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
Feb 01, 2012
leoc - View Profile
Personal Track Record
| Inception date | May 31, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception May 31, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.36 | 4.41 |
| 3 month (%) | -2.20 | 4.76 |
| 1 year (%) | -13.35 | 2.09 |
| Annualized since inception (%) | -15.03 | 0.68 |
| Since inception (%) | -45.04 | n/a |
| Sharpe (annualized) | -0.36 | 0.01 |
| % of positive months | 42.22 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Where do we go from here? Crash or Bubble? March 23, 2009
First we need to understand the difference b/w a crash or a bubble.
In a market crash the endpoint is unpredictable. The crash itself marks the beginning of a new paradigm and complete uncertanty. A bubble on the other hand, is not the beginning of somehting new but a return to normalcy, proven, fundamentally sound and rational expectations. So, when a buble breaks, its endpoint is predictable.
Long-term support for the DJIA is ~7,000 and for the S&P ~800. At these levels, economic......
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Profit taking on financials was logical. March 19, 2009
C'mon, up 50% and not take profits!!!! You crazy!!!!
"BULLS MAKE MONEY, BEARS MAKE MONEY, PIGS GET SLAUGHTERED"
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Begin of US economic recovery? March 12, 2009
Gains in international trade could raise speculations that economic recovery maybe under way after a report of better than expected drop in retail sales.
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US Retail Sales from Ecoday March 12, 2009
Retail Sales Released on 3/12/2009 8:30:00 AM For February, 2009 Previous Consensus Consensus Range Actual Retail Sales - M/M change 1.0 % -0.5 % -1.5 % to 0.2 % -0.1 % Retail Sales less autos - M/M change 0.9 % -0.2 % -1.0 % to 0.7 % 0.7 %
Highlights
Retail sales in February were soft at the headline level but surprisingly strong at the core level. Overall retail sales fell back 0.1 percent in February, after a 1.8 percent rebound in January.......
- Job Title Director
- Industry Venture Capital and Private Equity
- Expertise 5-10 years
- Education UF - Finance/Economics
- Qualifications CFA Level II Candidate, Series 7 and 65, Annuities and Insurance Agent
- Year of Birth 1975
- Country United States
- State Florida
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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.