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 08, 2010
Ralph Humphrey - View Profile
Personal Track Record
| Inception date | April 05, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 05, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -3.81 | 4.41 |
| 3 month (%) | -2.64 | 4.76 |
| 1 year (%) | 17.23 | 2.09 |
| Annualized since inception (%) | 17.98 | 0.68 |
| Since inception (%) | 88.29 | n/a |
| Sharpe (annualized) | 0.43 | 0.01 |
| % of positive months | 47.83 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Random Thoughts June 29, 2008
Ok, so it's 1:32 am Sunday,and what am I doing? Researching stocks! I know it's sickening! But, I love this, and I hope I always will. I also hope I get better and better and profit along the way.
So, over the weekend I read Warren Buffet's partnership letters. These are the letters he wrote to his investors before Berkshire Hathaway. Not many people talk about them. I find them instructive. More on this later.
Ok, so my game plan is this. I think the market will get much worse. The......
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The Portfolio in Down Markets June 27, 2008
I expect the portfolio to do better in down markets and maybe not as good as the overall market in good markets. Over the long-term, the portfolio will hold up well. I'll be able to test this idea here on Covestor. My bet is that my ranking will go up for similar reasons. You'll notice from now on that I will get more and more short exposure via ETFs. I'm doing this to take out what I think of as administrative risks associated with my broker. When you short individual stocks there is......
- Expertise 5-10 years
- Country United States
- State New Jersey
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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.