Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
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John Rodgers - View Profile
Personal Track Record
| Inception date | March 31, 2009 |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception March 31, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.49 | 4.41 |
| 3 month (%) | -5.93 | 4.76 |
| 1 year (%) | -3.85 | 2.09 |
| Annualized since inception (%) | 42.07 | 0.68 |
| Since inception (%) | 171.20 | n/a |
| Sharpe (annualized) | 1.52 | 0.01 |
| % of positive months | 51.43 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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CZZ-More upside to follow through March January 06, 2010
The world sugar market continues to tighten and the bull story should not be complete until March. I continue to believe that there is more upside to come with this stock. I think current value is $12-$15 in the near term.
Once the sugar market comes back in balance around May 2010, this stock may consoidate for some time, but I think it is a buy long term as well. The long term play comes with the ethanol side of business. So, there is a short and long term opportunity here.
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TCK-Teck Resources December 01, 2009
As a result of the outlook for metallurgical coal, I believe that TCK is well positioned to increase EPS through 2011. TCK has over 75% of its EBITA coming from coal and copper in 2010 and that trend should continue well into 2011. The demand for coal should continue to increase in the BRIC economies in the coming years as the recovery takes hold. I have a price target of $55 for TCK in 2010 with further increases coming in 2011.
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Cosan Limited-CZZ (Brazilian Sugar and Ethanol producer) August 13, 2009
Several months ago, I mentioned my bullish stance with regard to CZZ, but the Brazilian Real was weak which hurt CZZ in Q4 as a result of their US demoninated debt. The Real has appreciated against the dollar since then and the world sugar market has tightened as well.
The front page of today's Wall Street Journal has an article conerning the sugar market which is is currently undersupplied. India did not get the enough monsoon weather and Brazil is overly dry.
One of the purest plays on......
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WFT-Weatherford International Ltd.(Oil services play) July 21, 2009
After Weatherford announced earnings today, the stock declined more than 5% and settled at $18.95 which is well below the 52 week high of $42.44. Most of the weakness in earnings was attibutable to North American operations. The sell off was overdone and the stock should recover shortly.
If you follow the natural gas market in the US, you are well aware of the sell- off that occured at the end of 2008 that continued through six months of 2009. Natural gas is still searching for a major......
- Education Bethany College
- Qualifications CPA
- Date of Birth March 19, 1971
- Job Title Tax Director
- Industry Utilities
- Investment Experience Personal investor for 15+ years
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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.