Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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Paul Dzi - View Profile
Personal Track Record
| Inception date | November 30, 2009 |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception November 30, 2009 | 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 (%) | 5.58 | 0.68 |
| Since inception (%) | 12.53 | n/a |
| Sharpe (annualized) | 0.44 | 0.01 |
| % of positive months | 33.33 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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GD's long-term steady growth potential January 08, 2010
GD is a long-term hold for me as it is a massive company with secure revenues and potential for even further growth. The world is anything but peaceful and defense contractors will always be necessary; much of this rationale applies to other major aerospace/defense companies (which I considered along with GD) Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC) and L-3 Comm's (NYSE:LLL). GD's P/E and EPS are right in line with LMT and LLL, but it is currently cheaper than both.
I believe GD......
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Long play on Google is a Long play on Global Markets January 07, 2010
I think Google is a safe long-term play on an eventual global economic recovery. Despite the speculation surrounding the Nexus One, their core business model revolves around advertising revenue which currently gives GOOG an EPS figure that is well above that of MSFT, YHOO and AAPL and almost every other major tech company.
Every company with a fractionally sound marketing strategy is throwing money at Google and they are using this revenue to fund either R&D (Nexus One, Google Wave) or......
- Industry Utilities
- Expertise 1-5 years
- Education BSc. (Hons.)
- Year of Birth 1986
- Country Canada
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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.