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
Joerr Smith - View Profile
Personal Track Record
| Inception date | October 01, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.64 | 4.41 |
| 3 month (%) | 9.18 | 4.76 |
| 1 year (%) | 7.95 | 2.09 |
| Annualized since inception (%) | -7.00 | 0.68 |
| Since inception (%) | -27.01 | n/a |
| Sharpe (annualized) | -0.23 | 0.01 |
| % of positive months | 46.15 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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PPL rationale December 04, 2007
Most Long-Term Stock for me. Consistant earnings and investments should continue to grow the company over the long term at a steady rate.
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BIOD Watchlist idea November 23, 2007
Read article in BusinessWeek
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NSTK Watchlist idea November 23, 2007
It got hammered when it lost the Procter and Gamble nasal osteoporosis deal which took about half the value away from the company. However, due to a relatively strong balance sheet I would consider coming into this stock and holding for a year or two and selling on news of clinical studies or FDA approval or whatnot that moves biotech stocks.
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EBAY Watchlist idea November 23, 2007
I think the market has dragged this stock below a fair valuation of the mid to upper 30's especially with the Mastercard Paypal alliance.
- Expertise 1-5 years
- Country United States
- State Kentucky
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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.