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
Dec 13, 2008
ranjitsudan - View Profile
Personal Track Record
| Inception date | March 18, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception March 18, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -1.97 | 4.41 |
| 3 month (%) | -8.74 | 4.76 |
| 1 year (%) | -0.72 | 2.09 |
| Annualized since inception (%) | -32.00 | 0.68 |
| Since inception (%) | -77.58 | n/a |
| Sharpe (annualized) | -0.65 | 0.01 |
| % of positive months | 34.04 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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MRO June 07, 2008
At current price: Marathon is priced more as refiner rather than fuly integrated oild and gas company. Even though downstream business compose 53% of their revenue - they have excellent reserves (6.6 bboe) of liquid hydrocardon with projected 10%CAGR increase in production.
Higher oil price has compensated for lower refining margin in current environment so can't see business hampering with change in oil price too much.
Catalystin near future:
-Higher oil and gas price
-Production of two new...... -
Update on LM (Legg Mason) May 06, 2008
LM reported a fiscal fourth-quarter loss of $255.5 million, or $1.81 a share, compared with a profit of $172.5 million, or $1.19 a share, in the same period a year earlier. Also AUM decreased by 5% to 998 billion.
I still think LM is bargain wiht Long term view and offers great value at current price. With panic stage of credit crisis is over, I think this poised to take strong gains soon!!
Also Legg Mason announced plans to offer 20 million equity units to raise $1 billion. The net proceeds......
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American Express (AXP) April 29, 2008
Well this stock doesn't need any introduction - It's a prime brand name being offered at exceptional price in current credit crisis. One of Warren Buffet favorite stock.
I would recommend buying under $45.
-
Legg Mason April 25, 2008
Highly recommended by Motley fool (Inside Value) as PURE (Potential Upside - Risk adjusted) - with value around $120-140.
In current market condition and at current price offers a great value.
Some facts:
- In last 10 years has outperformed market by 89%.
- Despite credit crisis: AUM increased by 13% this year to 1 trillion. EPS are up about 15%
- Valuation: 2% of AUM + tangible BV = $139.
- Expertise None
- Country United States
- State Illinois
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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.