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 11, 2011
Jonathan Newman - View Profile
Personal Track Record
| Inception date | May 30, 2009 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 30, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.37 | 4.41 |
| 3 month (%) | 0.19 | 4.76 |
| 1 year (%) | -7.40 | 2.09 |
| Annualized since inception (%) | 10.82 | 0.68 |
| Since inception (%) | 31.66 | n/a |
| Sharpe (annualized) | 0.51 | 0.01 |
| % of positive months | 57.58 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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good trading stock with a yield too May 30, 2009
trades in range of 55 to mid 60s has good yield
i have succesully traded around this postion several times
- Expertise 20+ years
- Education UMASS BBA , BC MBA
- Year of Birth 1956
- 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.