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
George Simmons - View Profile
Personal Track Record
| Inception date | June 04, 2007 |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 04, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 9.59 | 4.41 |
| 3 month (%) | -4.57 | 4.76 |
| 1 year (%) | 5.62 | 2.09 |
| Annualized since inception (%) | -43.26 | 0.68 |
| Since inception (%) | -92.90 | n/a |
| Sharpe (annualized) | -0.52 | 0.01 |
| % of positive months | 44.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
New Account March 20, 2009
I just got a new account set up at Tradeking. I used to have an account at UBS, then set one up at Tradeking and liked the fees and features better so I had them combined into one. The only bad thing is my new account can't be linked to covestor because of a password security feature at Tradeking. I guess I'll just have to add my trades manually. Right now in my account I have PNC, GE, AMAZON, and an ETF that tracks Asain markets (PUA). Now that I'm 18 and my accounts are in my name, I plan......
- Job Title Student
- Industry Financial Services
- Expertise 1-5 years
- Education Current Student - New York University Stern School of Business
- Qualifications None
- Year of Birth 1991
- Country United States
- State Pennsylvania
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.