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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
INDIVIDUAL
INVESTOR
Smart Money (P:KCAN)

Personal Track Record

Inception date August 27, 2007
Long/Short Long and Short
Cap bias Mid cap
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 02, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception August 27, 2007 Member S&P 500
Month to date (%) 0.75 4.41
3 month (%) -3.14 4.76
1 year (%) -10.09 2.09
Annualized since inception (%) -3.53 0.68
Since inception (%) -14.73 n/a
Sharpe (annualized) -0.15 0.01
% of positive months 46.30 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • A September to Remember September 30, 2010

     

    · A September rally taking the major indices into positive territory for the year

    · Strong leadership: CRM, FFIV, AKAM, VMW

    · Gold hits alltime highs, Silver hits new 30 year highs

    · The US Dollar continuing its fall and growing concern over a US government credit downgrade… possibly even bankruptcy

    · Oracle is this month’s stock to watch

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    What a month! After getting faked out multiple times in May and June, the market finally decided to get its act together and act more like its......

    Read More >

  • A fantastic day for the IBD 100! September 24, 2010

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  • August 2010 Investor Report August 30, 2010

    August 2010

    The charts referred to below can be viewed at http://www.ibdinvestor.blogspot.com/

    August 2010 Monthly Report

    · Another Failed Rally

    · Stocks to watch Salesforce.com (CRM), F5 Networks (FFIV), Akamai Technologies (AKAM), VMware Inc. (VMW), Netflix (NFLX), GLD (SPDR gold trust ETF), Silver Trust ETF (SLV)

    · Risks of a double-dip recession, or the "d" word is on the rise

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    Figure 1

    Another month, another failed rally as shown in figure 1. On the S&P 500, it is the fifth time since......

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  • July 2010 August 02, 2010

    July 2010

    The charts referred to below can be viewed at http://www.ibdinvestor.blogspot.com/

    · The market is Follow-Thru’d on 7/13, but will this rally succeed after two previous failures?

    · LED lighting is looking bright, Veeco Instruments (VECO) and CREE Inc. (CREE) are making it brighter

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    July started off with the market correcting down, then follow-thru’d on July 13, but after the two 2 previously failed FTD in June, cautious measures are being taken before entering this one. This......

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Peter Kurata Profile Picture
  • Education University of California, San Diego
  • Job Title Program Manager at Microsoft, Tech Consultant, Tech Patent Expert
  • Industry Computer Software
  • Investment Experience Private investor since 2001
  • Twitter
  • Personal blog with market …

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.