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
lesterinvest - View Profile
Personal Track Record
| Inception date | June 27, 2007 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 27, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.39 | 4.41 |
| 3 month (%) | 3.42 | 4.76 |
| 1 year (%) | -0.79 | 2.09 |
| Annualized since inception (%) | -8.13 | 0.68 |
| Since inception (%) | -32.31 | n/a |
| Sharpe (annualized) | -0.32 | 0.01 |
| % of positive months | 48.21 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Mid Cap Only Middle Performance January 02, 2008
After holding this security for a couple years, the overall lack-luster performance has resulted in my removal of this holding from my portfolio. I believe that this sector of the market has not performed well and perhaps the international holdings can come to the forefront.
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XOP Purchase July 27, 2007
The entire energy sector continues to experience a rapid expansion, whether in traditional oil, or coal, solar, electricity and other alternative sources. It is quite a challenge to remain current with all of these developments. For this reason, I believe that XOP offers a wide diversification within a particular sector, covering a variety of different players in oil and gas exploration and production. They cover US and International companies, with the majority falling into the mid-large cap......
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DEO--Better buy now July 02, 2007
Drinking is off in the US -- well, not really, but sales were down slightly for one of the largest providers of spirits in the US. Diageo has about 30% of the US drinks markets. This is one of the largest wine, beer, and spirits manufacturer in the world. They make Brands like Johnnie Walker, Bailey's, Cuevro, J&B, Guiness, Smirnoff, Tanqueray, Bertrams, Hennessy, Gordon's, Gilbeys, Godiva, and even Romana ambuca! With the "premium" brands increasing sales in Asia (specifically in Japan, China, Korea), there is an excellent potentil to continue growth in those regions. Sales in the US increase by about 6% per year, with higher profit growth expected in the future. They also seem to do better in the large US market than Pernod or even Heineken, and yet they trade at a much lower forward PE than the competition. Drink up.
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ITRI--BUY June 30, 2007
Itron is one of those unique companies that is quite small, but makes a product that has a tremendous impact on an industry. This is a small cap company (20%). I think the market penetration is limited now (only large urban areas with
- Job Title Consultant Pathologist
- Industry Hospital and Health Care
- Expertise 20+ years
- Education MD
- Country United States
- State Connecticut
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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.