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
Nov 12, 2010
Mark Russell - View Profile
Personal Track Record
| Inception date | July 19, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception July 19, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.00 | 4.41 |
| 3 month (%) | 3.26 | 4.76 |
| 1 year (%) | -0.23 | 2.09 |
| Annualized since inception (%) | 0.21 | 0.68 |
| Since inception (%) | 0.95 | n/a |
| Sharpe (annualized) | 0.00 | 0.01 |
| % of positive months | 50.91 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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India Now India Forever July 19, 2007
India turns out the brightest people on the planet and is attracting more and more high tech capital investment. The only thing holding them back is infrastructure and government corruption. However, as with most things, time heals all so this is a long term pick to track the financial, medical, and appliance companies that do business in India.
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Low cost follow the market July 19, 2007
This is the holding pen for my US dollars waiting in the wings. VV is cheaper than SPY, but essentially does the same thing (it does hold some large caps ie GOOG) that the SPY does not.
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Make it an Asian twist and dump the dollars July 19, 2007
This international fund is a fantastic and low-cost way to benefit from foreign exposure - especially asia. This is a long-term hold. I do not care for this new fad of rushing over to China, Japan, and India - but these are the countries on the brink of economic freedom (ex Japan). I bought this catch-all fund because I simply did not have the time to research individual Asian companies to properly form and educated opinion. I also hold this fund to get rid of some US dollars, as Japanese......
- Expertise 5-10 years
- Country United States
- State Nevada
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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.