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 07, 2010
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Personal Track Record
| Inception date | September 01, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.38 | 4.41 |
| 3 month (%) | 2.96 | 4.76 |
| 1 year (%) | -3.54 | 2.09 |
| Annualized since inception (%) | 3.07 | 0.68 |
| Since inception (%) | 14.30 | n/a |
| Sharpe (annualized) | 0.09 | 0.01 |
| % of positive months | 52.83 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Dont play oil stocks. Play oil services. September 01, 2007
The price of oil may go up, down and sideways for quite a long period of time. But regardless, it will most likely stay above $50 per barrel for the rest of our lives. At that price or above it is the oil companies best interests to keep exploring for oil. Thus, the earnings growth prospects for oil services companies is a lot more attractive, and stable, then the profits of oil producers. WHQ is my favorite play in the field. PDE is another good one. If you arent sure which individual stocks to......
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Still some play in Gold September 01, 2007
I bought 2 gold stock mutual funds back in 2002 and through end of 2005 enjoyed about a 300%+ gain. So why am I still holding on? I have sold about 50% of the position to pocket some gains. But I still think that the dollar is overvalued and owning gold is one of the best ways to counteract that. It may seem that my gold position is too large for this portfolio. That would be true if this was my only portfolio. But really the gold position in this portfolio is trying to hedge against the holdings......
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Why short the Russell? September 01, 2007
I put this trade in a couple days ago and am down about 2%. I have to admit that timing the market is not my forte, but I believe the market needs to retest the lows established earlier in August. If it does, then I will cover for about 7% gain. If the market runs up another 5-6% then I will close out. For me this was just a hedge against a lot of the small cap positions in the portfolio during this volatile spot in the market.
- Expertise 20+ years
- 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.