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
mountaininvestor - View Profile
Personal Track Record
| Inception date | June 24, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 24, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 16.95 | 4.41 |
| 3 month (%) | 13.71 | 4.76 |
| 1 year (%) | 11.17 | 2.09 |
| Annualized since inception (%) | 1.60 | 0.68 |
| Since inception (%) | 7.60 | n/a |
| Sharpe (annualized) | 0.04 | 0.01 |
| % of positive months | 48.21 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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A Long Road Ahead November 04, 2007
While I plan to stay with my Citigroup holding for the long term, it will likely be a long road to recovery in the value of this stock. Today's resignation of Chuck Prince is of course important news. More important is the possibility of an additional $8 - 11 Billion write down due to subprime exposure. As I was reading my previous rationale for owning this stock, I was struck by my comment that Citi's exposure to the subprime mess was limited. It is clear that I had no idea what I was......
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Alcoa Reports October 10, 2007
Alcoa reported earnings on October 9 after the market close of .63 per share. As Alcoa stated that the business environment was tougher in the 3rd Quarter due to among other factors the weak dollar, higher energy, costs, the Jamaica facility being closed due to a hurricane, and higher costs for raw materials. The weakness was offset by continued strong demand for China. Alcoa is in the midst of trying to stream line its business to concentrate on the production of aluminum. Over the next year......
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AIG Reports August 14, 2007
American International Group (AIG) released 2nd Quarter earnings on August 8. AIG reported that its net income for the second quarter of 2007 was $4.28 billion or $1.64 per diluted share, compared to $3.19 billion or $1.21 per diluted share in the second quarter of 2006. Earnings increased 36.6% per diluted share over the same period last year. AIG downplayed concerns about its exposure to the troubled U.S. housing market, noting that its investment in mortgage-backed securities and its......
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A Very Risky Stock August 04, 2007
Excluding charges, GM said its operating profit was $1.4 billion, or $2.48 a share, up from $1.1 billion, $2.03 a share. Analysts polled by Thomson First Call had expected an operating profit of $1.13 a share. GM reported automotive revenue at $45.9 billion during the 2nd Quarter, up from $44.9 billion a year ago. General Motors is the most speculative stock in my current portfolio. While General Motors beat the estimates of the street for the 2nd Quarter, this is a turnaround situation that......
- Expertise 5-10 years
- Country United States
- State Georgia
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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.