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
Aug 09, 2010
Piotr Wianecki - View Profile
Personal Track Record
| Inception date | May 01, 2008 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception May 01, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 11.21 | 4.41 |
| 3 month (%) | 12.38 | 4.76 |
| 1 year (%) | 28.54 | 2.09 |
| Annualized since inception (%) | 18.93 | 0.68 |
| Since inception (%) | 91.77 | n/a |
| Sharpe (annualized) | 0.55 | 0.01 |
| % of positive months | 62.22 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Account No Longer Active April 07, 2010
As of 04/01/10 my Covestor accont is no longer linked to my brokerage account - strangely my old holdings are still showing up and counting towards performance... Any perforamnce after 04/01/10 should be disregarded.
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Apple - Product Transition Speculation July 23, 2008
During their 3Q earnings call Apple announced a product transition that competitors will not be able to match. It's anyone's guess as to what they will come up with next. I'm guessing they will release a multi touch MacBook (see link below). It makes sense since this is an expensive piece of equipment to produce and will likely contribute to the expected margin contraction if priced competetively.
http://gizmodo.com/5027706/rumor-macbook-touch-coming-in-october
Any other thoughts?
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Apple Guidance / Estimates / Actual Results July 22, 2008
Over the past 13 quarters Apple has beaten it's own earnings guidance as well as analyst estimates. Analyst estimates have also always exceeded Apple guidance.
For anyone interested I've put together a chart that summarizes the relationship between guidance, estimates and actual results.
The moral of the story is not to freak out about conservative Apple guidance. Actual EPS has beaten guidance and analyst estimates by an average of 35% and 18% over the past 13 quarters!
The large drop......
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Has the Lifetime Fitness Short Squeeze Started? July 01, 2008
This is in relation to my earlier post on LTM.
LTM started the day off down over 5% and down over 30% since June 6th, despite essentially no company specific news. The 5% drop today came before the market tanked over 1%. It then steadily climbed into positive territory on 2.5x average volume. The climb continued even as the market declined, possibly signaling a short squeeze as over 50% of LTM shares are sold short.
I'm expecting the uptrend to continue for a while, since it will take quite......
- Job Title Research Analyst
- Industry Investment Management
- Expertise 5-10 years
- Education B.S. Materials Science & Engineering, Stanford University
- Year of Birth 1984
- Country United States
- State Missouri
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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.