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Personal Track Record

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  • It is a record of a member’s personal broker account as reported to Covestor
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Aug 08, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date June 08, 2007
Cap bias No specific
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 08, 2007 Member S&P 500
Month to date (%) 3.23 4.41
3 month (%) 2.62 4.76
1 year (%) 12.96 2.09
Annualized since inception (%) 14.39 0.68
Since inception (%) 86.97 n/a
Sharpe (annualized) 0.91 0.01
% of positive months 64.29 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • A Bubble in Retrospect June 27, 2008

    [IMAGE]
    Barry Ritholtz's excellent summary of the housing market's woes got me thinking as he discussed David Lereah, the former chief economist for the National Association of Realtors. Lereah wrote a number of ill-advised and ill-timed investment books, ranging from tech stocks to real estate.

    In 2005, Lereah published Why the Real Estate Boom Will Not Bust, which looks fated to become an inadvertent classic of bubble-market psychology, taking its place alongside James Glassman's Dow 36,000......

    Read More >

  • An Emerging Consensus June 27, 2008

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    Recently, more and more investors and journalists have begun to argue that the center of world financial gravity is shifting decisively away from the US.

    There's an emerging consensus that emerging markets are the place to be for the near future, and potentially for longer.

    This author points to the fact that increased accumulation of foreign reserves has put many emerging market countries in the position of being net creditors, describing emerging markets as being in a "golden age."

    ......

    Read More >

  • Quiet Booms June 27, 2008

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    Those of us who live in commodity-producing areas have noticed something recently that many others haven't: the commodity boom is beginning to make its way into the broader economies of these areas throughout the US and Canada.

    Cash generated by high prices for tangibles is trickling out into banks, real estate, luxury purchases, and capital investment of every part of North America that has an economy reliant on production or distribution of "stuff."


    Minyanville's Ryan Krueger, for......

    Read More >

  • Reading Berkshire's Chart June 27, 2008

    I've found that Berkshire Hathaway (BRK-A), run by a man with no use for technical analysis, is more technically driven than just about any stock I deal with.

    That may not be the definition of irony, but it's not far off.

    I guess this is because 1) there are not many traders who want to swing 115K chunks of stock around and 2) the stock attracts people who are thinking in the long term anyway.

    Look at how BRK has struggled to clear each major round number, then usually dutifully held above......

    Read More >

John Mooney Profile Picture
  • Education Middlebury College, University of Virginia
  • Qualifications BA, MA, PhD
  • Date of Birth January 27, 1976
  • Job Title Lecturer in History, University of Oklahoma
  • Industry Higher Education
  • Investment Experience Nine years

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.