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
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception May 30, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.42 | 4.41 |
| 3 month (%) | 2.69 | 4.76 |
| 1 year (%) | -9.83 | 2.09 |
| Annualized since inception (%) | 24.15 | 0.68 |
| Since inception (%) | 175.14 | n/a |
| Sharpe (annualized) | 0.48 | 0.01 |
| % of positive months | 52.63 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Why I like Verizon June 07, 2007
Having used numerous carriers in NYC, I've found Verizon has by far the best network here and I think that will hold wide appeal for consumers and keep people signing on for their weireless service. Their Fios offering is very attractive with such a huge pipe at such a competitive price and my friend that has this fios service raves about it like he's being paid by them and let's also please not forget how much I turly love their healthy dividend, now about 3.5 %.
- Expertise 5-10 years
- Country United States
- State New York
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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.