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
Jan 14, 2011
growler4215 - View Profile
Personal Track Record
| Inception date | November 28, 2008 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception November 28, 2008 | Member | DJIA |
|---|---|---|
| Month to date (%) | 6.51 | 3.57 |
| 3 month (%) | 1.43 | 5.84 |
| 1 year (%) | 1.88 | 6.41 |
| Annualized since inception (%) | 32.02 | 2.61 |
| Since inception (%) | 141.79 | n/a |
| Sharpe (annualized) | 0.38 | 0.11 |
| % of positive months | 61.54 | 59.46 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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June 23rd 2009 June 23, 2009
In the past few days, I've bought back into Ford, and increased my stake in Bank of America.
I bought 100 Ford at $5.50, I was hoping it would drop below $5, but figured it was still a good investment at $5.50.
I had 85 shares of BAC, and wanted to round it out to 100, so when the price fell below $12/share, I bought another 15.
I feel pretty well diversified, with 4 financials, 1 airline, and 1 car company. I'm officially going long now. No more watching the market everyday, no more speculation,......
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27 May 2009 May 27, 2009
I transferred additional funds into my trading account, and decided to add to my Southwest Airlines holdings today. I added another 70 shares at $6.70 to give me 100 shares with an average share price of $7.09. I'm pretty confident that Southwest will rebound fairly well this year. I'm expecting a share price between $10 - $15 before the end of the year.
I'm also fairly confident that Ford will have a good year, and have set a buy limit order @ $5.00/share. If the price drops below $5, I'm......
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May 15th, 2009 May 15, 2009
I had hoped to get back into BAC at $10/share sometime this week, but the lowest it went was 10.58. Since I think that the sell-off will only last 1 week, I got back into it at $10.75. Not as good as I had hoped, but I did manage to increase my BAC holding by almost 15%.
I'm going to hold it till it hits $15 again, or until there is massive volume, and huge price swings. I like BAC long, once they get the equity that the FED says they need, they'll start paying back the TARP funds, and will......
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April 7th, 2009 May 07, 2009
With all the excitement in the financial sector, I'm going to see if I can make a quick buck off of Fannie Mae too. I bought in at $.70/share, and if it jumps over a $1/share today, I'm going to sell and I'll buy more shares next week, when it settles back down to between $.80 - $.90/share.
Otherwise, I'm long on this stock!
Happy trading,
EZ
- Job Title Software Quality Analyst
- Industry Computer Software
- Expertise 1-5 years
- Education MBA, Katz Graduate School of Business
- Qualifications MBA
- Year of Birth 1974
- 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.