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 26, 2008
gold2rush6 - View Profile
Personal Track Record
| Inception date | December 15, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 15, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.29 | 4.41 |
| 3 month (%) | 6.92 | 4.76 |
| 1 year (%) | 8.96 | 2.09 |
| Annualized since inception (%) | 1.52 | 0.68 |
| Since inception (%) | 6.46 | n/a |
| Sharpe (annualized) | 0.05 | 0.01 |
| % of positive months | 52.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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ADBE Watchlist idea December 24, 2007
Adobe is enjoying a strong new product cycle with the release of creative suite 3, which is generally priced higher then creative suite 2.
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Market report: 2007-12-24 December 24, 2007
My Portfolio is focused on large growth stocks. I'm currently weighted as follows: 30.14% Information, 37.28 Service, and 32.58 Manufacturing. Leading sectors include technology, energy, consumer services, financal, and health care. I'll be looking to beef up my industrial names in the future. For the week ending 21 Dec the portfolio is up .094% just under the S&P's 1.0 rise.
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World Wide Exchange December 15, 2007
NYSE Euronext; Recently announced 50% acquisiton in remaining stake of AETS. The bulk of the company's value is in European operations. Sets stage for a big 2008 including another possible large acquisition and increased cooperation with other large foreign exchanges.
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Renewable Energy Pay Off December 15, 2007
MEMC Electronics Materials Inc; The decision to broadened out from semi conductor manufacturers and supply wafers to solar industry is paying huge dividends. Demand for polysilicon has outstripped supply.
- 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.