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
Jan 11, 2011
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | -1.38 | 0.68 |
| Since inception (%) | -5.85 | n/a |
| Sharpe (annualized) | -0.10 | 0.01 |
| % of positive months | 5.66 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market report: 2007-10-10 October 10, 2007
Bullish on south Asia, Latin America and online distribution.
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Rhapsody will replace music retail October 10, 2007
I am a daily user of Rhapsody on SONOS and I don't need to manipulate any CD to listen to almost anything I want. They just signed with Tivo and were upgraded recently. I thought it might be a good time to jump in.
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CPLA October 03, 2007
I was trying to find an investment vehicle in online education and there is not much out there. CPLA looked good and I seem to be lucky for now.
- Expertise 5-10 years
- Country United States
- State New York
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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.