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
Feb 01, 2012
Mark Swanson - View Profile
Personal Track Record
| Inception date | October 24, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 24, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.49 | 4.41 |
| 3 month (%) | -3.74 | 4.76 |
| 1 year (%) | 17.97 | 2.09 |
| Annualized since inception (%) | 1.50 | 0.68 |
| Since inception (%) | 6.60 | n/a |
| Sharpe (annualized) | 0.06 | 0.01 |
| % of positive months | 59.62 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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AAPL - The next Microsoft? January 09, 2008
I bought this at 175 on Jan 7th as a long term hold because the biggest trend I see in the industry. The #1 trend among Cisco employees is moving to dual boot MACs .
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EGHT - Now is the time to buy January 09, 2008
I am in this business and have been following these guys for several years. Over the last few months, 8x8 has taken a more aggressive approach in managing costs. In addition, with the improved margin associated with focusing on the SOHO market 8x8 will see itself significant margin improvement over at least the next two quarters. Also, the product set and distribution growing. On November 19, 8x8 launched MobileTalk International, a service that allows customers to use their own cell phone......
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SOLF Watchlist idea December 26, 2007
Option Activity
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Cbeyond - Solid and Predictable December 10, 2007
These guys are #1 in the IBD Telecom Group. They deliver consistent earnings growth, predictable customer acquisition, and are well managed. They are a new breed of Telecom companies that will eventually be taken out by one of the big guys for a huge premium.
- Expertise 10-20 years
- Country United States
- State Florida
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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.