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
markhud - View Profile
Personal Track Record
| Inception date | May 06, 2009 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 06, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.85 | 4.41 |
| 3 month (%) | 2.16 | 4.76 |
| 1 year (%) | 2.96 | 2.09 |
| Annualized since inception (%) | 9.66 | 0.68 |
| Since inception (%) | 28.79 | n/a |
| Sharpe (annualized) | 1.01 | 0.01 |
| % of positive months | 63.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Target is great. May 21, 2009
My family and I shop at Target for "daily essentials" so I consider them recession-proof.
In fact we have to drive out of our way to get there, but consider it worth it for the deals. If we lived closer, we might do even more shopping there.
Here's the list my wife put together:
cat food, canned
paper towes
toilet paper
dish soap
dishwasher soap
liquid laundry soap
oxy clean (laundry powder)
diapers
wipes
hydrocortisone cream
paper tape
crackers
lotion
trash bags
kids clothes
zip lock bags
......
- Job Title QA Engineer
- Industry Computer Software
- Expertise 5-10 years
- Education BS, Biola University
- 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.