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Personal Track Record

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  • It is a record of a member’s personal broker account as reported to Covestor
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INDIVIDUAL
INVESTOR

Personal Track Record

Inception date June 19, 2009
Strategy Value
Asset Class All US equities
Long/Short Long only
Cap bias No specific
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 19, 2009 Member S&P 500
Month to date (%) 3.16 4.41
3 month (%) 3.64 4.76
1 year (%) -3.54 2.09
Annualized since inception (%) 18.57 0.68
Since inception (%) 56.28 n/a
Sharpe (annualized) 0.57 0.01
% of positive months 62.50 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Magic Formula Stocks On The Move 11-14-09 November 14, 2009

    Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 11-14-09 on the top 30 list.
    Top 30/50 Million:

    In:

    • Continucare Corporation (CNU)
    • The Corporate Executive Board Company (EXBD)
    • Immunomedics, Inc. (IMMU)
    • Infinity Pharmaceuticals, Inc. (INFI)

    Out:

    • Cubist Pharmaceuticals, Inc (CBST)
    • i2 Technologies, Inc. (ITWO)
    • Oncothyreon Inc. (ONTY)
    • Pervasive......

    Read More >

  • The 1929 Stock Market Crash November 09, 2009

    “Those who cannot learn from history are doomed to repeat it.”- George Santayana

    With the market’s run up from its March lows, I have become a bit nervous about where the market is headed. You have to be. While the upside is nice, the downside is equally as brutal. The really bad part about today’s market is the lack of opportunities. I find it hard to believe certain bloggers are finding so many bargains. I recently read a blog where it seemed every blog post included a buy recommendation, are......

    Read More >

  • Magic Formula Stocks On The Move 11-7-09 November 07, 2009

    Each week I track which stocks are moving in and out of the top 30 from the Magic Formula Screen. This screen in ran for companies with a minimum market cap of 50.Here are the moves for the week ended 11-7-09 on the top 30 list.
    Top 30/50 Million:

    In:

    • Argan, Inc. (AGX)
    • Comfort Systems USA, Inc (FIX)
    • Cubist Pharmaceuticals, Inc. (CBST)
    • Lorillard, Inc (LO)
    • Synta Pharmaceuticals Corp. (SNTA)

    Out:

    • BigBand Networks, Inc. (BBND)
    • The Corporate Executive Board Company (EXBD)
    • DivX, Inc. (DIVX)
    • Net 1......

    Read More >

  • 4 Warren Buffett Quotes On Burlington-Northern Acquisition November 03, 2009

    Warren Buffett Burlington-Northern

    I can’t say I saw this coming, but it doesn’t surprise me. I looked into Burlington-Northern a couple of times but I never able to convince myself to buy a great company at a fair price. I figured the stock was worth $100, but with the market decline, I also figured better bargains would exist. One thing I did come away with from reading the multiple filings is how big a moat railroads have.

    Burlington-Northern Valuation

    [IMAGE]

    5 Warren Buffett Quotes On ......

    Read More >

Value Investing HQ Profile Picture
  • Job Title Manager
  • Industry Machinery
  • Expertise 5-10 years
  • Education California State University - Los Angeles
  • Qualifications B.S. Business Administration- Finance
  • Year of Birth 1985
  • Country United States
  • State California
  • City Whittier

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.