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
Aug 07, 2010
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Personal Track Record
| Inception date | December 07, 2009 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 07, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.47 | 4.41 |
| 3 month (%) | 6.29 | 4.76 |
| 1 year (%) | 40.14 | 2.09 |
| Annualized since inception (%) | 30.56 | 0.68 |
| Since inception (%) | 77.58 | n/a |
| Sharpe (annualized) | 0.99 | 0.01 |
| % of positive months | 69.23 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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covestor sucks and i'm lazy February 20, 2010
i just haven't gotten around to posting more analyses, partly because i'm busy, partly because i've kinda been changing the way i think about things.
but come on covestor, why do you not include dividends?? One of my positions (MGIC) declared a 25% dividend and another a 50% dividend (EDCI.) So it looks like I'm down 50% on EDCI. Come on, really? And now I have a bunch of shorts on, so who knows how it will treat that.
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Stock #2: DLIA January 30, 2010
This sells clothes to girls aged 12-19 through mall stores and catalogs. I found out about this one here: http://myinvestingnotebook.blogspot.com/2010/01/whitney-tilsons-2009-annual-letter.html
His thesis is that its currently a 55 or 60m company (market cap) but after adjusting for their decent balance sheet and how much cash they should have after Q4 their enterprise value will be only $11m! Surely it's worth many multiples of that (to him, he owns 10% of the company at much higher prices than......
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stock #1: LOV January 29, 2010
NOTE: IF YOU DISAGREE WITH ME OR ANYTHING I WRITE HERE EVER, PLEASE SAY SO AND SAY WHY! I'm not the worlds greatest investor and I'm always open to learning from people who diesagree with me.
these aren't going to be huge writeups, just summaries of my thoughts:
#1 is LOV, a stock that showed up on a blog here: http://shadowstock.blogspot.com/2010/01/monster-share-buybacks-supported-by.html
This is an online personals company, they run 23 separate sites. By far their biggest revenue source is......
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who am i? January 29, 2010
i haven't started using this site really yet, but i think it seems useful and now i even have 2 followers, so here's a quick summary.
i'm a value investor and i have 2 brokerage accounts, this is my smaller mess-around account. most of the holdings in it are an automated system i wrote (i'm originally a programmer) that basically buys cheap stocks. in a lot of ways i'm more comfortable with buying baskets of stocks with certain characteristics because i really don't think i know more than the......
- Expertise 5-10 years
- Country United States
- State Virginia
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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.