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
Sep 21, 2009
Patrick Olsen - View Profile
Personal Track Record
| Inception date | December 16, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 16, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 11.00 | 4.41 |
| 3 month (%) | -16.23 | 4.76 |
| 1 year (%) | -53.94 | 2.09 |
| Annualized since inception (%) | -8.56 | 0.68 |
| Since inception (%) | -30.92 | n/a |
| Sharpe (annualized) | -0.13 | 0.01 |
| % of positive months | 48.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
EMC Watchlist idea December 16, 2007
Obvious storage and VMware play. I owned it at $20. I sold at $25 and looking for a bottom. If it gets to $18.50 I might pick up a small position. I don't like the fact that it moves down when VMware goes down and up when VMware goes up. It has 8 earnings reports when you think of it that way. A bad day in VMware is a bad day for EMC. I just don't like that.
-
RIO Watchlist idea December 16, 2007
Mine play. I owned this awhile back, sold, and have been waiting. It has had a nice run this year and was curious of a pull back.
-
C Watchlist idea December 16, 2007
Looking for a bottom. Will see if the dividends are cut.
-
BAC Watchlist idea December 16, 2007
Looking for a bottom. Will see if the dividends are cut.
- Job Title Security Engineer
- Industry Defense and Space
- Expertise 1-5 years
- Education Security Management - Bellevue University
- Qualifications None at this time
- Year of Birth 1983
- Country United States
- State Nebraska
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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.