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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Nov 23, 2010
Richard Marman - View Profile
Personal Track Record
| Inception date | October 31, 2007 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception October 31, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.05 | 4.41 |
| 3 month (%) | 7.43 | 4.76 |
| 1 year (%) | 17.19 | 2.09 |
| Annualized since inception (%) | -12.78 | 0.68 |
| Since inception (%) | -44.13 | n/a |
| Sharpe (annualized) | -0.46 | 0.01 |
| % of positive months | 44.23 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Goldman Sachs October 31, 2007
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Southern Copper October 31, 2007
This was paying a 10.9% dividend last October when the stock was about 50. Felt that at worst the dividend would support 0% growth. Didn'it expect it to go from 50 to the 130's. Still looks promising although it's probably time to lock in my gains.
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Market report: 2007-10-31 October 31, 2007
This is an IRA I opened about 5 years ago in my wife's name. Since I have a 401 at work, I have tried to be a little aggressive with the stock that I have bought. I have no bonds or fixed income in this account
- Job Title senior specialist
- Industry Utilities
- Expertise 20+ years
- Education ba Manhattan College
- Year of Birth 1950
- Country United States
- State New York
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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.