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
Dec 17, 2008
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 13.38 | 4.41 |
| 3 month (%) | 3.77 | 4.76 |
| 1 year (%) | -2.50 | 2.09 |
| Annualized since inception (%) | 11.92 | 0.68 |
| Since inception (%) | 63.02 | n/a |
| Sharpe (annualized) | 0.42 | 0.01 |
| % of positive months | 57.69 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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TTPY November 28, 2007
My wife had some tests with their imaging device, and the next week their IPO came out. She said buy, so I bought! :-)
Now, it took a tailspin, so I sold TTPY for the tax loss. I then repurchased it because I thought it was a solid company. Unfortunately, the company issued more stock, causing the price to plummet. It's new TOMO listing didn't help it, and I think other companies have a better promise. -
WMT October 01, 2007
My wife said 'Buy'. I did, and so far am about even, but holidays will spur profits, I hope.
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SIRI October 01, 2007
Satellite radio is going into many new cars. I think the desire for this mode will continue to grow, and SIRI is involved in a merge with XMSR, the other satellite source. I think it is looking up!
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SLV October 01, 2007
This is a Silver stock selling at ten times the price of an ounce of silver. Silver, like gold, is independant of the dollar.
- Country United States
- State Wisconsin
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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.