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
Ken Caruso - View Profile
Personal Track Record
| Inception date | August 05, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 05, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.40 | 4.41 |
| 3 month (%) | -6.13 | 4.76 |
| 1 year (%) | -30.61 | 2.09 |
| Annualized since inception (%) | 9.02 | 0.68 |
| Since inception (%) | 24.02 | n/a |
| Sharpe (annualized) | 0.32 | 0.01 |
| % of positive months | 60.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Festival of Stocks #178 February 1st 2010 February 01, 2010
This is my first time hosting the “Festival of Stocks”. For those of you that don’t know, The Festival of Stocks is a blog carnival and I encourage you to consider participating either by contributing or signing up to host it. You can do so by reading the info about the carnival at Value Investing News.
There were over 40 submissions and I arbitrarily picked 23 as the limit. I am quite impressed with the variety in the topics. I am mostly value focused so it was interesting to read some articles......
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February 1st Festival of Stocks January 24, 2010
A quick note that I will be hosting the February 1st edition of the “Festival of Stocks”. I have already gotten 3 submissions. Keep’em coming.
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ITEX 2009 Annual Shareholder Meeting Notes December 13, 2009
*NOTE: I was not taking notes during the meeting so these notes are entirely reconstructed from memory, in addition I am paraphrasing what was said not directly quoting people. It is possible that information is not entirely accurate. I know for certain the order of the information below in NO way reflects the order of the actual conversations.
Location: Itex headquarters, Bellevue, WA
Attendance: 12 or 13 people including the ITEX board and company operators.
A representative of the Polonitza......
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Airline Mile Arbitrage December 12, 2009
I have talked about risk arbitrage in the past but risk arbitrage in stocks is not true arbitrage. In my experience is very rare to come across a true arbitrage situation meaning there is a guaranteed profit, no risk and the transactions happen almost simultaneously. So I do find it fascinating when I come across one.
The Wall St. Journal and Make Magazine posted stories about frequent fliers who found a nifty arbitrage transaction. The US Mint was offering free shipping on $1 Native American and......
- Industry Utilities
- Expertise 1-5 years
- Year of Birth 1977
- Country United States
- State Washington
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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.