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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riche12ich - View Profile
Personal Track Record
| Inception date | January 02, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception January 02, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.78 | 4.41 |
| 3 month (%) | -1.05 | 4.76 |
| 1 year (%) | 16.97 | 2.09 |
| Annualized since inception (%) | 19.45 | 0.68 |
| Since inception (%) | 106.67 | n/a |
| Sharpe (annualized) | 0.71 | 0.01 |
| % of positive months | 59.18 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Slow Capitulation November 18, 2008
My hypothesis is that capitulation will occur sometime between Q2-Q4 of 2009.
Reasons why I believe so is that the US Gov't is playing lame duck until the transition to the new presidency in terms of the $700 billion TARP. The current administration has all of a sudden pulled back on the idea of releasing the other $350 billion part of the package. This most likely has been the result of 3 factors I see:
1. Main street has started to catch on to Paulson and Mini-Me's bait and switch plan to......
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Crash Insurance October 29, 2008
I'm not talking about for your car, but for your portfolio. This intermediate term rally was the perfect time to buy some crash insurance in which I picked up some March SPY puts, just in case the market says screw it. I'm in the camp where I believe that capitulation has not yet occurred and we have 1 more leg (a sizeable one) at that downward. My S&P500 target range for the bottom is 600-750.
At that point, along with the fact that toxic CDS's and CDO's will hopefully be cleared out of the......
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I'm being a bottom caller and/or knife-catcher October 21, 2008
I'm going to begin going long on various oil plays, mainly ETFs. Crude @ low 70s has some value, and may continue to fall and I will accumulate going down to the 50s. If it goes below, I will be surprised if the Middle East doesn't get pissed off.
So far, I'm doing alright on calling tops as I moved my retirement accounts mainly into cash or cash equivalents when the Dow was 14k. Calling a bottom is definately more challenging, but here's a shot at crude. We have fundamentals and......
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Fear Factor October 09, 2008
I didn't really feel any fear for the past few weeks. But now that the ^VIX > 60, it doesn't mean that joe-six pack is scared. I'm starting to be fearful for our country as a whole. We're past the point of no return (a long time ago), and so much for $700 billion dollars. We crushed the DOW 9k support and if 8k gets taken out, fasten up your seatbelts for the "RESET" I like to call it.
It's time for hard assets to hedge against the dollar. I see this strength in the dollar as a good time......
- Job Title Clinician / Investor
- Industry Hospital and Health Care
- Expertise 10-20 years
- Education UCSD, UOP
- Qualifications None
- Year of Birth 1978
- Country United States
- State California
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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.