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
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception July 02, 2007 | Member | Russell 2000 |
|---|---|---|
| Month to date (%) | 0.00 | 7.00 |
| 3 month (%) | 0.00 | 6.98 |
| 1 year (%) | 0.00 | 1.48 |
| Annualized since inception (%) | -9.91 | 2.72 |
| Since inception (%) | -38.04 | n/a |
| Sharpe (annualized) | -0.88 | 0.08 |
| % of positive months | 1.82 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market report: 2007-10-23 October 23, 2007
Keeping out of the market for now.
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OZN September 14, 2007
Orzone is close to beginning gold production. The stock has been flat for a while but recent activity in West Africa is a good sign. The stock has been upgraded to a buy by some analyst.
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iShares MSCI Singapore Index (EWS) July 03, 2007
A great ETF for the Asia/Pacific region. Top holdings include United Overseas Bank Ltd., Singapore Telecommunications Ltd., DBS Grp Hldgs Ltd., Oversea-Chinese Banking, and CapitaLand Ltd. You get some indirect exposure to China without the risk. Gained more than 10% in the quarter.
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VV July 03, 2007
This ETF tracks the MSCI U.S. Prime Market 750 Index and 19 of the top 20 holdings are S&P 500 companies. What distinguishes it from other popular large-cap index is the low expense ratio of 0.07%.
- Expertise 1-5 years
- Country United States
- State District of Columbia
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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.