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
Neil Carey - View Profile
Personal Track Record
| Inception date | June 30, 2008 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 30, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 17.77 | 4.41 |
| 3 month (%) | 24.76 | 4.76 |
| 1 year (%) | 53.07 | 2.09 |
| Annualized since inception (%) | 36.07 | 0.68 |
| Since inception (%) | 202.33 | n/a |
| Sharpe (annualized) | 0.53 | 0.01 |
| % of positive months | 56.82 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Questrade Mutual Funds - Earn Like a Broker April 17, 2009
If you're a Canadian with mutual fund holdings, you might want to consider moving them to Questrade. Why? Trailer fees. Trailer fees are the commission that is paid to your broker for selling the mutual fund to you. This is why most brokers will not charge you for trading mutual funds - they're getting money from the management company. A bit like commission except they are usually an ongoing payment as long as you keep your money there. Obviously, if you are paying to trade mutual funds,......
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The Biggest Mistake April 15, 2009
[IMAGE]The biggest mistake most individual investors make is buying high and selling low. I know that this sounds dumb, but I'm surprised how common it is. I have a few coworkers who have proudly announced that they have recently reshuffled their retirement portfolios into GICs (guaranteed investment certificates). Indeed, one of the most vocal proponents of this strategy told me this about 2 months ago, when the market was within spitting distance of its (local?) bottom.
Now, if you believe......
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Living Within Your Means, part 1 - Setting up a Tracking System April 14, 2009
The first article in my series on living well, without breaking the bank.
While getting budget in place is very important to getting your finances in order, I think there's an even more important first step. Finding out where you're already spending your money.
There's a number of tools available for this. For the most part, I'm going to discuss Intuit Quicken, as it's the software package that I've been using since I was a teenager. There are however, some other options, some free and some not,......
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The Other Half of Personal Finance April 13, 2009
I have been reflecting a bit lately on what makes a person well off. Compared to many of my peers, it seems like I am well off. They often seem to have regular complaints about having no money, and how I am so lucky to be able to go on holidays and enjoy my life.
But here's the thing. My wife and I have an income that puts us marginally below the median for 2-person families, while many of our friends...I don't know exactly how much they make, but many have at least one engineer in the family,......
- Expertise None
- Country Canada
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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.