Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
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Patrick Pham - View Profile
Personal Track Record
| Inception date | October 01, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception October 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | 2.37 | 0.68 |
| Since inception (%) | 10.71 | n/a |
| Sharpe (annualized) | 0.14 | 0.01 |
| % of positive months | 9.62 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Money Management is so important April 17, 2008
Cut because bad earnings and institutions are dumping. I am hurt by it but really glad that I at least took the step back a few weeks ago and reevaluate position management. I am set back by today's action but cut loss short quickly will give me another chance to be in this game the next day. Sucking up right now :( !
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Revitalize the strategy March 29, 2008
Through the post analysis of my recent losses, I have realized that a couple trades were compromised by my emotional decision. I left my rules and open the door to poor habits. The number one thing that I have learned to revisit is position size. DEAD GUMMIT! Therefore, I have cut down and start a fresh new look again with better position management than before. Also, I speculate instead of waiting for the confirmation signal. It has silent my gains last month. "MARCH ON!" Looking forward......
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String of bad loss March 25, 2008
Reducing all positions because on a losing streak. Taking a step back to evaluate current strategy. Down month... erasing my gains from last month.
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BXP Recap (Loss) March 24, 2008
Worst trade ever for a stock. I am leaving this stock alone for a while. Learned some good pointers regarding entries on this stock. Made some bad entry points and was hurt pretty badly. Suck it up, learn and move on!
- Expertise 1-5 years
- Country United States
- State Georgia
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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.