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
Aug 11, 2011
M Tai - View Profile
Personal Track Record
| Inception date | December 17, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception December 17, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 16.19 | 4.41 |
| 3 month (%) | 2.87 | 4.76 |
| 1 year (%) | 58.64 | 2.09 |
| Annualized since inception (%) | 21.00 | 0.68 |
| Since inception (%) | 119.67 | n/a |
| Sharpe (annualized) | 0.38 | 0.01 |
| % of positive months | 56.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Beaten down MLP February 26, 2008
Constellation Energy Partners IPO'd at the end of 2006 and is now trading below it's IPO price after falling 60% from it's high of $50. The distributions have been increasing over the past year, and at current prices, CEP is yielding 11.7%. With steady production, the distribution should be stable for years to come. I'm hoping for a little yield compression (via stock price increase of course), and will happily take the income in the meantime.
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Anworth (ANH) Update February 14, 2008
ANH was down around 3% today due to MFA missing by a penny. With more rate cuts expected, this sector will do well. If the MREITs continue to show more weakness, I will add to my holdings.
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Yamana Gold February 13, 2008
Eventually I may start purchasing GLD, but in the meantime, I continue to hold AUY as a hedge against the US Dollar. They are one of the lowest cost miners of gold and also have significant copper production. While a recession in the US could affect the demand for copper domestically, I believe we are still in a global commodity bull market. Although copper prices seem to have stabilized recently, we are still close to the 5-year high. I don't think I have to mention where gold is at.
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Absolute Software December 19, 2007
A Canadian company that provides computer asset tracking and theft recovery solutions. Their software is embedded in the BIOS of several OEMs including Dell and HP. They are currently the leader in the theft recovery solutions field, having signed several contracts with government and educational agencies. They are also a potential takeover target by other PC security companies such as Symantec.
- Expertise 10-20 years
- 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.