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 30, 2010
joshaughnessy - View Profile
Personal Track Record
| Inception date | March 09, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception March 09, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.69 | 4.41 |
| 3 month (%) | 102.33 | 4.76 |
| 1 year (%) | 168.78 | 2.09 |
| Annualized since inception (%) | 25.37 | 0.68 |
| Since inception (%) | 203.11 | n/a |
| Sharpe (annualized) | 0.51 | 0.01 |
| % of positive months | 50.85 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Barclays March 11, 2007
Hoping this stock continues to grow slowly. This is more a long term investment, relying on banks to continue to earn big profits.
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Voda March 11, 2007
With many of the mobile operators diversifying into broadband and other value add services, strengthening their overall mobile offering. Vodafone seems to be the only network provider yet to make a significant acquisition. I am hoping this will happen soon.
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M&S March 11, 2007
M&S have had a good year and based on the positive news surrounding its high street fashion, I though the stock would be worth a punt.
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BT March 11, 2007
Just started investing and while I am exploring I thought investing in a blue chip company that is doing well in the market would at least provide some growth, however small.
- Expertise None
- Country United Kingdom
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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.