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
laab789 - View Profile
Personal Track Record
| Inception date | September 15, 2009 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 15, 2009 | 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 (%) | 0.00 | 0.68 |
| Since inception (%) | 0.00 | n/a |
| Sharpe (annualized) | 0.00 | 0.01 |
| % of positive months | 0.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Am considering closing this account September 16, 2009
Unfortunately due to the inability of covestor to adjust the return according to the amount of cash you have in your account (!!) I think I will probably close this account.
It is incorrectly showing my performance dip from 30% to around 13% all because of a relatively small $800 or so loss. It's because covestor can't handle the difference in cash.
A few recent trades have made up the $800 loss so i should still be around 30% return this year, but i'm only showing around 15%.
As a result I think i......
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My performance is incorrect September 09, 2009
Hi all, I'm currently challenging the calculation of my performance - it looks way off.
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Not been trading regularly - gonna change! September 09, 2009
Hi all, just to let you all know (not that anyone is probably following my post!) that I have nto been trading regularly, but that that is set to change.
I shall be far more regular so let's see how my Pnl swings.
I am confident that I can realise a decent return - so far I'm about 28% but I want to get up to at least 50% by year end.
Watch the space!
- Job Title MSc
- Industry Investment Banking
- Expertise 1-5 years
- Education MSc
- Qualifications MSc
- Year of Birth 1979
- 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.