Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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Jul 02, 2009
jbud1 - View Profile
Personal Track Record
| Inception date | October 05, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.69 | 4.41 |
| 3 month (%) | 3.40 | 4.76 |
| 1 year (%) | 36.89 | 2.09 |
| Annualized since inception (%) | 15.73 | 0.68 |
| Since inception (%) | 88.22 | n/a |
| Sharpe (annualized) | 0.43 | 0.01 |
| % of positive months | 59.62 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Income provides extra opportunity October 05, 2007
With a yield of over 4%, BAC has been consistent in terms of value and provides a significant yield and longer term growth opportunities as the general bank market is at a bottom given sub-prime issues. I use BAC as my "cash" account and it provides me better return than a High yield online savings account. The income provides a quarterly trade buffer to increase my positions or take new ones.
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5 Reasons to Hold AAPL October 05, 2007
1. Largest consumer quarter of the year is on the horizon. 2. Iphone sales will lead to more sales of computers increasing their core business. 3. iphone will be released in several other countries around the world and will provide growth. 4. New ipods 5. Great valuation vs. growth rate Cause for concern: - Lack of general openness for developers is a large concern. Not quite large enough for me to be worried yet.
- Expertise 1-5 years
- Country United States
- State Ohio
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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.