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
Oct 29, 2009
Mark Blair - View Profile
Personal Track Record
| Inception date | December 26, 2007 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception December 26, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.49 | 4.41 |
| 3 month (%) | 3.58 | 4.76 |
| 1 year (%) | 3.18 | 2.09 |
| Annualized since inception (%) | 0.95 | 0.68 |
| Since inception (%) | 3.96 | n/a |
| Sharpe (annualized) | 0.07 | 0.01 |
| % of positive months | 62.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Vanguard Muni August 31, 2008
Good low-cost holding for munis
-
Oil Short August 05, 2008
Good opportunity for expected decline in oil prices.
-
Prudential Trust Preferred July 11, 2008
Good risk/reward--selling at significant discount with AA rating; yield at cost approximates 12% and price should eventually return to par.
-
SHY April 27, 2008
Time to get out of ST Treasuries. This investment did it's job in the downturn.
- Expertise 20+ years
- Qualifications CFA, CPA
- Country United States
- State West Virginia
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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.