Personal Track Record

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  • It is a record of a member’s personal broker account as reported to Covestor
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Sep 01, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date July 28, 2007
Long/Short Long only
Cap bias Mid cap
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 08, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception July 28, 2007 Member S&P 500
Month to date (%) 6.88 4.41
3 month (%) -3.77 4.76
1 year (%) -31.61 2.09
Annualized since inception (%) -8.27 0.68
Since inception (%) -32.30 n/a
Sharpe (annualized) -0.23 0.01
% of positive months 43.64 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Throwing good money after bad... August 06, 2008

    I have not done this since the internet bubble burst.  So why would I do it now?

    This stock seems to be getting punished for no good reason.  Another very strange factor is the primary China solar company STP went up 6+% on a day when the YGE was punished 7%.  Piper Jaffary kept the $45 price target.

    http://www.streetinsider.com/Analyst+Comments/Piper+Jaffray+Reiterates+$45+Price+Target+on+Yingli+(YGE)/3884385.html

    I admit that I am getting a bit agressive based on my ego and not wanting to......

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  • Rational for DRYS July 30, 2008

    It's basically a long term "story" play.

    They have aggressive managment, seem to be in a good business for the world economy and they have good looking numbers.  I like to follow the PEG ratio.  Anything with a PEG ration under 1.0 is great.  For example, MSFT has a PEG of 1.08, AAPL is 1.27... DRYS is .05!  That is the lowest PEG ration I have ever seen.  This stock has been as high as 113 just a couple of months ago.  Hope that helps.

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  • YHOO - What's it worth? May 06, 2008

    If Microsoft is willing to pay $33 for this company, I think $24 seems to be cheap.  Something tells me this deal isn't over.  Yang doesn't know what he's got till it's gone.  There must be some huge egos at work here.  I think if Gates was running the show the deal would be done, and cheaper. This is not a long term idea for me, but I will be disappointed not to see 10% in the next 2 weeks.

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  • My first Covestor trade.... January 05, 2008

    And my first trade in 2008! I spend hours a week looking at other covestor members material, following trades, and trying to see if there are any great ideas. While many ideas look enticing, I have yet to trade one. Well, yesterday I made my first "covestor" trade. My timing could have been better; however since I'm so busy at work, I cannot find time to make a trade. So I put in a good till canceled order. That was my mistake. The position held up nicely in a "blood bath" day. My......

    Read More >

Howard Barr Profile Picture
  • Job Title Technical Lead
  • Industry Computer Software
  • Expertise 20+ years
  • Education BS, CSC from NC State University
  • Year of Birth 1967
  • Country United States
  • State North Carolina

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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.