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
geoffstrage - View Profile
Personal Track Record
| Inception date | May 31, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 31, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.89 | 4.41 |
| 3 month (%) | 4.84 | 4.76 |
| 1 year (%) | 7.61 | 2.09 |
| Annualized since inception (%) | 12.87 | 0.68 |
| Since inception (%) | 76.15 | n/a |
| Sharpe (annualized) | 0.41 | 0.01 |
| % of positive months | 54.39 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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SOHU Watchlist idea November 28, 2007
chinese internet stocks should do well when they can all afford to get on the internet.
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GS revisited November 28, 2007
Well I think that Diversification with a capital "D" is over-rated. I think you have to choose companies that you think you would like to own. Goldman Sachs is one. They have a fanatastic history of keeping the best and brightest. Their Alumni run mor hedge funds and senior government positiions than any other firm on wall street and if there is a future for Wall Street there is a future for Goldman Sachs. Todays rally from 204 to 224 is proof that there can be a lot of movement on a......
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Goldman Sachs October 27, 2007
Of the mainstream investment banks Goldman Sachs stands out amoungst all the rest. When the going gets tought the the tough turn pro. In the recent credit crunch crisis Goldmans proved that they are better than the other invetment banks. While there is a lot of question about the valuation about the positions they have taken in a large number of instruments which are impossible to value accurately, and there are a lot of secrets behind the doors of the proprietry trading operations that......
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BPT risky but good dividend June 04, 2007
BPT gives you exposure to oil. It is like owning your own well. The dividends are very high, but there is a big risk that there might be a giant leak at Prudhoe Bay (there was) or that BP might have to close the well for a while (they did). Long term, I thnk oil is only going to go up and I like the dividend.
- Expertise 10-20 years
- Country United Kingdom
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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.