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
Apr 25, 2010
Jon Heller - View Profile
Personal Track Record
| Inception date | July 17, 2008 |
| Long/Short | Long only |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception July 17, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -3.15 | 4.41 |
| 3 month (%) | -13.28 | 4.76 |
| 1 year (%) | -37.08 | 2.09 |
| Annualized since inception (%) | -47.30 | 0.68 |
| Since inception (%) | -89.68 | n/a |
| Sharpe (annualized) | -0.52 | 0.01 |
| % of positive months | 34.88 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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How to Pick Stocks in Five Steps October 30, 2008
[IMAGE]As you may well know, I am an advocate of investing in individual stocks. Index funds are absolutely useful for certain investing situations - it’s what I currently have my IRA invested in. But the growth potential of individual stocks is huge. Not only that, but there’s something about investing in individual companies that really adds a lot of excitement to investing. What that excitement means is that you’ll be paying more attention to your investments, which in turn increases the......
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Watching and Waiting September 18, 2008
[IMAGE]As I glance over at my box of drafts for this blog, I see about a half-dozen unfinished pieces on stocks, market timing, and personal finance. Why? Well, to be honest, it’s been hard to write about anything finance related for the past few months, with the way the market has been behaving. My introduction to the market began January 2007, which in retrospect was a pretty good time. The market took some dips in March and July, but it was still easy to make money until the end of the year.
...... -
Jumping back in with a pair of CROX July 17, 2008
The market had an excellent day yesterday, doing just well enough to convince me to move out of my 100% cash position and go ahead with a stock purchase. And that purchase was Crocs (CROX), maker of those funny, swiss-cheese looking shoes that you see all over the place.
Considering the fact that I have only been investing for a year and a half, I suppose I could go as far to call CROX my “heritage stock.” I’ve researched this stock more than any other, and have a certain fondness for it......
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Should You Invest In Stocks You Know? June 05, 2008
This is a response to this question:
I’ve been interested in stocks for the past few years and I’m finally looking to invest in some stocks. One thing that alot of investors recommend is to invest in companies you actually like. I was just wondering if this is a bad idea? I’ve also read about the importance of diversification - pick 5 stocks, all from different sectors, and gather information about said companies.
The companies I’m looking at are Costco and Chipotle. Both have expanded to my......
![[IMAGE]](http://www.moneymythos.com/wp-content/uploads/2008/10/660952_stock_watch.jpg){kind=link}
![[IMAGE]](http://www.moneymythos.com/wp-content/uploads/2008/09/soto_60-300x167.jpg){kind=link}
![[IMAGE]](http://upload.wikimedia.org/wikipedia/commons/thumb/a/ad/Crocs.jpg/202px-Crocs.jpg){kind=link}
- Job Title Web Content Manager
- Industry Financial Services
- Expertise 1-5 years
- Education MS, Villanova University
- Year of Birth 1982
- Country United States
- State Massachusetts
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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.