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 09, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 24, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.51 | 4.41 |
| 3 month (%) | 2.97 | 4.76 |
| 1 year (%) | -22.74 | 2.09 |
| Annualized since inception (%) | -5.04 | 0.68 |
| Since inception (%) | -17.40 | n/a |
| Sharpe (annualized) | -0.14 | 0.01 |
| % of positive months | 66.67 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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NVidia Investment Rationale May 24, 2008
NVidia has a business model that I understand, and they are one of my top IT stocks for 2008. Despite an early drop in valuation, I stand by NVidia's superior product and believe that continued technological enhancements as well as future bargain-bin price drops on their popular graphics cards should allow them to take more market share away from their primary competitor, AMD. I believe that the gaming industry as a whole is healthy, and should continue to demand accelerated and high-end graphics......
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Starbucks Investment Rationale May 24, 2008
Starbucks was an early-January value play that turned sour after continued earnings disappointments. As such, I feel it is entirely useless to drop them from my portfolio at this time. I believe in their long-term prospects run behind an excellent CEO in Schultz... and consider SBUX a "hold" in this environment. I am hoping for a return to $19 so that I may sell out my position without suffering too much of a loss on an otherwise well-run company that has been brought down with the rest of the......
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Deere Holding Rationale May 24, 2008
Deere is a best-of-breed agriculture play on the market. In one of the strongest sub-industrys in the Industrials sector, DE is poised to return to their classic premium valuation over the next few months. I picked them up after an earnings miss caused an overreaction. DE deserves to trade over $90 in this environment, and I am looking to ride this investment to $95 before re-considering my position.
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Yamana Gold Rationale May 24, 2008
Yamana Gold has been a great performer on my portfolio for some time. I feel it is important to have an inflation hedge in every portfolio, and gold is my commodity of choice. I have successfully taken a 20% profit off the table with AUY before, and believe they will return to their target @ $20 within a few months for some more quick gains.
- Expertise 1-5 years
- Country United States
- State Maryland
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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.