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
Mar 03, 2008
nvardy - View Profile
Personal Track Record
| Inception date | August 01, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception August 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -9.51 | 4.41 |
| 3 month (%) | -48.70 | 4.76 |
| 1 year (%) | -79.07 | 2.09 |
| Annualized since inception (%) | -44.82 | 0.68 |
| Since inception (%) | -93.14 | n/a |
| Sharpe (annualized) | -0.69 | 0.01 |
| % of positive months | 38.89 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Speculative China Play September 27, 2007
China is a hot, volatile market. This is a China biotech style play. High vol/high returns.
-
Emerging Markets Blue Chip September 27, 2007
Latin American cell phone play has been a strong performer over the last few years. Expect to pay special dividend up to $5 in Q4.
-
Gold Play September 27, 2007
Deep value gold play
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Global infrastructure play... August 02, 2007
Heavy equipment manufacturer recently posted better than expected earnings.
- Expertise 10-20 years
- Country United Kingdom
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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.