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
Oct 10, 2010
Joe Agresti - View Profile
Personal Track Record
| Inception date | February 08, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception February 08, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | -33.98 | 2.09 |
| Annualized since inception (%) | -24.89 | 0.68 |
| Since inception (%) | -57.39 | n/a |
| Sharpe (annualized) | -0.45 | 0.01 |
| % of positive months | 33.33 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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holdings April 28, 2010
not showing up on here for some reason but i am holding dec 2010 $10 calls on VVUS
hey BMEL. i am up over 100%. im holding options. plus i had to move most of my money out of this account to start cv.im. good luck with ur indexing. im sure it will make u rich
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Getting back in November 14, 2009
Working on my list this weekend. Some promising things out there. Join CVIM and follow me before Monday
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Not looking to move back in November 04, 2009
Hey Everyone,
Just wanted to give my market update. Not looking to get back into things at this point. The market seems very uncertain and I am content on being on the sidelines for a while to see where things shape out. In the meantime I will do a complete re screen of the 100 or so stocks on my list to be more than ready to get my and your money to work. Thank you for your patience.
Joe
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Moving out of this account, into CVIM October 09, 2009
Hey everyone I will be providing my data for the CVIM platform so I will be using these funds to trade in that account. I will keep this account open with about 1K just to maintain my record on the site. I will frequently be in 1 stock maybe 2. Hope you all understand and will use the CVIM service. Its a great opportunity for everyone.
Thanks
Joe
- Education University of Connecticut
- Qualifications BA Finance
- Date of Birth February 10, 1984
- Job Title Research Analyst at the Rhode Island Deptartment of Labor & Training
- Industry Research
- Investment Experience 5 yrs trading experience total, 1 of which was with an equities firm.
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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.