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
jbroughman - View Profile
Personal Track Record
| Inception date | August 31, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 31, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.98 | 4.41 |
| 3 month (%) | 2.85 | 4.76 |
| 1 year (%) | -5.30 | 2.09 |
| Annualized since inception (%) | 6.97 | 0.68 |
| Since inception (%) | 17.73 | n/a |
| Sharpe (annualized) | 0.22 | 0.01 |
| % of positive months | 46.67 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Join the Revolution of @Stocktwits (and a Thank You to some of the great people I follow) January 27, 2010
As an indivdual investor who invests his own hard earned money, I want to give thanks for a new revoluiton in personal investing.
Before Twitter and Stocktwits, the little investor like myself was lost in the wilderness. We had to rely on the local brokerages and investment advisors in our own communities or rely on news from CNBC and a lot of talking heads who give stock picks and advice without verifying what they're doing with their own money. Or plopping your money into some Mutual Fund and......
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Sold PCS October 09, 2009
Due to further Due Diligence, the risks in this issue outweigh the positives. I sold due to the heavy draw down in price from where I purchased the stock. MetroPCS also is holding quite a bit of debt(3.5bil), plus quite a bit of Insider Selling and recent downgrades tangled with a highly competitive marketplace.
However with all that said, a positive outcome is still likely. PCS is still a valid buyout target with their product offering and the spectrum they own that can be used for 4G......
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A quick update on TNDM October 06, 2009
This is a news post from briefing.com on Oppenheimers opinion that TNDM is oversold and why:
Briefing.com (TNDM) Ticker Alert for In Play
06-Oct-09 07:50 ET
Neutral Tandem: Stock oversold on threats from emerging competition - Oppenheimer (21.86)
Oppenheimer believes the stock has been oversold and would take advantage of the attractive entry point (TNDM trades at a discount to historical multiples, the towers and data-focused interconnection models). Following channel checks, firm believes...... -
Bought PCS this morning, Risky= Yes, Undervalued= Yes September 22, 2009
This morning I bought a small position in PCS. I feel its undervalued right now based on the fact that MetroPCS customer base is consistently growing month to month and they are on track with new market buildout. I have been witneesing some of their new stores and marketing in my area here in Michigan and they have been agrresively growing with new dealeres and stores.
Another brightspot and reason to buy PCS at these price levels is the fact they have been talked about as a buyout canidate......
- Industry Automotive
- Expertise 1-5 years
- Year of Birth 1978
- Country United States
- State Michigan
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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.