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
Aug 07, 2010
moolanomy - View Profile
Personal Track Record
| Inception date | October 17, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception October 17, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.06 | 4.41 |
| 3 month (%) | 1.71 | 4.76 |
| 1 year (%) | -4.41 | 2.09 |
| Annualized since inception (%) | -4.99 | 0.68 |
| Since inception (%) | -19.74 | n/a |
| Sharpe (annualized) | -0.17 | 0.01 |
| % of positive months | 46.15 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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VEU, Buy February 25, 2008
I anticipate another year of heavy capital gains distribution for mutual funds. Since this is a taxable account, I sold all my funds and switched to stocks and ETFs.
I also used this opportunity to add to my international exposure to be more globally diversified.
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Market report: 2007-12-19. December 19, 2007
PEXMX fund distribution: http://quicktake.morningstar.com/AlertNewsWire/ticker.asp?ticker=PEXMX&alert=A0423
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Market report: 2007-11-01. November 01, 2007
Janus funds dropped due to managers leaving: http://biz.yahoo.com/ms/071112/212939.html?.v=1
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Market report: 2007-10-30. October 30, 2007
The big distribution was adjusted by Covestor, and they are looking into automating this.
- Expertise 5-10 years
- Country United States
- State New York
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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.