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
Owen Cupp - View Profile
Personal Track Record
| Inception date | June 30, 2008 |
| Strategy | Growth |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | Mid cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 30, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 20.33 | 4.41 |
| 3 month (%) | 4.38 | 4.76 |
| 1 year (%) | 17.32 | 2.09 |
| Annualized since inception (%) | 15.43 | 0.68 |
| Since inception (%) | 67.44 | n/a |
| Sharpe (annualized) | 0.49 | 0.01 |
| % of positive months | 59.09 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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ENER August 07, 2008
ENER surged on earnings on May 8, 2008 with very large above avg. volume. Stock hit a high at $83.33 and has since based into its 50dma. The EPS rating of 41 is a little low, however, dry-up in volume during this solid basing range of $60 to $73 is ok. A close below $59 would not be good and possibly confirm a head-and-shoulders, however, a breakout above $73.33 would be attractive to enter with a target into $80.
-
WCN Watchlist August 07, 2008
Nice breakout above a $30 to $34 trading range with growing average volume.
Earnings on 06/16 with strong volume was a temporary high, but stock has recovered and in new record ground.
Overextended right now for an entry, however, a pull-back to the 50dma ~$35/share in the near future would be attractive.
- Job Title Physicist
- Industry Market Research
- Expertise 10-20 years
- Education Electrical Engineering; Physics, Mathematics
- Country United States
- State California
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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.