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
John Watkins III - View Profile
Personal Track Record
| Inception date | July 03, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception July 03, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.20 | 4.41 |
| 3 month (%) | -2.14 | 4.76 |
| 1 year (%) | -13.55 | 2.09 |
| Annualized since inception (%) | 7.43 | 0.68 |
| Since inception (%) | 38.89 | n/a |
| Sharpe (annualized) | 0.24 | 0.01 |
| % of positive months | 58.18 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Best Buy Value July 19, 2007
Best Buy is a quality large-cap company that has recently been negatively affected by lower margin sales, which led to missed earnings. There will be some volatility in the short term, but I believe that the long term prospects are positive. BBY is trading well below its intrinsic value and should provide a return greater than the market over the next few years.
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Best Buy Value July 19, 2007
Best Buy is a quality large-cap company that has recently been negatively affected by lower margin sales, which led to missed earnings. There will be some volatility in the short term, but I believe that the long term prospects are positive. BBY is trading well below its intrinsic value and should provide a return greater than the market over the next few years.
- Expertise None
- 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.