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
Apr 07, 2008
Michael Witz - View Profile
Personal Track Record
| Inception date | October 06, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 06, 2007 | Member | Russell 2000 |
|---|---|---|
| Month to date (%) | -1.22 | 7.00 |
| 3 month (%) | 19.15 | 6.98 |
| 1 year (%) | -6.76 | 1.48 |
| Annualized since inception (%) | -23.70 | 2.72 |
| Since inception (%) | -68.98 | n/a |
| Sharpe (annualized) | -0.25 | 0.08 |
| % of positive months | 44.23 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Super Value Play October 06, 2007
Here are the upsides... 1. $45 Million in revenue. 2. Over $1 Billion in assets under management. 3. Diverse revenue stream. 4. Potential to go from moderately profitable to really profitable if you removed some excess upper management salaries. 5. The CEOs partner in crime has left the company and become a congress member, thus his incentive to get an exit here is greatly increased. 6. $7.7m or .145 per share in CASH 7. No Debt 8. $3m enterprise value. 9. If stock traded at 1x sales......
- Expertise 10-20 years
- 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.