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 25, 2010
Joseph M Orost - View Profile
Personal Track Record
| Inception date | September 14, 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 September 14, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.27 | 4.41 |
| 3 month (%) | 4.40 | 4.76 |
| 1 year (%) | 0.77 | 2.09 |
| Annualized since inception (%) | -0.06 | 0.68 |
| Since inception (%) | -0.15 | n/a |
| Sharpe (annualized) | -0.01 | 0.01 |
| % of positive months | 48.28 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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CA:CFO January 10, 2009
CA:CFO is Clifton Star, a Canadian Junior Mining company in Quebec. With over C$8.6 million in working capital, Clifton Star has the financial capability to advance its gold projects well into 2009. The Company is examining the potential for open-pit mining and ramping.
They were also noted to be a potential takeover candidate at the Financial Vortex conference.
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TBT January 10, 2009
TBT is an ETF that shorts the 20Y US government bond. Since we are the verge of a bond bubble burst, this should do very well.
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ETJ December 27, 2008
I hold this fund in my 401K account (not tracked here). I bought a 1/4 position on 12/24/2008 @ $17.95.
There is a very conservative options strategy called a "collar strategy" where you hold a stock (or an index) and sell covered calls against it, and use the money from the calls to buy "insurance" using puts. I’ve been doing a lot of research into using this strategy. It looks like a very good conservative strategy. While you can "roll this yourself", it’s a lot of work. I have found 2 ways to......
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SSG December 27, 2008
This is from my Dad calling me after we made some good money on these shorts and saying "let's go short again!". And I listened!! Now I'm hoping for the day this goes above water again (if ever).
- Expertise 10-20 years
- Education MS, Computer Science, 1995
- Country United States
- State New Jersey
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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.