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
Jan 03, 2011
mpc - View Profile
Personal Track Record
| Inception date | November 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 November 25, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.76 | 4.41 |
| 3 month (%) | -0.59 | 4.76 |
| 1 year (%) | -32.94 | 2.09 |
| Annualized since inception (%) | 6.39 | 0.68 |
| Since inception (%) | 21.83 | n/a |
| Sharpe (annualized) | 0.22 | 0.01 |
| % of positive months | 56.41 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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SEIC rationale December 24, 2008
Returns on equity >30%, returns on assets > 20%, and price to free cash flow <10. Solid balance sheet. The company basically operates two businesses: IT systems for financial services firms and asset management servicing. Its IT systems have high switching costs for customers, to and from. Although this customer base has declined in number, the IT integration work to come easily could negate this decline. Its asset management business struggled due to some money market funds breaking the......
- Industry Financial Services
- Expertise 5-10 years
- Education MBA candidate NYU Stern, 2009; BA, Northwestern, 2002
- Year of Birth 1980
- 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.