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
Kyle Sorgel - View Profile
Personal Track Record
| Inception date | September 30, 2008 |
| Strategy | Value |
| Asset Class | All US equities |
| 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 September 30, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.05 | 4.41 |
| 3 month (%) | 2.17 | 4.76 |
| 1 year (%) | 7.72 | 2.09 |
| Annualized since inception (%) | 12.29 | 0.68 |
| Since inception (%) | 47.29 | n/a |
| Sharpe (annualized) | 0.37 | 0.01 |
| % of positive months | 51.22 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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XING - The Ultimate Contrarian Play August 26, 2009
XING - Qiao Xing Universal Telephone Inc.
Risk: High
Type: Contrarian
P/E: N/A
P/B: .13
P/CF: N/A
Rationale:
Qiao Xing Universal telephones Inc manufactures and distributes phone terminals. It also distributes cord and cordless phones throughout China. At first glance you would think that buying stock in a company whos main business is selling land line phone's is a poor investment choice, but when you dig a little deeper you will find a VERY hidden gem. First, lets start off with......
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100% of American Dairy's operations are not in America October 23, 2008
This is easily one of the most overlooked stocks on Wall Street, you can probably attribute this to its name. American Dairy is a company that has all of its operations in China. China has one of the lowest milk consumption per capita of any country in the world. The government wants to change this so their give tax advantages to companies that sell dairy products (like ADY) and are doing government sponsored programs in schools to promote drinking more milk as a part of a balanced diet. On top......
- Expertise 1-5 years
- Qualifications B.S. in Business Administration and Supply Chain Management
- Country United States
- State California
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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.