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 01, 2012
ntc1 - View Profile
Personal Track Record
| Inception date | May 21, 2009 |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception May 21, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.72 | 4.41 |
| 3 month (%) | 17.40 | 4.76 |
| 1 year (%) | 33.82 | 2.09 |
| Annualized since inception (%) | 23.56 | 0.68 |
| Since inception (%) | 77.07 | n/a |
| Sharpe (annualized) | 0.59 | 0.01 |
| % of positive months | 63.64 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
IVN August 25, 2009
Yesterday afternoon I put an 8.95 limit order to sell on my outstanding IVN stock. This morning the stock shot up - I was awy from my computer until 10:30 so when I got back was surrised to se that I had sold at a profit (3%) but irritated to have missed an additional 10% of upside. Oh well.
-
Afternoon moves August 24, 2009
Sold my position in BEXP for a 5% gain this morning. Unfortunately I did not do ths same with IVN which tanked in the afternoon. I will try to off load this tomorrow.
I have been holding on to a small position in NRGN for a few months. Missed my opportunity to make some money on this when it spikd to ~$0.40. Currently in and around the $0.21 mark. AThis morning it was announced that Ligand will be buying NRGN for about $0.16 per share with potential future payments. Given this news I will exit......
-
OSIR moving August 24, 2009
OSIR gapped up this morning and is currently trading in the ~$13.8 range on high volume. Move probably represents increased focus as we approach data for the GvHD trial - possibly next week given management's guidance of "early September".
Against my better judgement I took on a small position in HTDS this morning. Seems to be reversing its recent downward trend - and when it moves up it does so in an imprssive fashion. The last time I held it it performed well for me - so hoping for a repeat of......
-
Osiris Therapeutics August 22, 2009
Took a position in OSIR on Friday afternoon. Got in quite a bit later than I wanted to with this one. Should have data coming out in early September for their stem-cell based graft versus host disease (GvHD) treatment. Expecting the data to be positive with a resulting kick to the PPS. Recent option activity has been vigorous and the premia are impressive. If the stock moves accordingly, may consider writing $15 calls.
- Industry Biotechnology
- Expertise 1-5 years
- Education MD MBA
- Qualifications MBA MD
- Country United States
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.