Personal Track Record
Buy undervalued companies that have future potential. Greatest emphasis put on low debt, dividends and management.
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
May 02, 2011
Joe Potter - View Profile
Personal Track Record
| Inception date | January 22, 2010 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 22, 2010 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.01 | 4.41 |
| 3 month (%) | 8.24 | 4.76 |
| 1 year (%) | 11.72 | 2.09 |
| Annualized since inception (%) | 17.34 | 0.68 |
| Since inception (%) | 38.28 | n/a |
| Sharpe (annualized) | 0.76 | 0.01 |
| % of positive months | 64.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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CFL February 17, 2010
The price seemed pretty depressed when they changed from Brinks to Broadview, and understandably so. It is still a solid company that was temporarily out of favor. Now that they have been bought out, I am hoping the paperwork takes long enough to make the gains long-term for my position.
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BRK.B February 17, 2010
I love this company. I bought this near the market bottom. I am pretty significantly up since the purchase and I am over allocated, but I can't convince myself to sell any. Maybe I will trim my position a bit after I have held for more than 12 months to cut the taxes.
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FAX February 17, 2010
I bought this near the market bottom. I bought it for bond and international exposure. Because the price has recovered significantly since my purchase, I am now getting an effective 9.5% dividend yield. Not sure how much I would buy at todays price, but I don't expect to sell this one any time soon.
- Job Title Admin
- Industry Hospitality
- Expertise 5-10 years
- Education B. Architecture, Washington State University
- Qualifications none
- Year of Birth 1978
- Country United States
- State Washington
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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.