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
Oceanic Capital - View Profile
Personal Track Record
| Inception date | June 01, 2007 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 6.40 | 4.41 |
| 3 month (%) | 3.19 | 4.76 |
| 1 year (%) | 3.02 | 2.09 |
| Annualized since inception (%) | 4.83 | 0.68 |
| Since inception (%) | 24.65 | n/a |
| Sharpe (annualized) | 0.24 | 0.01 |
| % of positive months | 57.14 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market report: 2007-07-02 July 02, 2007
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SA July 02, 2007
Well positioned Canadian Gold producer. Owns importatnt operations with cheap costs , its ikely a take over candidate and located in North America, instead of Venez or Russia.
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VZ July 02, 2007
Love the Fiber Optic build out. I personally have the total FIOS package of internet / hdtv / local +long distance phone. I think its a great service.
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TYY July 02, 2007
Combination hard asset and dividend play.
- Education University of Vermont, BA
- Qualifications 25 year professional and registered investment advisor
- Company Name Oceanic Capital
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Website
http://www.oceaniccap.co… - Wall Street Plaza 88 Pine Street New York New York 10005
- Includes information on approach, …
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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.
This account has now morphed into asset allocation strategy driven by my RIA, Oceanic Capital Management, our proprietary portfolio allocation software focuses on correlation analysis and achieving balanced and significantly improved risk adjusted returns. There were some changes at year end 2008 which have not yet been documented as a result of tax loss harvesting. The net exposures relative to asset classses did not change. I will update them soon.