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 01, 2011
Phil Scanlan - View Profile
Personal Track Record
| Inception date | July 29, 2009 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Micro cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception July 29, 2009 | Member | Russell 2000 |
|---|---|---|
| Month to date (%) | 2.36 | 7.00 |
| 3 month (%) | -13.38 | 6.98 |
| 1 year (%) | 30.16 | 1.48 |
| Annualized since inception (%) | 41.46 | 2.72 |
| Since inception (%) | 139.03 | n/a |
| Sharpe (annualized) | 0.49 | 0.08 |
| % of positive months | 51.61 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Will proposed transaction eliminate cash burn? March 17, 2010
I have been asked about OBAS.
I do not have time to write much now - but you might want to check out their recent announcements. I think this leaves them with cash and commercial real estate - but I need to do more homework.
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Auto-verification of portfolio March 04, 2010
My broker has changed the way you log into their system and Covestor have not updated their auto-verification system to reflect that.
As soon as they do, I will do my part to get auto-verification working on my portfolio again.
Phil
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Bread and butter banking is Preferred (PFBC) February 20, 2010
This is the second (here is the first article) in a series of articles where I try to identify:
"companies with businesses that remain fundamentally intact, but are suffering from the reduced economic activity that accompanies a recession. If these companies can survive the recession, then it may be a matter of "just add water" or in this case "economic activity" for their share prices to recover to pre-recession levels."
Many of these companies are trading at 10% to 20% of their......
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TravelCenters - Just add water (economic activity) and Hey Presto!! February 08, 2010
The market and the economy has been through some terrible times over the past few years. This in turn has had a dramatic effect on share prices. Some share prices have bounced back, others have not. I have been looking at those companies with share prices that remain depressed and sorting them into two groups:
- Companies with a business that has fundamentally changed with the events of the past two years. For the purposes of this exercise, I am assuming this could be the reason why the share......
- Job Title CEO
- Industry Computer Software
- Expertise 5-10 years
- Year of Birth 1963
- Country Bahamas
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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.