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
May 08, 2011
Patrick Carroll - View Profile
Personal Track Record
| Inception date | October 22, 2008 |
| Cap bias | Small cap |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 22, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.72 | 4.41 |
| 3 month (%) | -1.05 | 4.76 |
| 1 year (%) | 3.86 | 2.09 |
| Annualized since inception (%) | 12.27 | 0.68 |
| Since inception (%) | 46.18 | n/a |
| Sharpe (annualized) | 0.46 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Intuitive yet non-obvious advice from Aleph Blog March 30, 2010
An axiom that I've heard many times since I started investing is that equity investors should watch debt markets just as closely as stock markets. I honestly don't know if it's possible for me, as a small-time individual investor, to get decent information on bond markets, and if it's possible I have no idea of how to do it. Despite this, I was intrigued by this article from The Aleph Blog (HT Abnormal Returns) and thought I'd pass it along to everyone here.
In the article, David Merkel suggests......
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... uhoh March 23, 2010
One of my strongest memories from my first month of investing/trading is a blog post that I sadly haven't been able to find again. (it was linked to on Abnormal Returns though) It was a post about death crosses came out sometime around the middle of August 2008, and expressed great concern that the market was in the process of going through one. Every time I remember that post I have a pang of "why didn't I listen?!?" regret.
For those of you who aren't familiar, a death cross is when a......
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Haven't posted in a while March 22, 2010
First thing's first: my portfolio hasn't been updating properly. I sold GPC two days ago for a nice short term gain, and I set a reasonably tight stop on RCL, so it was covered at 28.11.
On the subject of RCL, every trader worth his/her salt says that tight stops are a very important part of trading, and after this experience I'm inclined to agree with them. In the past I had sometimes avoided setting stops because transaction costs are significant for someone with a portfolio as small as......
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James Altucher's 10 Stocks for 2010 December 10, 2009
I came across this article today via Abnormal Returns and thought I'd share it. At first glance it appears to be just another "ideas for next year" list, but Mr. Altucher has found some interesting mid-caps that I, for one, have never really investigated before. You won't find AAPL, JPM or QCOM on this list, and that's why I like it.
http://www.dailyfinance.com/2009/12/10/ten-stocks-for-2010/
- Job Title Project Engineer
- Industry Chemicals
- Expertise 1-5 years
- Education BSE Chemical Engineering
- Qualifications None
- Year of Birth 1984
- Country United States
- State Pennsylvania
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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.