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 01, 2012
i1rgt00 - View Profile
Personal Track Record
| Inception date | August 20, 2007 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception August 20, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.40 | 4.41 |
| 3 month (%) | -1.21 | 4.76 |
| 1 year (%) | -17.87 | 2.09 |
| Annualized since inception (%) | -8.35 | 0.68 |
| Since inception (%) | -32.18 | n/a |
| Sharpe (annualized) | -0.28 | 0.01 |
| % of positive months | 42.59 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Apple - Wait and See! May 16, 2008
I know that Apple has been on a very nice run and their PE is getting up there I just can't sell this stock. The next generation iPhone with its open source platform could get sales moving this summer. They still seem on track to sell those 10million phones this year.
The MAC's keep on selling and especially look good compared to Microsoft's VISTA. How long does your PC take to boot up? Go to one of the 400 Best Buy stores (soon to 600) and see how long it takes to boot up a Mac. I......
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Diversify Diversify Diversify .... March 17, 2008
At last months' investment club meeting they appointed me as Portfolio Manager. I could think of a better time to be managing the diversification of an investment club portfolio than days like these. But, its a good experience and its knowledge that I can apply to my own portfolio. Its a big job, and I am surprized to have the job since I have been a member for only a year.
By my second meeting as PM (last week) I had looked at which sectors the club was invested in over the past year. They......
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Newsletter Recomendation November 20, 2007
Conservative play in this "shakey" market
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Investment Letter Recomendation November 05, 2007
This ETF fund is an interesting play on international communication.
- Job Title Capacity Planning Analyst
- Industry Banking
- Expertise 5-10 years
- Education BA Political Science
- Year of Birth 1957
- Country United States
- State Minnesota
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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.