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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
INDIVIDUAL
INVESTOR

Personal Track Record

Inception date May 24, 2009
Long/Short Long and Short
Cap bias No specific
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 09, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception May 24, 2009 Member S&P 500
Month to date (%) -8.91 4.41
3 month (%) -6.01 4.76
1 year (%) -12.18 2.09
Annualized since inception (%) 18.13 0.68
Since inception (%) 56.63 n/a
Sharpe (annualized) 0.47 0.01
% of positive months 57.58 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Hakim Wealth Management Blog August 24, 2011

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  • The Worst Is Yet To Come August 19, 2011

    [IMAGE]These 5% drops in the markets seem to be the new normal now.  Last week it seemed like market was stabilizing somewhat so I dipped my toes back in the market.  I was only about 5o% long.  We followed Wednesday night’s bad earnings news by Dell and more bank failure concerns in France with bad economic data for jobless claims and manufacturing on Thursday morning.  In this environment when even the slightest bit of selling starts it becomes an all out panic because the memories of what......

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  • Bloodbath on Wall Street…Not for us! August 08, 2011

    [IMAGE]Last week was nothing short of a bloodbath on Wall Street, and it ended with a downgrade of US debt. The free fall continues this week as investors scramble to make sense of it all. Despite the confusion and horror, we are enjoying healthy profits so far this month.

    Only the top 5% of equity traders are able to thrive in these conditions. If you or your family members have investments outside of Hakim Wealth Management, the odds are extremely high your portfolio will lose 50% or more of......

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  • Rollercoaster Summer Ahead for Markets July 17, 2011

    2011 has been a dull year so far – nothing like the excitement we saw in 2009 and 2010.  Its only normal that after those two strong years the market needs to “rest” before it makes another major move.

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    The above chart shows how the market has gone absolutely nowhere so far this entire year.  Not only does this become impossible to trade but it becomes a recipe to lose money as we go back and forth between buying and selling positions.

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    The longer the market “rests” the better the......

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Amana Investments Profile Picture
  • Job Title ERP Systems Architect
  • Industry Computer Software
  • Expertise 10-20 years
  • Year of Birth 1977
  • Country Canada

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.