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
Feb 01, 2012
johlson - View Profile
Personal Track Record
| Inception date | June 29, 2007 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 29, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.43 | 4.41 |
| 3 month (%) | -7.20 | 4.76 |
| 1 year (%) | -3.60 | 2.09 |
| Annualized since inception (%) | -4.08 | 0.68 |
| Since inception (%) | -14.67 | n/a |
| Sharpe (annualized) | -0.15 | 0.01 |
| % of positive months | 43.48 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Ethanex Energy, Inc. July 02, 2007
Another example of principle over practicality - I liked the story (efficiency gained from location at sites with existing rail facilities and availability of waste heat, a supposed better manufacturing process and association with seeming heavyweights) along with the whole alternative energy thing - bought twice in 12/06 @ 2.35 and 2.06, sold half a few days later @ 1.78 - I decided to ride this one out, probably to my ultimate loss, in view of the big increase in corn prices
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Cardiome Pharma Corp. July 02, 2007
Bought 6/18/07 @ 10.20 - based on a stock screener I started using recently - basically, I am looking for a moderate price increase (3-10%) on substantial volume (3 or more times the 13-week daily average) with no obvious news causing the move - in effect, I am looking for situations where someone knows something before Mr. Market does - I then take a fast look at the fundamentals and charts, the latter in order to get in at the be beginning of a move, not the end Not well played so far - I......
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Verigy, Ltd. July 02, 2007
See rationale for Aspreva Pharmaceuticals for basic rationale. This is the second trip with VRGY. The first was a two-month hold for a 28 % gain. This position entered on 4/23/07 @ 25.43
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Net 1 Ueps Technologies Inc. July 02, 2007
See rationale for Aspreva Pharmaceuticals for basic rationale. This position entered on 5/7/07 @ 25.25
- Expertise 20+ years
- Education MBA, University of Michigan
- Qualifications MBA
- Year of Birth 1938
- Country United States
- State Illinois
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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.