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
Jun 28, 2010
mwelty - View Profile
Personal Track Record
| Inception date | October 05, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 11.95 | 4.41 |
| 3 month (%) | 1.94 | 4.76 |
| 1 year (%) | 41.41 | 2.09 |
| Annualized since inception (%) | 5.22 | 0.68 |
| Since inception (%) | 24.63 | n/a |
| Sharpe (annualized) | 0.10 | 0.01 |
| % of positive months | 51.92 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
iRationalize AAPL October 05, 2007
The interesting thing about AAPL is that you could have bought is along with your third iPod and still made a killing. Many times when you recognize the "cool factor" in culture the growth has already occurred in the market. This was not as is not the case with AAPL. Apple delivers. As an owner of an iPod and iPhone I am like the majority of conformists who are impressed by Apple's capitalistic integrity. By that I mean both AAPL and Apple tend to do what they say they will do. This is......
- Expertise 1-5 years
- Country United States
- State Ohio
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.