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
John Smith - View Profile
Personal Track Record
| Inception date | May 31, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 31, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.74 | 4.41 |
| 3 month (%) | 1.04 | 4.76 |
| 1 year (%) | -7.11 | 2.09 |
| Annualized since inception (%) | 0.69 | 0.68 |
| Since inception (%) | 2.58 | n/a |
| Sharpe (annualized) | 0.02 | 0.01 |
| % of positive months | 53.33 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Addiction and dividend June 15, 2008
Smokers will keep smoking (maybe even more) in a recession. Great buy-back and dividend to make the downside limited.
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Pinoys love to talk June 15, 2008
This is not performing like I was hoping, but the dividend helps me to stay patient. The fear of inflation pressure in the Philippines is keeping this down for now, but it will eventually take off, and with the market dominance they enjoy we'll see $75 within a couple of years. I will trade around a core 10% position for now.
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Brazil growth June 15, 2008
Will bring this to about 5% of my portfolio. Brazil home buying has not even started yet.
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Natural gas growth June 15, 2008
What is there not to like?
- Industry Computer Software
- Expertise 10-20 years
- Education MSc
- Year of Birth 1970
- Country United States
- State Florida
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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.