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
Nov 22, 2008
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 09, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.78 | 4.41 |
| 3 month (%) | 11.55 | 4.76 |
| 1 year (%) | 7.13 | 2.09 |
| Annualized since inception (%) | 3.68 | 0.68 |
| Since inception (%) | 14.47 | n/a |
| Sharpe (annualized) | 0.09 | 0.01 |
| % of positive months | 53.33 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Getting Started May 04, 2008
Who am I and why am I starting this blog?
I am an Indian living in the United States since more than 4 years. I recently got married to my soul mate. We have decent paying jobs. I say decent paying because even though we earn ~ 200K dollars a year it is surprising how less spare money is left at the end of each month. This is in spite of the fact that we are frugal people, we take home cooked food to our office for example.
I already have another blog but am not able to write freely over there......
- Country United States
- State Washington
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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.