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
Jack Foley - View Profile
Personal Track Record
| Inception date | June 28, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.47 | 4.41 |
| 3 month (%) | 5.92 | 4.76 |
| 1 year (%) | 10.62 | 2.09 |
| Annualized since inception (%) | -0.90 | 0.68 |
| Since inception (%) | -4.07 | n/a |
| Sharpe (annualized) | -0.04 | 0.01 |
| % of positive months | 58.93 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Old Fave June 29, 2007
I purchased this for my IRA around 1990. It's been an old favorite. The idea is simple and has worked well for me over the years. Being value oriented - there are times when the fund will underperform radical growth stuff, but doesn't loose much when the markets really sucked in 2002. I haven't added to my initial investment I made way back when except for dividend reinvestment. I also use it in my kids college funds.
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BUY CROX June 29, 2007
I don't typically buy speculative growth stocks but, my wife got her first Crocs last year, I got mine this year. My kids started wearing them. They are a little ugly at first but you get used to them. They are very comfortable and practical. They are also coming up with different styles and applications. One problem I had was the knock-offs. My friend's kids have the knock-offs. But they call them Crocs. I realized - they have a product where the generic is going to advertise the......
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TCPIX June 29, 2007
My personal portfolio is where I "play" with various ideas. One was suggested by a group called SoundMIndInvesting. They rank sector no-load mutual funds by the one, three, six and twelve months returns and tank them. Initially you buy the fund on the top of this ranking. Then, when it falls outside the first quartile, you sell it and buy whatever is on the top of the ranking. Yes, it's very mechanical and not bery thoughtful. However, thier historical analysis shows a 30.7% return......
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HISC June 29, 2007
I purchased this a couple years ago on a bit of a lark. Really shouldn't have bought it - but I wanted to try a penny stock for fun. I only put $75 on it. I figured it would be cheeper than playing the lottery - and more likely to be successful. I don't sell it simply because it'll cost me more to sell it than just let it go bankrupt.
- Expertise 5-10 years
- Country United States
- State Oregon
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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.