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
Feb 25, 2010
nickrosie1 - View Profile
Personal Track Record
| Inception date | March 27, 2009 |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception March 27, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | -2.93 | 0.68 |
| Since inception (%) | -8.13 | n/a |
| Sharpe (annualized) | -0.21 | 0.01 |
| % of positive months | 20.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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3rd June 2009 - Surely a Profit Taking Day. June 03, 2009
S&P and Dow futures are down marginally, short term stochastics are overbouht and prices are testing their 200-day moving averages. My prediction is that we will see a bit of consolidation and perhaps profit taking today. It should be noted that the primary trend is still bullish so trader will be keen to buy any dips.
I'm taking a small short position in SYMC @ 15.50 and below - its a classic relief rally play, probably not that high conviction, but I'm using it more as a portfolio hedge. I'm......
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2nd June 2009 - Futures up in an overbought market. June 02, 2009
Today's signals are a bit mixed. S&P futures are trading up 2.5 points at the moment, but I'm still expecting a bit of profit taking considering the ever present 200-day moving average being crossed and overbought stochastics on the daily and 60 minute charts.
I'm looking to make my portfolio a little more market neutral today as I'm expecting a mixed S&P today and surely a bit of profit taking tomorrow. As a result I will be selling ym SIVB and PVA positions which are trading near their......
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5th May 2009 - Bollinger Breach May 05, 2009
The market has run hard, a relatively large pullback is due, but the bullish setups just keep coming! The S&P has breached its upper bollinger band (20,2) for the first time this year - the last time it did this (December 2008), we saw a 15% decline in two weeks! Sentiment has changed since then, so I don't think the pullback will be quite as sharp, but I'm pretty confident its coming! I'll give this pullback a limit of 870 on the S&P, although I'd even be comfortable buying on a downside breach......
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20th April - Surely a correction? April 20, 2009
Today has got to be a down day! We are at a major resistance on S&P with overbought conditions and futures pointing downwards. Its not the end of the bull trend, but its an overdue correction. I am not positioning myself too heavily on the short side, but I beleive one could take advantage over the short term. (4 days max!)
IFF is trading at 200 day MA resistance, posted a bearish candle pattern on Friday, is overbought on the short term stochastic (5,3) and is showing various divergences......
- Job Title Broker
- Industry Banking
- Expertise 5-10 years
- Education BComm (Finance), Bond University
- Qualifications BComm (Finance)
- Year of Birth 1983
- Country South Africa
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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.