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
Aug 10, 2011
Jonathan Berkowitz - View Profile
Personal Track Record
| Inception date | November 12, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception November 12, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 9.85 | 4.41 |
| 3 month (%) | 5.95 | 4.76 |
| 1 year (%) | 2.70 | 2.09 |
| Annualized since inception (%) | 17.96 | 0.68 |
| Since inception (%) | 70.25 | n/a |
| Sharpe (annualized) | 0.73 | 0.01 |
| % of positive months | 61.54 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Oil short November 12, 2008
Oil companies have not yet corrected for drop in oil prices ... shorting via an index is a less risky way to short, but achieves the same goal.
- Expertise 5-10 years
- Country United States
- State Texas
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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.