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
Jun 04, 2011
lars - View Profile
Personal Track Record
| Inception date | September 28, 2007 |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.03 | 4.41 |
| 3 month (%) | 7.18 | 4.76 |
| 1 year (%) | 25.25 | 2.09 |
| Annualized since inception (%) | 5.22 | 0.68 |
| Since inception (%) | 24.76 | n/a |
| Sharpe (annualized) | 0.17 | 0.01 |
| % of positive months | 49.06 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Doubled Citi holdings March 18, 2008
Spotted Citi dipping below the price I bought at previously, doubled my holdings at what seems like a good time to buy. The result is a better average purchase price.
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Just a slice of Apple February 14, 2008
Always wanted to own stock in Apple, seeing that I enjoy their products and design philosophy. So the decision to buy was not one backed by financial research, just acting opportunistically when the price tumbled.
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A bank on sale January 24, 2008
Buying into Citi while it looks like it is on sale. Supports my diversification into financial services which until recently looked dear.
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Market report: 2008-01-15 January 15, 2008
Resisting the temptation to get out of the market but looking at what to buy during the sales season.
- Expertise 10-20 years
- Education Master's degree in Economics
- 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.