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
May 05, 2010
maxey - View Profile
Personal Track Record
| Inception date | July 09, 2008 |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 09, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.51 | 4.41 |
| 3 month (%) | 0.52 | 4.76 |
| 1 year (%) | -15.24 | 2.09 |
| Annualized since inception (%) | -1.69 | 0.68 |
| Since inception (%) | -5.91 | n/a |
| Sharpe (annualized) | -0.03 | 0.01 |
| % of positive months | 48.84 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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New to Covestor July 10, 2008
Just joined the other day and find it informative. I began investing last year after selliing some real estate and made some very good profits(over 20%) last year. Then I got very aggressive with AOG,FMD, BAC and CRDN and am now showing a 32% reduction in my 15 holdings. for 2008. I still fell this stocks have promise and intend to hold for the longer term. By the way I studied Warren Buffet's 18 largest holdings and found that they had gone down about 29% in the past year so I guess I am in......
- Job Title Prof. Engr.
- Industry Government Administration
- Expertise 1-5 years
- Education MS-Ok. St. U.
- Year of Birth 1935
- Country United States
- State Oklahoma
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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.