Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
markhu - View Profile
Personal Track Record
| Inception date | May 21, 2009 |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 21, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.26 | 4.41 |
| 3 month (%) | 0.65 | 4.76 |
| 1 year (%) | 12.52 | 2.09 |
| Annualized since inception (%) | 15.59 | 0.68 |
| Since inception (%) | 47.90 | n/a |
| Sharpe (annualized) | 1.27 | 0.01 |
| % of positive months | 63.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Demand for oil should increase in reponse to low prices May 21, 2009
A company like Parker Drilling which has strong enough financials to weather the drop in demand/prices will be in a good position to swing into action and business picks up again.
The MLPs like Kinder Morgan continue to churn out dividends, even if the share price drops a bit.
- Job Title QA Engineer
- Industry Computer Software
- Expertise 5-10 years
- Education BS, Biola University
- Qualifications BS CIS
- Year of Birth 1968
- 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.