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 29, 2010
rewards - View Profile
Personal Track Record
| Inception date | August 14, 2009 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 14, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.75 | 4.41 |
| 3 month (%) | 6.78 | 4.76 |
| 1 year (%) | -10.51 | 2.09 |
| Annualized since inception (%) | 9.26 | 0.68 |
| Since inception (%) | 24.45 | n/a |
| Sharpe (annualized) | 0.30 | 0.01 |
| % of positive months | 53.33 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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MYL August 15, 2009
MYL is the 2nd largest genric drug man. I think that with the current administrations healthcare plan, and the baby boomers, genric drugs will become more important. Baby boomers will be pulling money from the market to fund the drug habbit :) After 2011 I think MYL will be postioned to become a great company.
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EWH August 15, 2009
The new world wide economic engine is China. No doubt about it. Thus EWH. I have been selling covered calls off of this postion to increase my monthly income. I hope to hold this to 20.
- Job Title RN
- Industry Hospital and Health Care
- Expertise 10-20 years
- Education RN
- Qualifications Money lost
- Year of Birth 1978
- Country United States
- State Texas
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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.