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 15, 2011
JE ART - View Profile
Personal Track Record
| Inception date | July 13, 2007 |
| Strategy | Opportunistic |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 13, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -2.45 | 4.41 |
| 3 month (%) | 4.33 | 4.76 |
| 1 year (%) | 26.48 | 2.09 |
| Annualized since inception (%) | 16.95 | 0.68 |
| Since inception (%) | 80.59 | n/a |
| Sharpe (annualized) | 0.40 | 0.01 |
| % of positive months | 62.22 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Profit taking again!!! April 04, 2008
Still holding a long option position RIMM jun 130 calls (RULFV). I will keep it for 20 more days. (until AAPL earnings) unless it brakes 115.
JE
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Profit Taking April 03, 2008
JE
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SWAP March 26, 2008
Reducing the stock position, increasing call option position. I will buy back the stock when it adjusts 5 to 10 points. And sell again before earnings.
JE
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Ctrl Alt Delete February 26, 2008
Concentrating my portfolio in less stocks and option trading to make up for Jan losses.
JE
- Expertise 20+ years
- Education MBA, Stern NYU
- Country United States
- State New York
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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.