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
Jan 11, 2011
needcaffeine - View Profile
Personal Track Record
| Inception date | June 20, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 20, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.25 | 4.41 |
| 3 month (%) | -1.20 | 4.76 |
| 1 year (%) | -6.47 | 2.09 |
| Annualized since inception (%) | -0.51 | 0.68 |
| Since inception (%) | -1.83 | n/a |
| Sharpe (annualized) | -0.02 | 0.01 |
| % of positive months | 54.55 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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china + oil July 10, 2008
it's china, they're going to surpass the US if they haven't already on the consumption of gasoline. plus they're actively looking for oil in northern china
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oil well testing June 20, 2008
all oil wells have to be tested. Halliburton & Schlumberger are the top 2 companies doing this. The average, 10yrs ago for finding a good well was 30:1, regardless all 31 wells had to be tested. Due to Halliburtons' bad political rep, Schlumberger is a better way to go.
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bought jan07 June 20, 2008
stock split aug07
crackberry addict, proponent of BB usage in business, constanstly watching the telecom industry and it's new communication, no one has yet to provide a viable option to replace the BB. Good Technology was working, but didn't provide international options. iPhone is consumer device, with new corporate features with the new 3G model, but no server type model similar to BES
- Job Title CTO
- Industry Information Technology and Services
- Expertise 5-10 years
- Year of Birth 1976
- Country United States
- State Pennsylvania
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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.