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
Aug 13, 2010
Om Sai - View Profile
Personal Track Record
| Inception date | January 31, 2009 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception January 31, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.02 | 4.41 |
| 3 month (%) | 11.23 | 4.76 |
| 1 year (%) | -6.54 | 2.09 |
| Annualized since inception (%) | 19.42 | 0.68 |
| Since inception (%) | 70.41 | n/a |
| Sharpe (annualized) | 0.67 | 0.01 |
| % of positive months | 59.46 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Caterpiller August 01, 2009
I am attracted by the ability of caterpiller to generate significant cash flow even in the recessionary environement. The EPS guidance for year 2009 is $1.25 to $2.5. CAT is able to maintain positive cash flow beacuse of the growth in emerging market. It will likely enefit further from stimulus pacakge in US, China and other countries. It has strong balance sheet,brand name, and good management. It also gives ~4% divident. At current price of $30-40, CAT is significantly undervalued if you......
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Fluor corporation July 22, 2009
Fluor is one of the biggest contract engineering and construction company in US. The company has strong balance sheet (1.8 billion in cash and 150 million in debt).It operated in four segments Oil and gas, mining, government, and global services. It gets 60% revenues from foreign coutries and 40% from US. 50% of its revenues come from oil and gas operations.
In dec 2008, FLR had 33 billion in backlog orders.As of March 2009, the backlog is reduced to 29 billion which is still substanstial. FLR......
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HYG- high yiield corporate bond fund - A good bargain May 01, 2009
HYG - HYG is a high yield corporate bond fund – A good
bargainRead More >
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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.