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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Feb 01, 2012
Rajiv Roy - View Profile
Personal Track Record
| Inception date | October 16, 2007 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 16, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.54 | 4.41 |
| 3 month (%) | -12.72 | 4.76 |
| 1 year (%) | 2.92 | 2.09 |
| Annualized since inception (%) | 9.27 | 0.68 |
| Since inception (%) | 46.41 | n/a |
| Sharpe (annualized) | 0.31 | 0.01 |
| % of positive months | 55.77 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Still nervous May 26, 2009
After all the posts in '08 of thinking I was buying at a low, I finally backed out of the prediction business. However talk is cheaper than action. I have been steadily buying since Dec '08. Performance seems to be better than the market. Should I not be high-fiving?
This is what makes me nervous:
- Up too fast, too soon.
- People are still out of jobs and consumer confidence is up??
- We have not even begun to deal with the credit card market.
Anyhow, I have put in trailing stop losses (approx 10%)......
-
Energy May 19, 2008
As I posted in March, I would buy Financials - I did. XLF, SLM. FMD was my most speculative one.
Now on to Energy. I am now looking to Coal. I will buy KOL - Coal ETF and some MEE. At these prices for Oil and the foreseeable future Coal is not a bad case of "alternative energy". Yeah I know it is not clean but certainly smooths out and hedges against MIddle East issues.
-
$ cost average into Financials March 01, 2008
Since the Financials are beaten up, I plan to $ cost average through this year.
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International allocation - independent of domestic February 22, 2008
I have about 25% of my assets in MINDX - Indian equities
Theoretically
- Approx 33% of Indian economy is totally based on Indian economy only.- Dabur - top holding in MINDX caters primarily to local taste.
YET
- I cannot get over how amazingly well correlated my portfolio is to the S&P500. The effect of globalization seems to be far more pervasive than I had imagined. At least through this one data point of MINDX.
Hmmm. will have to rethink this strategy completely.
Two themes I need to......
- Education iit kanpur; Univ of Texas at Dallas
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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.