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
Aug 11, 2011
iem - View Profile
Personal Track Record
| Inception date | June 19, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 19, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.00 | 4.41 |
| 3 month (%) | 11.20 | 4.76 |
| 1 year (%) | 27.82 | 2.09 |
| Annualized since inception (%) | 22.69 | 0.68 |
| Since inception (%) | 157.46 | n/a |
| Sharpe (annualized) | 0.74 | 0.01 |
| % of positive months | 55.36 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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CAT Accumulate July 09, 2007
Positives: - Only trading at 12.6 forward P/E, 1.1 PEG. - Bounced back strong from recent UBS downgrade. - Negativity in US housing sector pulling down the stock, but I expect CAT's international business and weak dollar to more than offset the local housing slump. - Q2 earnings on July 20th AM Risks: - Rising interest rates to slow global growth and reduce capex - Housing market takes time to bottom - Increased competition on CAT core businesses Technicals: CAT holds and bounced......
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AAPL Accumulate July 09, 2007
Catalysts: 1. Wide screen video ipod by MacWorld2008 or earlier 2. Over 50% margin on iPhone, monthly royalty from AT&T, 500K - 700K iPhone sold on first weekend 3. Leopard expected by September/ October 4. Possible new design on iMacs before back to school season 5. Future iPhone roll in Europe and Asia 6. nano-sized iPhone (would be a stretch by MacWorld) Would buy on dips around $125 Target: $160
- Industry Financial Services
- Expertise 1-5 years
- Qualifications CFA
- Country United States
- State New Jersey
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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.