.12 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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MOS Rationale February 06, 2008
MOS has had enjoyed a considerable run in price over the past two years that I predict will continue. MOS focuses on the production, blending, and dist. of crop nutrients and animal feed products. With continually growing demand for the food, feed, and recently biofuels, demand for MOS products will grow as well. This is another company I would recommend for the 3-5 year period.
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GOOG Rationale February 06, 2008
Google has taken a recent price hit because of the pay-per-click ad sales were down. However this is a great opportunity for investors looking at 3-5 year returns to get in. Google will continue to come up with inventive ways to use the internet because of the vast resources they put towards R&D. Google is going to be around for a long time, and now is a great time to invest.
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AFL Outlook February 06, 2008
Since AFL became public they have continued to grow. I would recommend a long position with this stock. Increased availability through employers should allow AFL to gain more policies.
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Global Stregnth February 05, 2008
MTW's crane division cited a backlog of $2.7 billion. Continued infrastructure growth in developing Asian, Western European, and Middle Eastern countries should continue to drive orders. Improved efficiencies & plant expansion should facilitate continued growth.
- Country United States
- State Wisconsin
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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.