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
Jan 23, 2011
Johnny Ho - View Profile
Personal Track Record
| Inception date | August 11, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 11, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.01 | 4.41 |
| 3 month (%) | 0.86 | 4.76 |
| 1 year (%) | -9.52 | 2.09 |
| Annualized since inception (%) | 6.89 | 0.68 |
| Since inception (%) | 34.79 | n/a |
| Sharpe (annualized) | 0.16 | 0.01 |
| % of positive months | 55.56 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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ANAD--rookie mistake August 13, 2008
Man, I really got killed by this stock. Once upon a time, ANAD was up around the $19 range, but then earnings season came around and it missed analyst's estimates and dropped to the mid teens. I got in then thinking that it was going to be a one time thing. However, the stock continued to drop like a bomb to the $5 range. Then earnings season came and it went back up to the low teens. I probably should have sold it at that time and taken a small hit, but I decided to wait again until this......
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Why I sold at 50 September 21, 2007
I bought Coach about a year ago when it was in the mid 30s. Since that time, it has waffled between the mid 40s to a high of about 50 and recently has been stuck in the low 40's. I think that the true value of the stock is around 49 to 50, so when it reached that target price after FED's announcement, I felt it was time to take profit.
- Expertise 1-5 years
- Country United States
- State Washington
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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.