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
jack65203 - View Profile
Personal Track Record
| Inception date | November 30, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception November 30, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.49 | 4.41 |
| 3 month (%) | -4.71 | 4.76 |
| 1 year (%) | -11.72 | 2.09 |
| Annualized since inception (%) | -6.54 | 0.68 |
| Since inception (%) | -24.60 | n/a |
| Sharpe (annualized) | -0.29 | 0.01 |
| % of positive months | 47.06 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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LOW Watchlist idea December 27, 2007
this is trading almost 40% below its 5-year high and just increased the dividend by 60%. this stock is too cheap. It has 10% ROA and 18% ROE
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BBBY Watchlist idea December 27, 2007
a top retail pick by morningstar with 15.7% ROA and 24.8% ROE
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WB Watchlist idea December 27, 2007
another top pick by morningstar
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BAC Watchlist idea December 27, 2007
another top pick by morningstar
- Expertise 10-20 years
- Country United States
- State Missouri
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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.