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
Jun 14, 2010
Dave Ambrose - View Profile
Personal Track Record
| Inception date | May 01, 2009 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 01, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -12.83 | 4.41 |
| 3 month (%) | -12.44 | 4.76 |
| 1 year (%) | -2.41 | 2.09 |
| Annualized since inception (%) | -13.39 | 0.68 |
| Since inception (%) | -32.71 | n/a |
| Sharpe (annualized) | -0.34 | 0.01 |
| % of positive months | 45.45 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Signal Whipsawed July 21, 2009
I'll be letting go of the remaining DXRSX position in my account and flipping back to DXRLX on the very next up day when all the majors are above 1%.
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Getting more short in my IRA July 13, 2009
Just wanted to update my rationale on DXRSX (which I guess you can say is the mutual fund version of TZA but only in spirit). My market timing system is telling me that we are in for a downleg and since I was in DXRLX during most of the last upleg, I find it only logical to stick with it's exact inverse for the way down. I had picked up some intending to get rid of it if my short term signal reversed but it never did, and now my signal has upgraded itself into a longer term signal. So on the......
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This was almost the most beat up thing I could find May 04, 2009
My rationale here is pretty simple. I went to Scottrade's website and looked at their mutual fund page. I saw they were showing their top performers. Since the timing signal I got was to go long in a bear market, I decided that I wanted to see what the worst 5 performers were. The first few were REITS, and this one was a leveraged Small Cap fund. I always heard that small caps would lead the way out of a recession and the market has been dropping since November 2007 so it's 2 year decline......
- Job Title Software Designer
- Industry Financial Services
- Expertise 5-10 years
- Education B.A. Computer Science, M.A. Software Engineering
- Year of Birth 1976
- Country United States
- State Connecticut
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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.