Personal Track Record
Looking for investments that play off the fact that I am concerned about the fundamentals of the US economy in the short-term
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
Dec 27, 2007
Jeremy Epstein - View Profile
Personal Track Record
| Inception date | October 02, 2007 |
| Strategy | Macro |
| Asset Class | ETFs and large cap |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 02, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.61 | 4.41 |
| 3 month (%) | 3.69 | 4.76 |
| 1 year (%) | 6.55 | 2.09 |
| Annualized since inception (%) | 1.03 | 0.68 |
| Since inception (%) | 4.54 | n/a |
| Sharpe (annualized) | 0.03 | 0.01 |
| % of positive months | 59.62 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Would you bet against Buffet? October 02, 2007
I bought this a few years ago...nuff said.
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Asher Big 3 October 02, 2007
Whoops on earlier post...ELON makes systems that automate building management (energy conservation play). one of the big 3 of my brother...I trust his judgment. This stock has grown like nuts in the past few months
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The original Asher Big 1 October 02, 2007
My brother, Asher, is a student of the market. CKFR was his original bet. Company was just bought @ $48/share which will close in Dec/Jan. I trust his judgment and hence the investment. (I am working on getting him on Covestor so he can share his rationale as well)
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Asher Big 3 October 02, 2007
My brother, Asher, is a student of the market. WIND is an embedded devices OS company. I trust his judgment and hence the investment. (I am working on getting him on Covestor so he can share his rationale as well)
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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.