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
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Personal Track Record
| Inception date | June 25, 2008 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 25, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.66 | 4.41 |
| 3 month (%) | 4.56 | 4.76 |
| 1 year (%) | 10.82 | 2.09 |
| Annualized since inception (%) | 5.45 | 0.68 |
| Since inception (%) | 21.08 | n/a |
| Sharpe (annualized) | 0.14 | 0.01 |
| % of positive months | 63.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Buffett’s Berkshire buyback part of exit plan September 26, 2011
SAN FRANCISCO (MarketWatch) — Warren Buffett’s plan to buy back Berkshire Hathaway Inc. shares isn’t only the safest route for deploying the conglomerate’s cash pile, it also helps pave the way for the Oracle of Omaha’s eventual exit, according to fund managers.
“This is a piece of the unfolding introduction of life after Buffett,” said Thomas Russo, partner at Lancaster, Pa.-based Gardner Russo & Gardner. “Under him, cash has had such a high value and going forward those maestro opportunities will be reduced.”
Earlier in the month, Berkshire Hathaway (XNYS:BRK-B - News) (XNYS:BRK-A - News) tapped Ted Weschler to help manage the firm’s...... -
How to Predict Your Social Security Payout August 03, 2011
To save money, the Social Security Administration stopped mailing annual Social Security statements to workers this year. These four-page mailings gave workers a personalized estimate of their expected Social Security payments based on their actual earnings history. Now workers will have to go online to get this estimate, and only some of the information provided in the statements is available online. Here's a look at how to predict how much you will get from Social Security in retirement.Oil ends week unchanged at around $100 per barrel June 03, 2011
NEW YORK (AP) -- Oil seems to be stuck at $100 per barrel.
Despite more gloomy economic reports, benchmark West Texas Intermediate crude on Friday settled just about where it began the day: down 18 cents at $100.22 per barrel. Oil has hovered around the $100 mark since early May.
"It's like there's a magnet on that $100 level," independent oil analyst Jim Ritterbusch said. "As soon as we get $2, $3 away in either direction, it snaps back."
One reason for the relative stability of oil is its......What Your Credit Card Won't Let You Buy June 03, 2011
A little-noticed move by American Express to ban the purchase of medical marijuana with its credit cards has reignited a longstanding debate: How much can a credit card company control what you buy?
To the surprise of consumers, major credit card companies are making decisions about what they can and can't buy with their credit cards. What's off-limits? Legal purchases like gambling chips and donations to at least one controversial non-profit organization; in some cases, buying pornography is also......
- Industry Investment Management
- Expertise 5-10 years
- Year of Birth 1981
- Country United States
- State Illinois
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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.