Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
howlongtoretire - View Profile
Personal Track Record
| Inception date | June 25, 2008 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 25, 2008 | Member | Nasdaq Composite |
|---|---|---|
| Month to date (%) | 12.69 | 8.01 |
| 3 month (%) | 12.42 | 4.82 |
| 1 year (%) | 29.61 | 4.21 |
| Annualized since inception (%) | 24.33 | 3.93 |
| Since inception (%) | 119.28 | n/a |
| Sharpe (annualized) | 0.65 | 0.15 |
| % of positive months | 61.36 | 54.05 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Three legs of AAPL, soon to be four June 26, 2008
The Apple Growth story is long from over. This can be difficult to focus on from time to time since aapl is such a momentum stock.
Briefly, the legs:
Macs
Growth in computers is still outpacing the rest of the market by leaps and bounds. I expect the back to school season to be very strong for Apple with both students and schools, the latter finally starting to come back to Apple. Apple's lineup is easy to understand and provides a good price point at every level.
iPod & iTunes
The iPod growth has......
- Expertise 5-10 years
- Year of Birth 1966
- Country United States
- State Illinois
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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.